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Opus Capital Group, LLC

All holdings · as of Mar 31, 2026

139 positions

CompanyClassValueShares% of portfolio
MICROSOFT CORP$1.3K3,5750.1%
JOHNSON & JOHNSON$1.3K5,3170.1%
Vanguard Small-Cap Growth ETF$1.3K4,1670.1%
Meta Platforms Inc$1.2K2,1100.1%
EXXON MOBIL CORP$1.1K6,6830.1%
Dimensional U.S. Small Cap ETF$1.1K15,2950.1%
Amazon.com Inc$9994,7980.1%
Berkshire Hath. Cl B$9521,9860.1%
iShares Russell 2000 Value Idx$8904,6930.1%
Broadcom Inc.$8772,8320.1%
Vanguard Short Term Bond Index$87011,0950.1%
Vanguard Large-Cap Index ETF$8262,7640.1%
ELI LILLY & Co$8238950.1%
iShares Core 1-5 Year USD Bond ETF$71014,6460.1%
JPMORGAN CHASE & CO$6762,2990.1%
iShares S&P Midcap 400$6629,8020.1%
CHEVRON CORP$6403,0940.1%
CINCINNATI FINANCIAL CORP$6283,9900.1%
SPDR S&P 500 ETF$6019240.1%
HOME DEPOT, INC.$5291,6090.1%
Schwab US Large Cap ETF$51820,2090.1%
Vanguard Total Stock Market ETF$5131,5980.1%
Vanguard Real Estate Index$5055,6960.1%
TRAVELERS COMPANIES, INC.$5041,7290.1%
Duke Energy Corporation$4883,7240.1%
Alphabet Inc.$4871,6960.1%
Schwab Fundamental US Small Cap ETF$48614,9870.1%
Invesco QQQ$4858400.1%
Vanguard Russell 1000 Growth ETF$4634,2250.0%
Otter Tail Corp$4625,2660.0%
SPDR Gold Trust$4621,0730.0%
Alphabet Inc.$4521,5730.0%
NEXTERA ENERGY INC$4474,8130.0%
Vanguard Mid Cap ETF$4451,5510.0%
AbbVie Inc.$4422,0300.0%
Williams Cos Inc/The$4305,9070.0%
Vanguard FTSE All-World ex-US Sm-Cp ETF$4122,8250.0%
SCHWAB CHARLES CORP$3874,1170.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$3801,1240.0%
MCDONALD'S CORP$3781,2160.0%
Matador Resources Co$3645,7570.0%
Vanguard Energy ETF$3602,0820.0%
KROGER CO$3574,9310.0%
Energy Transfer LPETMLP$35518,3990.0%
iShares iBonds Dec 2026 Term Treasury ETF$35415,4570.0%
iShares iBonds Dec 2027 Term Treasury ETF$35415,7820.0%
iShares iBonds Dec 2028 Term Treasury ETF$35315,8300.0%
PEPSICO INC$3522,2660.0%
Hubbell Inc Class B$3246600.0%
The PNC Financial Services Group, Inc.$3241,5580.0%
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