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Home > Institutional Investor > Opus Financial Solutions Llc > Profile

Instuitional Investor - Opus Financial Solutions Llc

Fund Profile
Filing Period:
Fund Name: Opus Financial Solutions Llc
Portfolio Value $105,968,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 242,527 $8,308,975 7.84%
2.
Vanguard Bond Index Funds
 BND 94,417 $6,993,467 6.6%
3.
Vanguard Whitehall Funds
 69,792 $6,382,460 6.02%
4.
Vanguard Index Fds - GROWTH ETF
 8,571 $4,181,228 3.95%
5.
Schwab Strategic Trust
 FNDF 135,488 $4,040,248 3.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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