OXFORD FINANCIAL GROUP, LTD. LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$1.2B
Holdings
264
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (264 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $133.0M |
MUBISHARES TR | $100.0M |
DSTLETF SER SOLUTIONS | $72.0M |
AVUVAMERICAN CENTY ETF TR | $53.0M |
ISRGINTUITIVE SURGICAL INC | $49.0M |
IVVISHARES TR | $44.0M |
VTVVANGUARD INDEX FDS | $40.0M |
WGOWINNEBAGO INDS INC | $28.0M |
FNDXSCHWAB STRATEGIC TR | $24.0M |
AAPLAPPLE INC | $23.0M |
SPYSPDR S&P 500 ETF TR | $21.0M |
MCDMCDONALDS CORP | $20.0M |
ACWIISHARES TR | $19.0M |
JCPIJ P MORGAN EXCHANGE TRADED F | $18.0M |
MTUMISHARES TR | $18.0M |
VTVANGUARD INTL EQUITY INDEX F | $15.0M |
EFAISHARES TR | $12.0M |
—MSP RECOVERY INC | $10.7M |
LLYELI LILLY & CO | $10.2M |
IWBISHARES TR | $9.0M |
KEKIMBALL ELECTRONICS INC | $9.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.0M |
NKENIKE INC | $7.0M |
VOOVANGUARD INDEX FDS | $7.0M |
IWDISHARES TR | $6.0M |
JPMJPMORGAN CHASE & CO | $6.0M |
REETISHARES TR | $5.0M |
VXFVANGUARD INDEX FDS | $5.0M |
SYBTSTOCK YDS BANCORP INC | $5.0M |
GIISPDR INDEX SHS FDS | $5.0M |
NVDANVIDIA CORPORATION | $5.0M |
ON1OLD NATL BANCORP IND | $5.0M |
MSFTMICROSOFT CORP | $5.0M |
DPZDOMINOS PIZZA INC | $5.0M |
GNRSPDR INDEX SHS FDS | $4.0M |
IWNISHARES TR | $4.0M |
ESGEISHARES INC | $4.0M |
XOMEXXON MOBIL CORP | $3.0M |
AMZNAMAZON COM INC | $3.0M |
IVWISHARES TR | $2.0M |
PGPROCTER AND GAMBLE CO | $2.0M |
ETNEATON CORP PLC | $2.0M |
IVEISHARES TR | $2.0M |
IWFISHARES TR | $2.0M |
IWRISHARES TR | $1.0M |
WELLWELLTOWER INC | $1.0M |
VEUVANGUARD INTL EQUITY INDEX F | $1.0M |
ITOTISHARES TR | $1.0M |
FFORD MTR CO DEL | $1.0M |
VNQVANGUARD INDEX FDS | $1.0M |
SCHMSCHWAB STRATEGIC TR | $1.0M |
NDQINVESCO QQQ TR | $1.0M |
BALLBALL CORP | $1.0M |
VWOVANGUARD INTL EQUITY INDEX F | $1.0M |
HNIHNI CORP | $1.0M |
IJHISHARES TR | $1.0M |
RJFRAYMOND JAMES FINL INC | $1.0M |
BABOEING CO | $1.0M |
IWVISHARES TR | $1.0M |
IWMISHARES TR | $1.0M |
SPDWSPDR INDEX SHS FDS | $1.0M |
AONAON PLC | $1.0M |
VYMVANGUARD WHITEHALL FDS | $1.0M |
VBVANGUARD INDEX FDS | $1.0M |
JNJJOHNSON & JOHNSON | $1.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.0M |
GOOGLALPHABET INC | $1.0M |
INTUINTUIT | $1.0M |
VVVANGUARD INDEX FDS | $1.0M |
HDHOME DEPOT INC | $1.0M |
KKRKKR & CO INC | $1.0M |
METAMETA PLATFORMS INC | $1.0M |
GOOGALPHABET INC | $1.0M |
PGRPROGRESSIVE CORP | $1.0M |
SCHESCHWAB STRATEGIC TR | $974K |
WMTWALMART INC | $970K |
VVISA INC | $941K |
ORCLORACLE CORP | $923K |
SNEXSTONEX GROUP INC | $916K |
SCHGSCHWAB STRATEGIC TR | $916K |
HBNCHORIZON BANCORP INC | $887K |
NEENEXTERA ENERGY INC | $876K |
PEYINVESCO EXCHANGE TRADED FD T | $843K |
NINISOURCE INC | $828K |
DYHTARGET CORP | $821K |
AORISHARES TR | $811K |
DGROISHARES TR | $802K |
ELVELEVANCE HEALTH INC | $801K |
BXBLACKSTONE INC | $788K |
DHRDANAHER CORPORATION | $783K |
ABBVABBVIE INC | $782K |
AMGNAMGEN INC | $779K |
KOCOCA COLA CO | $777K |
TSLATESLA INC | $772K |
CVXCHEVRON CORP NEW | $722K |
BBWIBATH & BODY WORKS INC | $706K |
AEPAMERICAN ELEC PWR CO INC | $703K |
VOVANGUARD INDEX FDS | $688K |
MRKMERCK & CO INC | $687K |
DEDEERE & CO | $670K |
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