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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
VO icon
51
Vanguard Mid-Cap ETF
VO
$106B
$513K 0.48%
+7,076
New +$515K
FLOT icon
52
iShares Floating Rate Bond ETF
FLOT
$10B
$507K 0.48%
+9,973
New +$508K
EFAV icon
53
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.15B
$504K 0.48%
+5,842
New +$499K
EJUL icon
54
Innovator Emerging Markets Power Buffer ETF July
EJUL
$166M
$482K 0.45%
+16,259
New +$475K
SCHP icon
55
Schwab US TIPS ETF
SCHP
$16.5B
$467K 0.44%
+17,621
New +$473K
DFSV
56
Dimensional US Small Cap Value ETF
DFSV
$7.97B
$460K 0.43%
+13,995
New +$450K
IOCT icon
57
Innovator International Developed Power Buffer ETF October
IOCT
$170M
$449K 0.42%
+12,894
New +$443K
VXUS icon
58
Vanguard Total International Stock ETF
VXUS
$153B
$446K 0.42%
+5,908
New +$441K
EOCT icon
59
Innovator Emerging Markets Power Buffer ETF October
EOCT
$104M
$430K 0.41%
+13,584
New +$425K
FLTB icon
60
Fidelity Limited Term Bond ETF
FLTB
$415M
$419K 0.4%
+8,265
New +$420K
SCHA icon
61
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$418K 0.39%
+14,674
New +$414K
PSTP icon
62
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$133M
$404K 0.38%
+11,425
New +$400K
IJAN icon
63
Innovator International Developed Power Buffer ETF January
IJAN
$255M
$391K 0.37%
+10,808
New +$385K
GNR icon
64
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.56B
$389K 0.37%
+6,253
New +$376K
SCHM icon
65
Schwab US Mid-Cap ETF
SCHM
$14.7B
$389K 0.37%
+12,920
New +$385K
IQLT icon
66
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$383K 0.36%
+8,430
New +$378K
BSMQ icon
67
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$283M
$383K 0.36%
+16,203
New +$383K
PRF icon
68
Invesco FTSE RAFI US 1000 ETF
PRF
$9.77B
$380K 0.36%
+8,100
New +$373K
NDEC
69
Innovator Growth-100 Power Buffer ETF - December
NDEC
$68M
$372K 0.35%
+13,426
New +$369K
GLD icon
70
SPDR Gold Trust
GLD
$129B
$362K 0.34%
+913
New +$349K
DFIS icon
71
Dimensional International Small Cap ETF
DFIS
$5.79B
$352K 0.33%
+10,680
New +$340K
DBC icon
72
Invesco DB Commodity Index Tracking Fund
DBC
$1.63B
$351K 0.33%
+15,704
New +$357K
DEM icon
73
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.89B
$339K 0.32%
+7,265
New +$336K
LDUR icon
74
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
$339K 0.32%
+3,534
New +$339K
FNDF icon
75
Schwab Fundamental International Large Company Index ETF
FNDF
$24.2B
$339K 0.32%
+7,499
New +$332K
1 2
3
4 5

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