account_balance
Investment manager · 13F filer · SEC CIK 1934041
Opus Financial Solutions LLC
Reported value$113Mas of Sep 30, 2026
Positions108 14 new, 17 sold out
Top 10 weight39.8%BUFR alone is 8%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BUFRFirst Tr Exchng Traded Fd Vi
8.1%Trimmed −3%
VIGIVanguard Whitehall FDS
4.8%Trimmed −7%
VUGVanguard Index FDS
4.4%Trimmed −3%
BNDVanguard Bd Index FDS
4.3%Trimmed −22%
DFIVDimensional ETF Trust
4.1%Trimmed −9%
SCHYSchwab Strategic Tr
3.4%
VIGVanguard Specialized Funds
3.1%Trimmed −10%
VTIPVanguard Malvern FDS
2.6%Trimmed −4%
VTVVanguard Index FDS
2.6%Trimmed −4%
VDCVanguard World Fd
2.5%Trimmed −9%
AAPLApple Inc.
2.4%Trimmed −53%
HGERHarbor ETF Trust
2.3%Added +16%
BUFRFirst Tr Exchng Traded Fd Vi
8.1%Trimmed −3%
VIGIVanguard Whitehall FDS
4.8%−7%
VUGVanguard Index FDS
4.4%−3%
BNDVanguard Bd Index FDS
4.3%−22%
DFIVDimensional ETF Trust
4.1%−9%
SCHYSchwab Strategic Tr
3.4%
VIGVanguard Specialized Funds
3.1%
VTIPVanguard Malvern FDS
2.6%
VTVVanguard Index FDS
2.6%
VDC2.5%
AAPLHGER
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BUFR First Tr Exchng Traded Fd Vi 8.1% Trimmed −3%
VIGI Vanguard Whitehall FDS 4.8% Trimmed −7%
VUG Vanguard Index FDS 4.4% Trimmed −3%
BND Vanguard Bd Index FDS 4.3% Trimmed −22%
DFIV Dimensional ETF Trust 4.1% Trimmed −9%
SCHY Schwab Strategic Tr 3.4% Held
VIG Vanguard Specialized Funds 3.1% Trimmed −10%
VTIP Vanguard Malvern FDS 2.6% Trimmed −4%
VTV Vanguard Index FDS 2.6% Trimmed −4%
VDC Vanguard World Fd 2.5% Trimmed −9%
AAPL Apple Inc. 2.4% Trimmed −53%HGER Harbor ETF Trust 2.3% Added +16%
What changed
Biggest moves since Jun 30, 2026
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