Opulen Financial Group LLC
115 holdingsFiling period: 2026-03-31Current AUM: $156.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 565.5K | $17.4M | $18.9M | 12.06% | +21.4K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23.5K | $15.3M | $17.5M | 11.18% | +107 | 2026-03-31 |
| 3 | IQLT | ISHARES TR | 185.9K | $8.6M | $9.3M | 5.94% | -1,741 | 2026-03-31 |
| 4 | IVV | ISHARES TR | 8.6K | $5.6M | $6.5M | 4.13% | +864 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 21.3K | $4.4M | $5.8M | 3.68% | -982 | 2026-03-31 |
| 6 | VXF | VANGUARD INDEX FDS | 20.5K | $4.2M | $4.8M | 3.08% | +196 | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 6.7K | $4.0M | $4.6M | 2.91% | +213 | 2026-03-31 |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 206.5K | $3.5M | $3.4M | 2.17% | +20.9K | 2026-03-31 |
| 9 | BSCT | INVESCO EXCH TRD SLF IDX FD | 173.9K | $3.2M | $3.2M | 2.05% | +12.4K | 2026-03-31 |
| 10 | BSCV | INVESCO EXCH TRD SLF IDX FD | 186.0K | $3.1M | $3.0M | 1.92% | +18.5K | 2026-03-31 |
| 11 | VBR | VANGUARD INDEX FDS | 13.8K | $3.0M | $3.4M | 2.15% | +102 | 2026-03-31 |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | 144.6K | $3.0M | $2.9M | 1.87% | +10.5K | 2026-03-31 |
| 13 | BSCW | INVESCO EXCH TRD SLF IDX FD | 128.8K | $2.7M | $2.6M | 1.66% | +8.1K | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 4.3K | $2.5M | $3.0M | 1.90% | -133 | 2026-03-31 |
| 15 | BSCR | INVESCO EXCH TRD SLF IDX FD | 123.3K | $2.4M | $2.4M | 1.54% | +9.9K | 2026-03-31 |
| 16 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 120.3K | $2.3M | $2.3M | 1.50% | +1.6K | 2026-03-31 |
| 17 | VBK | VANGUARD INDEX FDS | 7.2K | $2.2M | $2.4M | 1.55% | +7 | 2026-03-31 |
| 18 | VB | VANGUARD INDEX FDS | 7.1K | $1.9M | $2.1M | 1.34% | -8 | 2026-03-31 |
| 19 | VO | VANGUARD INDEX FDS | 6.4K | $1.8M | $2.1M | 1.32% | +24 | 2026-03-31 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | 47.2K | $1.6M | $1.7M | 1.10% | +18.3K | 2026-03-31 |
| 21 | BSCX | INVESCO EXCH TRD SLF IDX FD | 72.8K | $1.5M | $1.5M | 0.96% | +2.8K | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 8.1K | $1.4M | $1.6M | 1.03% | +383 | 2026-03-31 |
| 23 | DGRO | ISHARES TR | 20.0K | $1.4M | $1.6M | 0.99% | +87 | 2026-03-31 |
| 24 | QUAL | ISHARES TR | 7.0K | $1.3M | $1.5M | 0.98% | +37 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 5.2K | $1.3M | $1.6M | 1.02% | +325 | 2026-03-31 |
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