StockDriftsStockDriftsTop 50 Opus Capital Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 16.53% | 257.3K | $153.7M | -0.68%(-1.76K) | $304.16(+124.36%) | 2026-03-31 | |
| IEFA | iShares Core MSCI EAFE ETF | 7.6% | 780.4K | $70.7M | -2.50%(-20.01K) | $76.06(+27.72%) | 2026-03-31 | |
| VGIT | Vanguard Intermediate-Term Treasury Index | 5.42% | 847.0K | $50.4M | +4.97%(+40.08K) | $58.88(+0.17%) | 2026-03-31 | |
| IJR | iShares Core S&P Small-Cap ETF | 4.78% | 357.4K | $44.4M | -0.29%(-1.05K) | $85.88(+57.52%) | 2026-03-31 | |
| AVLV | Avantis US Large Cap Value ETF | 4.31% | 497.6K | $40.1M | +1.04%(+5.13K) | $51.25(+72.24%) | 2026-03-31 | |
| VGSH | Vanguard Short-Term Treasury Index | 3.69% | 586.1K | $34.3M | +1.51%(+8.70K) | $58.05(+0.37%) | 2026-03-31 | |
| BOXX | Alpha Architect 1-3 Month Box ETF | 3.56% | 284.3K | $33.1M | +7.02%(+18.64K) | $110.61(+5.48%) | 2026-03-31 | |
| DFCF | Dimensional Core Fixed | 3.47% | 764.7K | $32.3M | +3.75%(+27.64K) | $42.37(-0.31%) | 2026-03-31 | |
| VYM | Vanguard High Dividend Yield Index Fund | 3.38% | 212.3K | $31.4M | +0.65%(+1.38K) | $89.11(+74.66%) | 2026-03-31 | |
| AVDV | Avantis International Small Cap Value ETF | 3.36% | 313.2K | $31.3M | -8.29%(-28.32K) | $62.32(+76.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.93% | +36.50% |
| Top 20 Holdings Unweighted | +10.03% | +33.22% |
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