Titelia

Holdings of Opulen Financial Group LLC

85 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 57.8 % of the equity sleeve

Sector breakdown

  • Funds 18.7 %
  • Consumer discretionary 4.3 %
  • Technology 3.5 %
  • Communication 1.7 %
  • Financials 0.4 %
  • Health care 0.3 %
  • Energy 0.2 %
  • Unattributed 70.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US85119.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Schwab US Dividend Equity ETF 565,51717.4M $
2State Street SPDR S&P 500 ETF Trust 23,48815.3M $
3iShares MSCI International Quality Factor ETF 185,9328.6M $
4iShares Core S&P 500 ETF 8,6415.6M $
5Amazon.com Inc 21,2854.4M $
6Vanguard Extended Market ETF 20,4884.2M $
7Vanguard S&P 500 ETF 6,6634M $
8Invesco BulletShares 2030 Corp 206,5353.5M $
9Invesco Bulletshares 2031 Corp 185,9823.1M $
10Vanguard Index Funds 13,8063M $
11Invesco BulletShares 2032 Corp 128,8232.7M $
12Invesco QQQ Trust Series 1 4,3422.5M $
13Vanguard Index Funds 7,1502.2M $
14Vanguard Small-Cap ETF 7,1471.9M $
15Vanguard Mid-Cap ETF 6,3771.8M $
16Invesco BulletShares 2033 Corp 72,8331.5M $
17NVIDIA Corp 8,0671.4M $
18iShares Core Dividend Growth ETF 19,9661.4M $
19iShares Trust 7,0311.3M $
20Apple Inc 5,1841.3M $
21INVESCO EXCHANGE-TRADED FUND TRUST II 5,5141.3M $
22Invesco S&P 500 Equal Weight ETF 6,4021.2M $
23Vanguard Total Stock Market ETF 3,5311.1M $
24State Street Blackstone Senior Loan ETF 23,995963.2K $
25iShares Core S&P Small-Cap ETF 7,622947.5K $
26Vanguard Growth ETF 2,006876.2K $
27State Street SPDR S&P MidCap 400 ETF Trust 1,354835.1K $
28Microsoft Corp 2,233826.5K $
29SPDR Series Trust 16,956819.3K $
30State Street SPDR Portfolio Ag 31,311802.2K $
31Vanguard FTSE Developed Markets ETF 12,344791K $
32Vanguard FTSE All-World ex-US ETF 10,141761.6K $
33Vanguard Total Bond Market ETF 10,218752.5K $
34State Street SPDR Bloomberg Short Term High Yield Bond ETF 30,038750.3K $
35Dimensional International Core 18,787667.5K $
36SPDR Series Trust 7,186649K $
37SPDR Series Trust 6,477644.1K $
38SPDR Series Trust 2,964637.1K $
39Wisdomtree Trust 15,377616.6K $
40First Trust Exchange-Traded Fund III 33,848600.8K $
41SPDR Series Trust 3,384580.8K $
42SPDR Series Trust 7,540577.1K $
43Dimensional U S Small Cap ETF 8,028571K $
44iShares ESG Optimized MSCI USA ETF 4,255562.1K $
45Vanguard Value ETF 2,467484.1K $
46Tesla Inc 1,288478.8K $
47Vanguard Real Estate ETF 5,374476.6K $
48iShares MSCI USA Min Vol Factor ETF 5,133476K $
49Alphabet Inc 1,605461.4K $
50SPDR Series Trust 7,772460.3K $
51Meta Platforms Inc 803459.3K $
52iShares Core MSCI International Developed Markets ETF 5,210435.4K $
53Alphabet Inc 1,505431.7K $
54Broadcom Inc 1,376425.9K $
55Invesco BulletShares 2034 Corp 19,495403.5K $
56SELECT SECTOR SPDR TRUST (THE) 3,034403.3K $
57iShares ESG Aware U.S. Aggregate Bond ETF 8,120386.1K $
58Invesco Exchange-Traded Fund Trust 3,358361.4K $
59State Street SPDR S&P Kensho N 6,016351.8K $
60iShares ESG Aware MSCI EAFE ETF 3,667350.6K $
61Schwab US Broad Market ETF 13,772345.7K $
62Netflix Inc 3,543340.7K $
63iShares ESG Aware MSCI USA Small-Cap ETF 7,202338.7K $
64iShares Trust 7,474326K $
65iShares Russell 1000 Growth ETF 743317K $
66AT&T Inc 10,686309.8K $
67SPDR Series Trust 9,420289.9K $
68JPMorgan Chase & Co 985289.9K $
69iShares Select U.S. REIT ETF 4,368270.3K $
70iShares Trust 3,888266.2K $
71First Trust Exchange-Traded Fund IV 5,362261.2K $
72Advanced Micro Devices Inc 1,196243.3K $
73VANGUARD ADMIRAL FDS INC 2,085238.3K $
74Invesco S&P 500 Low Volatility 3,246237.4K $
75Berkshire Hathaway Inc 495237.2K $
76iShares MSCI EAFE ETF 2,430236K $
77Vanguard Total International S 3,020232.9K $
78Dimensional ETF Trust 3,230229.1K $
79Vanguard Tax-Exempt Bond Index ETF 4,570228K $
80iShares MSCI USA Momentum Factor ETF 949227.8K $
81Exxon Mobil Corp 1,276216.5K $
82iShares Trust 2,768211.3K $
83Johnson & Johnson 854208.9K $
84TJX Cos Inc/The 1,305208.4K $
85Eli Lilly & Co 223205.1K $