Opulen-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICF",
  null,
  null,
  "MSFT",
  "IJR",
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  "VNQ",
  "VO",
  "VXF",
  "IVOO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  null,
  "SCHD",
  null,
  null,
  null,
  null,
  "MTUM",
  "DGRO",
  "RSP",
  "USMV",
  "QQQ",
  null,
  "MDY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 90
Total Value: 110104358
Accession Number: 0002055099-25-000002
Form Type: 13F-HR
CIK: opulen-financial-group
Manager Name: Opulen-Financial-Group

Data Enrichment

41% identified

37 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

90 positions • $110.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46434V621

DGRO|46434V621

Shares:19.8K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.1M)

78467V608

Shares:28.9K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$110.1M)

46432F339

QUAL|46432F339

Shares:6.7K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.1M)

46137V357

RSP|46137V357

Shares:6.2K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$110.1M)

46139W825

Shares:48.1K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$110.1M)

46137V472

Shares:10.4K

Value:$954.6K

% of Portfolio:0.9% ($954.6K/$110.1M)

46138G649

Shares:4.8K

Value:$922.0K

% of Portfolio:0.8% ($922.0K/$110.1M)

922908769

VTI|922908769

Shares:3.2K

Value:$880.7K

% of Portfolio:0.8% ($880.7K/$110.1M)

78464A649

Shares:32.0K

Value:$817.5K

% of Portfolio:0.7% ($817.5K/$110.1M)

78468R408

Shares:30.6K

Value:$768.7K

% of Portfolio:0.7% ($768.7K/$110.1M)

301505889

Shares:19.4K

Value:$741.7K

% of Portfolio:0.7% ($741.7K/$110.1M)

Apple Inc.

AAPL|037833100

Shares:3.3K

Value:$736.8K

% of Portfolio:0.7% ($736.8K/$110.1M)

922908736

VUG|922908736

Shares:2.0K

Value:$730.4K

% of Portfolio:0.7% ($730.4K/$110.1M)

464287804

IJR|464287804

Shares:6.9K

Value:$724.4K

% of Portfolio:0.7% ($724.4K/$110.1M)

921937835

BND|921937835

Shares:8.9K

Value:$654.3K

% of Portfolio:0.6% ($654.3K/$110.1M)

78468R523

Shares:6.5K

Value:$645.7K

% of Portfolio:0.6% ($645.7K/$110.1M)

78468R655

Shares:12.5K

Value:$628.9K

% of Portfolio:0.6% ($628.9K/$110.1M)

464288208

Shares:8.4K

Value:$624.6K

% of Portfolio:0.6% ($624.6K/$110.1M)

921943858

VEA|921943858

Shares:12.2K

Value:$618.0K

% of Portfolio:0.6% ($618.0K/$110.1M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.2K

Value:$615.8K

% of Portfolio:0.6% ($615.8K/$110.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DGROcusip46434V621)	19.8K	QoQ +0.36% (+72) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.1M)	QoQ +1.08% (+$13.1K) YoY-
(cusip78467V608)✕	28.9K	QoQ +1.08% (-311) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$110.1M)	QoQ -0.36% (-$4.3K) YoY-
(QUALcusip46432F339)	6.7K	QoQ +0.10% (-7) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.1M)	QoQ -3.93% (-$46.8K) YoY-
(RSPcusip46137V357)	6.2K	QoQ +0.91% (-56) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$110.1M)	QoQ -0.22% (-$2.4K) YoY-
(cusip46139W825)✕	48.1K	QoQ +20.50% (+8.2K) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$110.1M)	QoQ +22.07% (+$181.7K) YoY-
(cusip46137V472)✕	10.4K	QoQ +2.75% (-280) YoY-	All Managers (Combined)	$954.6K	0.9% ($954.6K/$110.1M)	QoQ -4.48% (-$44.8K) YoY-
(cusip46138G649)✕	4.8K	QoQ +1.25% (-59) YoY-	All Managers (Combined)	$922.0K	0.8% ($922.0K/$110.1M)	QoQ -7.13% (-$70.9K) YoY-
(VTIcusip922908769)	3.2K	QoQ -2.87% (-95) YoY-	All Managers (Combined)	$880.7K	0.8% ($880.7K/$110.1M)	QoQ -7.91% (-$75.7K) YoY-
(cusip78464A649)✕	32.0K	QoQ -6.86% (-2.4K) YoY-	All Managers (Combined)	$817.5K	0.7% ($817.5K/$110.1M)	QoQ -4.81% (-$41.3K) YoY-
(cusip78468R408)✕	30.6K	QoQ -0.13% (-42) YoY-	All Managers (Combined)	$768.7K	0.7% ($768.7K/$110.1M)	QoQ -0.49% (-$3.8K) YoY-
(cusip301505889)✕	19.4K	QoQ -0.34% (-68) YoY-	All Managers (Combined)	$741.7K	0.7% ($741.7K/$110.1M)	QoQ +10.28% (-$69.2K) YoY-
Apple Inc.(AAPLcusip037833100)	3.3K	QoQ +0.03% (-1) YoY-	All Managers (Combined)	$736.8K	0.7% ($736.8K/$110.1M)	QoQ -11.27% (-$93.6K) YoY-
(VUGcusip922908736)	2.0K	QoQ +0.10% (-2) YoY-	All Managers (Combined)	$730.4K	0.7% ($730.4K/$110.1M)	QoQ -9.59% (-$77.5K) YoY-
(IJRcusip464287804)	6.9K	QoQ +2.19% (-149) YoY-	All Managers (Combined)	$724.4K	0.7% ($724.4K/$110.1M)	QoQ -7.24% (-$56.6K) YoY-
(BNDcusip921937835)	8.9K	QoQ -3.60% (-333) YoY-	All Managers (Combined)	$654.3K	0.6% ($654.3K/$110.1M)	QoQ -1.54% (-$10.3K) YoY-
(cusip78468R523)✕	6.5K	QoQ -1.97% (-131) YoY-	All Managers (Combined)	$645.7K	0.6% ($645.7K/$110.1M)	QoQ -1.65% (-$10.8K) YoY-
(cusip78468R655)✕	12.5K	QoQ -0.70% (-89) YoY-	All Managers (Combined)	$628.9K	0.6% ($628.9K/$110.1M)	QoQ -17.44% (-$132.9K) YoY-
(cusip464288208)✕	8.4K	QoQ -0.09% (-8) YoY-	All Managers (Combined)	$624.6K	0.6% ($624.6K/$110.1M)	QoQ -2.80% (-$18.1K) YoY-
(VEAcusip921943858)	12.2K	QoQ +4.78% (+555) YoY-	All Managers (Combined)	$618.0K	0.6% ($618.0K/$110.1M)	QoQ +11.38% (+$63.2K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.2K	QoQ +4.24% (-47) YoY-	All Managers (Combined)	$615.8K	0.6% ($615.8K/$110.1M)	QoQ -2.34% (-$14.8K) YoY-