Sponsored

The Analysis of Opulen Financial Group LLC's Holdings & P&L

Currently, Opulen Financial Group LLC holds 114 types of securities in its portfolio with a total value $142.1M. In the most recent quarter, they have increased their positions in DFSU (+22.7K shares, valued at $933.4K), SCHD (+21.4K shares, valued at $656.7K), DFAX (+18.3K shares, valued at $620.5K); decreased their positions in AMZN (-982 shares, valued at $204.5K), EMQQ (-6.1K shares, valued at $200.6K), CNRG (-1.6K shares, valued at $141.6K); initiated new positions in DFSU (+22.7K shares, valued at $933.4K), BSCZ (+27.0K shares, valued at $553.5K), SCHB (+13.8K shares, valued at $345.7K).

1M P&L

+3.3M+2.35%

3M P&L

-5.3M-3.55%

HY P&L

+2.6M+1.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A121.4M

91.7%

2Internet Retail4.4M

3.3%

3Semiconductors1.7M

1.2%

Top Industries by Stock Count

1N/A91 stocks

86.7%

2Semiconductors2 stocks

1.9%

3Drug Manufacturers - General2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR565.5K shares3.93%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T23.5K shares0.46%2026-03-312026-04-29

IQLT ISHARES TR185.9K shares-0.93%2026-03-312026-04-29

IVV ISHARES TR8.6K shares11.11%2026-03-312026-04-29

AMZN AMAZON COM INC21.3K shares-4.41%2026-03-312026-04-29

VXF VANGUARD INDEX FDS20.5K shares0.97%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares3.30%2026-03-312026-04-29

BSCU INVESCO EXCH TRD SLF IDX FD206.5K shares11.26%2026-03-312026-04-29

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD173.9K shares7.69%2026-03-312026-04-29

BSCV INVESCO EXCH TRD SLF IDX FD186.0K shares11.05%2026-03-312026-04-29

VBR VANGUARD INDEX FDS13.8K shares0.74%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD144.6K shares7.85%2026-03-312026-04-29

BSCW INVESCO EXCH TRD SLF IDX FD128.8K shares6.71%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR4.3K shares-2.97%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD123.3K shares8.74%2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD120.3K shares1.32%2026-03-312026-04-29

Sponsored

VBK VANGUARD INDEX FDS7.2K shares0.10%2026-03-312026-04-29

VB VANGUARD INDEX FDS7.1K shares-0.11%2026-03-312026-04-29

VO VANGUARD INDEX FDS6.4K shares0.38%2026-03-312026-04-29

DFAX DIMENSIONAL ETF TRUST47.2K shares63.11%2026-03-312026-04-29

BSCX INVESCO EXCH TRD SLF IDX FD72.8K shares3.99%2026-03-312026-04-29

NVDA NVIDIA CORPORATION8.1K shares4.98%2026-03-312026-04-29

DGRO ISHARES TR20.0K shares0.44%2026-03-312026-04-29

QUAL ISHARES TR7.0K shares0.53%2026-03-312026-04-29

Sponsored

AAPL APPLE INC5.2K shares6.69%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II5.5K shares-0.09%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.4K shares2.28%2026-03-312026-04-29

VTI VANGUARD INDEX FDS3.5K shares11.95%2026-03-312026-04-29

XMHQ INVESCO EXCHANGE TRADED FD T10.2K shares0.13%2026-03-312026-04-29

SCHK SCHWAB STRATEGIC TR32.7K shares4.81%2026-03-312026-04-29

SRLN SSGA ACTIVE ETF TR24.0K shares-7.39%2026-03-312026-04-29

IJR ISHARES TR7.6K shares0.22%2026-03-312026-04-29

Sponsored

DFSU DIMENSIONAL ETF TRUST22.7K sharesnew addition2026-03-312026-04-29

VUG VANGUARD INDEX FDS2.0K shares0.10%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 401.4K shares-0.66%2026-03-312026-04-29

MSFT MICROSOFT CORP2.2K shares8.29%2026-03-312026-04-29

SPSM SPDR SERIES TRUST17.0K shares1.25%2026-03-312026-04-29

SPAB SPDR SERIES TRUST31.3K shares-1.73%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS12.3K shares-0.36%2026-03-312026-04-29

IMCB ISHARES TR9.2K shares-0.79%2026-03-312026-04-29

Sponsored

VEU VANGUARD INTL EQUITY INDEX F10.1K shares4.87%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS10.2K shares3.58%2026-03-312026-04-29

SJNK SPDR SERIES TRUST30.0K shares3.28%2026-03-312026-04-29

DFIC DIMENSIONAL ETF TRUST18.8K shares1.50%2026-03-312026-04-29

CNRG SPDR SERIES TRUST7.2K shares-17.91%2026-03-312026-04-29

BILS SPDR SERIES TRUST6.5K shares-15.62%2026-03-312026-04-29

VLU SPDR SERIES TRUST3.0K shares0.44%2026-03-312026-04-29

XSOE WISDOMTREE TR15.4K shares1.66%2026-03-312026-04-29

Sponsored

FPE FIRST TR EXCH TRADED FD III33.8K shares1.33%2026-03-312026-04-29

QUS SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-04-29

SPYM SPDR SERIES TRUST7.5K shares0.25%2026-03-312026-04-29

DFAS DIMENSIONAL ETF TRUST8.0K shares51.50%2026-03-312026-04-29

SUSA ISHARES TR4.3K shares0.24%2026-03-312026-04-29

DFEM DIMENSIONAL ETF TRUST16.2K shares31.50%2026-03-312026-04-29

BSCZ INVESCO EXCH TRD SLF IDX FD27.0K sharesnew addition2026-03-312026-04-29

EFIV SPDR SERIES TRUST8.7K shares0.25%2026-03-312026-04-29

Sponsored

VTV VANGUARD INDEX FDS2.5K shares0.16%2026-03-312026-04-29

TSLA TESLA INC1.3K shares5.66%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS5.4K shares1.09%2026-03-312026-04-29

USMV ISHARES TR5.1K shares0.08%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.6K shares3.55%2026-03-312026-04-29

SPMD SPDR SERIES TRUST7.8K shares1.75%2026-03-312026-04-29

META META PLATFORMS INC803 shares3.61%2026-03-312026-04-29

IDEV ISHARES TR5.2K shares0.00%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC1.5K shares13.84%2026-03-312026-04-29

IGRO ISHARES TR5.1K shares0.35%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.4K shares9.38%2026-03-312026-04-29

BSCY INVESCO EXCH TRD SLF IDX FD19.5K shares16.92%2026-03-312026-04-29

ISCB ISHARES TR6.2K shares0.28%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR3.0K shares1.78%2026-03-312026-04-29

MYCF SSGA ACTIVE TR15.9K shares-2.96%2026-03-312026-04-29

EAGG ISHARES TR8.1K shares0.64%2026-03-312026-04-29

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T3.4K shares0.30%2026-03-312026-04-29

KOMP SPDR SERIES TRUST6.0K shares-10.13%2026-03-312026-04-29

ESGD ISHARES TR3.7K shares-2.14%2026-03-312026-04-29

QEFA SPDR INDEX SHS FDS3.7K shares0.00%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR13.8K sharesnew addition2026-03-312026-04-29

NFLX NETFLIX INC.3.5K shares10.24%2026-03-312026-04-29

ESML ISHARES TR7.2K shares0.24%2026-03-312026-04-29

SMMV ISHARES TR7.5K shares-3.54%2026-03-312026-04-29

Sponsored

IWF ISHARES TR743 shares0.00%2026-03-312026-04-29

T AT&T INC10.7K shares8.91%2026-03-312026-04-29

XITK SPDR SERIES TRUST2.1K shares-20.15%2026-03-312026-04-29

BSMQ INVESCO EXCH TRD SLF IDX FD12.9K shares0.70%2026-03-312026-04-29

FLRN SPDR SERIES TRUST9.4K shares-6.70%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO985 shares2.50%2026-03-312026-04-29

VIOO VANGUARD ADMIRAL FDS INC2.5K shares0.00%2026-03-312026-04-29

EMQQ EXCHANGE TRADED CONCEPTS TRU8.6K shares-41.32%2026-03-312026-04-29

Sponsored

ICF ISHARES TR4.4K shares-13.86%2026-03-312026-04-29

ACWX ISHARES TR3.9K shares3.05%2026-03-312026-04-29

KNG FIRST TR EXCHANGE-TRADED FD5.4K shares-25.35%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC714 shares3.48%2026-03-312026-04-29

BSSX INVESCO EXCH TRD SLF IDX FD9.7K shares0.80%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.2K shares2.49%2026-03-312026-04-29

IVOO VANGUARD ADMIRAL FDS INC2.1K shares0.29%2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K shares0.53%2026-03-312026-04-29

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL495 shares2.06%2026-03-312026-04-29

EFA ISHARES TR2.4K shares0.00%2026-03-312026-04-29

VXUS VANGUARD STAR FDS3.0K shares0.67%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST3.2K sharesnew addition2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS4.6K sharesnew addition2026-03-312026-04-29

MTUM ISHARES TR949 shares-21.11%2026-03-312026-04-29

BSMW INVESCO EXCH TRD SLF IDX FD8.9K shares0.79%2026-03-312026-04-29

ISCG ISHARES TR4.0K shares0.15%2026-03-312026-04-29

Sponsored

BSMT INVESCO EXCH TRD SLF IDX FD9.5K shares0.53%2026-03-312026-04-29

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-29

DFSI DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-03-312026-04-29

BSMU INVESCO EXCH TRD SLF IDX FD9.9K shares0.54%2026-03-312026-04-29

SMMD ISHARES TR2.8K shares0.22%2026-03-312026-04-29

BSMS INVESCO EXCH TRD SLF IDX FD8.9K shares0.57%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON854 sharesnew addition2026-03-312026-04-29

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-04-29

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD8.7K shares0.57%2026-03-312026-04-29

LLY ELI LILLY & CO223 shares6.70%2026-03-312026-04-29

SCHD

SCHWAB STRATEGIC TR

3.93%

Shares565.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.46%

Shares23.5K

Event2026-03-31

Filed2026-04-29

IQLT

ISHARES TR

-0.93%

Shares185.9K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

11.11%

Shares8.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-4.41%

Shares21.3K

Event2026-03-31

Filed2026-04-29

VXF

VANGUARD INDEX FDS

0.97%

Shares20.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

3.30%

Shares6.7K

Event2026-03-31

Filed2026-04-29

BSCU

INVESCO EXCH TRD SLF IDX FD

11.26%

Shares206.5K

Event2026-03-31

Filed2026-04-29

BSCT

INVESCO EXCH TRD SLF IDX FD

7.69%

Shares173.9K

Event2026-03-31

Filed2026-04-29

BSCV

INVESCO EXCH TRD SLF IDX FD

11.05%

Shares186.0K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.74%

Shares13.8K

Event2026-03-31

Filed2026-04-29

BSCS

INVESCO EXCH TRD SLF IDX FD

7.85%

Shares144.6K

Event2026-03-31

Filed2026-04-29

BSCW

INVESCO EXCH TRD SLF IDX FD

6.71%

Shares128.8K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-2.97%

Shares4.3K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

8.74%

Shares123.3K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

1.32%

Shares120.3K

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

0.10%

Shares7.2K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-0.11%

Shares7.1K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.38%

Shares6.4K

Event2026-03-31

Filed2026-04-29

DFAX

DIMENSIONAL ETF TRUST

63.11%

Shares47.2K

Event2026-03-31

Filed2026-04-29

BSCX

INVESCO EXCH TRD SLF IDX FD

3.99%

Shares72.8K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

4.98%

Shares8.1K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

0.44%

Shares20.0K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.53%

Shares7.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

6.69%

Shares5.2K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

-0.09%

Shares5.5K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

2.28%

Shares6.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

11.95%

Shares3.5K

Event2026-03-31

Filed2026-04-29

XMHQ

INVESCO EXCHANGE TRADED FD T

0.13%

Shares10.2K

Event2026-03-31

Filed2026-04-29

SCHK

SCHWAB STRATEGIC TR

4.81%

Shares32.7K

Event2026-03-31

Filed2026-04-29

SRLN

SSGA ACTIVE ETF TR

-7.39%

Shares24.0K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

0.22%

Shares7.6K

Event2026-03-31

Filed2026-04-29

DFSU

DIMENSIONAL ETF TRUST

New

Shares22.7K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

-0.66%

Shares1.4K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

8.29%

Shares2.2K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

1.25%

Shares17.0K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

-1.73%

Shares31.3K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-0.36%

Shares12.3K

Event2026-03-31

Filed2026-04-29

IMCB

ISHARES TR

-0.79%

Shares9.2K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

4.87%

Shares10.1K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

3.58%

Shares10.2K

Event2026-03-31

Filed2026-04-29

SJNK

SPDR SERIES TRUST

3.28%

Shares30.0K

Event2026-03-31

Filed2026-04-29

DFIC

DIMENSIONAL ETF TRUST

1.50%

Shares18.8K

Event2026-03-31

Filed2026-04-29

CNRG

SPDR SERIES TRUST

-17.91%

Shares7.2K

Event2026-03-31

Filed2026-04-29

BILS

SPDR SERIES TRUST

-15.62%

Shares6.5K

Event2026-03-31

Filed2026-04-29

VLU

SPDR SERIES TRUST

0.44%

Shares3.0K

Event2026-03-31

Filed2026-04-29

XSOE

WISDOMTREE TR

1.66%

Shares15.4K

Event2026-03-31

Filed2026-04-29

FPE

FIRST TR EXCH TRADED FD III

1.33%

Shares33.8K

Event2026-03-31

Filed2026-04-29

QUS

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

0.25%

Shares7.5K

Event2026-03-31

Filed2026-04-29

DFAS

DIMENSIONAL ETF TRUST

51.50%

Shares8.0K

Event2026-03-31

Filed2026-04-29

SUSA

ISHARES TR

0.24%

Shares4.3K

Event2026-03-31

Filed2026-04-29

DFEM

DIMENSIONAL ETF TRUST

31.50%

Shares16.2K

Event2026-03-31

Filed2026-04-29

BSCZ

INVESCO EXCH TRD SLF IDX FD

New

Shares27.0K

Event2026-03-31

Filed2026-04-29

EFIV

SPDR SERIES TRUST

0.25%

Shares8.7K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.16%

Shares2.5K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

5.66%

Shares1.3K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

1.09%

Shares5.4K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

0.08%

Shares5.1K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

3.55%

Shares1.6K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

1.75%

Shares7.8K

Event2026-03-31

Filed2026-04-29