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OFS

Opus Financial Solutions Portfolio holdings

AUM $106M
This Fund
S&P 500
This Quarter Est. Return
+1.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow %
99.39%
Top 10 Hldgs %
43.25%
Holding
103
New
103
Increased
–
Reduced
–
Closed
–

Top Buys

1
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$8.19M
2
BND icon
Vanguard Total Bond Market
BND
+$7.03M
3
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$6.31M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$3.91M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.19%
2 Consumer Discretionary 2.32%
3 Communication Services 1.65%
4 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCQ icon
26
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$1.06M 1%
+54,024
New +$1.06M
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.3T
$1.01M 0.95%
+3,229
New +$923K
BSCR icon
28
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$1M 0.95%
+50,769
New +$1M
IAPR icon
29
Innovator International Developed Power Buffer ETF April
IAPR
$200M
$990K 0.93%
+32,093
New +$974K
TSLA icon
30
Tesla
TSLA
$1.48T
$980K 0.93%
+2,180
New +$966K
BSCS icon
31
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.53B
$978K 0.92%
+47,475
New +$977K
BIV icon
32
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$901K 0.85%
+11,566
New +$905K
NOCT icon
33
Innovator Growth-100 Power Buffer ETF October
NOCT
$228M
$790K 0.75%
+13,641
New +$782K
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.07T
$754K 0.71%
+1,501
New +$747K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.28T
$742K 0.7%
+2,363
New +$677K
PAPR icon
36
Innovator US Equity Power Buffer ETF April
PAPR
$951M
$738K 0.7%
+18,861
New +$729K
ITOT icon
37
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$724K 0.68%
+4,870
New +$719K
JCPB icon
38
JPMorgan Core Plus Bond ETF
JCPB
$13.7B
$697K 0.66%
+14,719
New +$700K
USFR icon
39
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$689K 0.65%
+13,700
New +$690K
HGER icon
40
Harbor Commodity All-Weather Strategy ETF
HGER
$3.49B
$672K 0.63%
+27,087
New +$706K
VTI icon
41
Vanguard Total Stock Market ETF
VTI
$663B
$656K 0.62%
+1,957
New +$651K
IJUL icon
42
Innovator International Developed Power Buffer ETF July
IJUL
$214M
$646K 0.61%
+19,271
New +$635K
MINT icon
43
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$637K 0.6%
+6,352
New +$638K
IAUG
44
Innovator International Developed Power Buffer ETF - August
IAUG
$42.4M
$612K 0.58%
+21,500
New +$603K
BUFY
45
FT Vest Laddered International Moderate Buffer ETF
BUFY
$138M
$605K 0.57%
+27,184
New +$595K
QUAL icon
46
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$587K 0.55%
+2,953
New +$580K
INOV icon
47
Innovator International Developed Power Buffer ETF November
INOV
$54M
$585K 0.55%
+16,926
New +$572K
NNOV
48
Innovator Growth-100 Power Buffer ETF - November
NNOV
$88.2M
$568K 0.54%
+19,800
New +$567K
QQQ icon
49
Invesco QQQ Trust
QQQ
$477B
$564K 0.53%
+918
New +$563K
DFLV icon
50
Dimensional US Large Cap Value ETF
DFLV
$6.54B
$540K 0.51%
+15,782
New +$526K
1
2
3 4 5

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