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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001330325

Opus Capital Group, LLC

CINCINNATI, OH · File #028-11411

Latest AUM
$923,152
Positions
137
Top-10 Concentration
58.8%
Filings
12

Sector Allocation

Technology
1.1%$10,281
Healthcare
0.5%$4,436
Financials
0.3%$3,113
Industrials
0.2%$1,956
Energy
0.2%$1,546

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard S&P 500 ETF922908363259,044$162,45418.33%
2iShares Core MSCI EAFE ETF46432F842800,456$71,6098.08%
3Vanguard Intermediate-Term Treasury Index92206C706806,875$48,3565.46%
4iShares Core S&P Small-Cap ETF464287804358,440$43,0774.86%
5Avantis US Large Cap Value ETF025072349492,427$37,3114.21%
6Vanguard Short-Term Treasury Index92206C102577,371$33,9093.83%
7Avantis International Small Cap Value ETF025072802341,559$32,0963.62%
8Dimensional Core Fixed25434V872737,053$31,3693.54%
9Alpha Architect 1-3 Month Box ETF02072L565265,621$30,5733.45%
10iShares 0-3 Month Treasury Bond ETF46436E718303,958$30,5113.44%
11Vanguard High Dividend Yield Index Fund921946406210,973$30,2793.42%
12iShares Russell 1000 Index46428762278,674$29,3803.31%
13Schwab Fundamental International Large Cap808524755540,769$24,4482.76%
14Dimensional US High Profitability ETF25434V831535,212$20,3542.30%
15Vanguard Russell 1000 ETF92206C73062,200$19,2222.17%
16Schwab International Equity ETF808524805760,433$18,2812.06%
17Vanguard Core Tax-Exempt Bond ETF922907712223,270$16,8731.90%
18Cambria Shareholder Yield ETF132061201235,134$16,3471.84%
19Procter & Gamble742718109113,333$16,2421.83%
20Avantis U.S. Small Cap Value ETF025072877156,127$15,9221.80%