Opulen Financial Group LLC ETFs

Opulen Financial Group LLC

$132 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPMD Spdr Portfolio	$0	$415 Million 0.31% of portfolio	7,260	Q3 2025 Reduced 1.32%
IGRO Ishares Tr International Divid	$0	$413 Million 0.31% of portfolio	5,179	Q3 2025 Added 0.54%
IDEV Ishares Core Msci Intl Develop	$0	$410 Million 0.31% of portfolio	5,115	Q2 2025 Added 1.73%
XLK Technology Sector Spdr	$0	$396 Million 0.3% of portfolio	1,405	Q3 2025 Added 0.14%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$382 Million 0.29% of portfolio	7,962	Q3 2025 Added 7.81%
SPGP Invesco Exchange Traded Fd Tr	$0	$380 Million 0.29% of portfolio	3,341	Q3 2025 Added 0.12%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$357 Million 0.27% of portfolio	7,230	Q3 2025 Added 2.15%
IWF Ishares Russell 1000 Gr ETF	$0	$348 Million 0.26% of portfolio	742	Q2 2025 Added 0.13%
ESGD Ishares Trust Ishares Esg Awar	$0	$342 Million 0.26% of portfolio	3,677	Q3 2025 Added 2.8%

SMMV Ishares Msci Usa Small Cap Min	$0	$332 Million 0.25% of portfolio	7,723	Q3 2025 Added 1.77%
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$324 Million 0.25% of portfolio	3,682	Q3 2025 Reduced 0.54%
ICF Ishares Tr	$0	$323 Million 0.24% of portfolio	5,238	Q3 2025 Added 2.75%
ESML Ishares Esg Aware Msci Usa Sma	$0	$319 Million 0.24% of portfolio	7,085	Q3 2025 Added 7.97%
MTUM Ishares Msci Usa Momentum Fact	$0	$308 Million 0.23% of portfolio	1,199	Q3 2025 Added 0.25%
FLRN Spdr Bloomberg Investment Grad	$0	$307 Million 0.23% of portfolio	9,951	Q3 2025 Reduced 6.02%
BSMQ Invesco Bulletshares 2026 Muni	$0	$300 Million 0.23% of portfolio	12,689	Q3 2025 Added 0.71%
DFEM Dimensional ETF Tr Emerging Mk	$0	$291 Million 0.22% of portfolio	9,083	Q3 2025 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$267 Million 0.2% of portfolio	2,419	Q3 2025 Added 2.98%

ACWX Ishares Msci Acwi Ex Us ETF	$0	$241 Million 0.18% of portfolio	3,715	Q2 2025 Reduced 31.28%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$236 Million 0.18% of portfolio	3,211	Q3 2025 Added 0.53%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$229 Million 0.17% of portfolio	2,072	Q3 2025 Added 0.34%
EFA Ishares Tr Msci Eafe ETF	$0	$223 Million 0.17% of portfolio	2,386	Q3 2025 Reduced 2.29%
VXUS Vanguard Star Fd Vanguard Tota	$0	$219 Million 0.17% of portfolio	2,987	Q3 2025 Added 1.36%
ISCG Ishares Morningstar Small Cap	$0	$218 Million 0.16% of portfolio	4,006	Q3 2025 New
BSMT Invesco Bulletshares 2029 Muni	$0	$216 Million 0.16% of portfolio	9,364	Q3 2025 Added 0.58%
BSMU Invesco Exchange Self Ind Tr	$0	$214 Million 0.16% of portfolio	9,762	Q3 2025 Added 0.59%
BSMS Invesco Bulletshares 2028 Muni	$0	$207 Million 0.16% of portfolio	8,844	Q3 2025 Added 0.61%
SMMD Ishares Tr Russell 2500 ETF	$0	$206 Million 0.16% of portfolio	2,791	Q3 2025 New
BSMR Invesco Bulletshares 2027 Muni	$0	$204 Million 0.15% of portfolio	8,617	Q3 2025 Added 0.6%
VOOV Vanguard S&P 500 Value ETF	$0	$203 Million 0.15% of portfolio	1,020	Q3 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$201 Million 0.15% of portfolio	433	Q3 2025 New

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