Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OPUS CAPITAL GROUP LLC 01-31-2024 12-31-2023 123 615,349,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Vanguard S&P 500 ETF S&P 500 ETF SHS 1 $115,343,000 264,065 18.74 18.51 -1,804 -0.68 12-31-2023
Schwab International Equity ETF INTL EQTY ETF 2 $40,063,000 1,083,953 6.51 6.58 -8,894 -0.81 12-31-2023
iShares Core S&P Small-Cap ETF CORE S&P SCP ETF 3 $36,472,000 336,925 5.93 5.74 -6,173 -1.80 12-31-2023
Vanguard High Dividend Yield Index Fund HIGH DIV YLD 4 $33,380,000 299,026 5.42 5.54 -3,112 -1.03 12-31-2023
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