Opulen Financial Group LLC
116 holdingsFiling period: 2026-06-30Current AUM: $159.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 567.8K | $18.0M | $19.5M | 12.20% | +2.2K | 2026-06-30 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 23.8K | $17.7M | $18.0M | 11.26% | +264 | 2026-06-30 |
| 3 | IQLT | ISHARES TR | 188.1K | $9.3M | $9.4M | 5.90% | +2.2K | 2026-06-30 |
| 4 | IVV | ISHARES TR | 8.7K | $6.5M | $6.6M | 4.11% | +19 | 2026-06-30 |
| 5 | VXF | VANGUARD INDEX FDS | 20.7K | $5.1M | $4.9M | 3.04% | +184 | 2026-06-30 |
| 6 | VOO | VANGUARD INDEX FDS | 6.6K | $4.5M | $4.6M | 2.86% | -94 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 17.9K | $4.3M | $4.5M | 2.79% | -3,368 | 2026-06-30 |
| 8 | BSCU | INVESCO EXCH TRD SLF IDX FD | 209.4K | $3.5M | $3.4M | 2.14% | +2.9K | 2026-06-30 |
| 9 | VBR | VANGUARD INDEX FDS | 14.1K | $3.4M | $3.4M | 2.12% | +266 | 2026-06-30 |
| 10 | BSCT | INVESCO EXCH TRD SLF IDX FD | 175.0K | $3.3M | $3.2M | 2.01% | +1.1K | 2026-06-30 |
| 11 | QQQ | INVESCO QQQ TR | 4.4K | $3.2M | $3.1M | 1.92% | +19 | 2026-06-30 |
| 12 | BSCV | INVESCO EXCH TRD SLF IDX FD | 193.0K | $3.2M | $3.1M | 1.93% | +7.1K | 2026-06-30 |
| 13 | BSCS | INVESCO EXCH TRD SLF IDX FD | 146.2K | $3.0M | $3.0M | 1.85% | +1.6K | 2026-06-30 |
| 14 | BSCW | INVESCO EXCH TRD SLF IDX FD | 131.6K | $2.7M | $2.6M | 1.64% | +2.8K | 2026-06-30 |
| 15 | VBK | VANGUARD INDEX FDS | 7.2K | $2.6M | $2.4M | 1.52% | +75 | 2026-06-30 |
| 16 | BSCR | INVESCO EXCH TRD SLF IDX FD | 126.3K | $2.5M | $2.5M | 1.55% | +3.0K | 2026-06-30 |
| 17 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 119.8K | $2.3M | $2.3M | 1.47% | -525 | 2026-06-30 |
| 18 | VB | VANGUARD INDEX FDS | 7.3K | $2.2M | $2.1M | 1.32% | +132 | 2026-06-30 |
| 19 | DFAX | DIMENSIONAL ETF TRUST | 57.8K | $2.1M | $2.2M | 1.35% | +10.6K | 2026-06-30 |
| 20 | VO | VANGUARD INDEX FDS | 25.5K | $2.1M | $2.0M | 1.28% | +19.1K | 2026-06-30 |
| 21 | NVDA | NVIDIA CORPORATION | 8.7K | $1.7M | $1.8M | 1.15% | +623 | 2026-06-30 |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | 5.5K | $1.7M | $1.6M | 1.00% | +3 | 2026-06-30 |
| 23 | AAPL | APPLE INC | 5.6K | $1.6M | $1.9M | 1.17% | +449 | 2026-06-30 |
| 24 | BSCX | INVESCO EXCH TRD SLF IDX FD | 77.2K | $1.6M | $1.6M | 0.99% | +4.4K | 2026-06-30 |
| 25 | QUAL | ISHARES TR | 7.1K | $1.6M | $1.6M | 0.98% | +105 | 2026-06-30 |
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