StockDriftsStockDriftsTop 50 Opus Financial Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TR EXCHNG TRADED FD VI | 8.09% | 254.4K | $8.6M | +4.88%(+11.82K) | $33.85(+7.98%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.74% | 97.1K | $7.1M | +2.83%(+2.67K) | $74.21(-1.48%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 5.51% | 66.1K | $5.9M | -5.23%(-3.65K) | $90.51(+4.91%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.93% | 79.0K | $4.2M | +16.36%(+11.10K) | $48.48(+13.18%) | 2026-03-31 | |
| SCHY | SCHWAB STRATEGIC TR | 3.86% | 129.4K | $4.1M | -4.48%(-6.07K) | $28.88(+11.05%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.54% | 8.6K | $3.8M | +0.48%(+41) | $80.61(+6.07%) | 2026-03-31 | |
| VDC | VANGUARD WORLD FD | 3.19% | 15.1K | $3.4M | +1.67%(+247) | $212.57(+8.41%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.12% | 15.4K | $3.3M | +1.41%(+214) | $217.78(+9.57%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 2.81% | 59.6K | $3.0M | -2.34%(-1.43K) | $50.05(-0.93%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 2.8% | 37.9K | $3.0M | -2.19%(-848) | $78.86(-1.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.13% | -9.10% |
| Top 20 Holdings Unweighted | -2.81% | -8.19% |
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