OXFORD FINANCIAL GROUP, LTD. LLC Q4 2021 Filing
Filed February 10, 2022
Portfolio Value
$889.9M
Holdings
271
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (271 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $138.6M |
MTUMISHARES TR | $117.3M |
ISRGINTUITIVE SURGICAL INC | $67.2M |
WGOWINNEBAGO INDS INC | $66.6M |
LLYLILLY ELI & CO | $58.1M |
VTVVANGUARD INDEX FDS | $44.2M |
IVVISHARES TR | $40.3M |
FNDXSCHWAB STRATEGIC TR | $31.5M |
AAPLAPPLE INC | $22.6M |
SPYSPDR S&P 500 ETF TR | $18.1M |
VTVANGUARD INTL EQUITY INDEX F | $17.0M |
DPZDOMINOS PIZZA INC | $11.3M |
VOOVANGUARD INDEX FDS | $11.2M |
SYBTSTOCK YDS BANCORP INC | $9.3M |
ON1OLD NATL BANCORP IND | $8.7M |
IWDISHARES TR | $8.2M |
IWNISHARES TR | $7.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.8M |
VXFVANGUARD INDEX FDS | $6.7M |
JPMJPMORGAN CHASE & CO | $6.3M |
ESGEISHARES INC | $6.1M |
IVWISHARES TR | $5.4M |
IWBISHARES TR | $5.2M |
OSH3EUROAK STR HEALTH INC | $5.0M |
MSFTMICROSOFT CORP | $4.9M |
BALLBALL CORP | $4.9M |
REETISHARES TR | $4.6M |
IWFISHARES TR | $3.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.6M |
GNRSPDR INDEX SHS FDS | $3.6M |
KEKIMBALL ELECTRONICS INC | $3.4M |
VWOVANGUARD INTL EQUITY INDEX F | $3.4M |
AMZNAMAZON COM INC | $3.3M |
NKENIKE INC | $3.0M |
EEMISHARES TR | $3.0M |
VLUEISHARES TR | $3.0M |
PGPROCTER AND GAMBLE CO | $2.6M |
VNQVANGUARD INDEX FDS | $2.4M |
CPRTCOPART INC | $2.3M |
VGTVANGUARD WORLD FDS | $2.2M |
ETNEATON CORP PLC | $2.1M |
NVDANVIDIA CORPORATION | $2.1M |
IWVISHARES TR | $2.0M |
ITOTISHARES TR | $2.0M |
GOOGALPHABET INC | $1.9M |
VEUVANGUARD INTL EQUITY INDEX F | $1.9M |
COSTCOSTCO WHSL CORP NEW | $1.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.8M |
SCHGSCHWAB STRATEGIC TR | $1.8M |
EFAISHARES TR | $1.7M |
TIPISHARES TR | $1.7M |
WELLWELLTOWER INC | $1.7M |
KKRKKR & CO INC | $1.6M |
IVEISHARES TR | $1.5M |
JNJJOHNSON & JOHNSON | $1.5M |
BBWIBATH & BODY WORKS INC | $1.5M |
STLDSTEEL DYNAMICS INC | $1.4M |
VYMVANGUARD WHITEHALL FDS | $1.4M |
AONAON PLC | $1.4M |
AMWLAMERICAN WELL CORP | $1.4M |
ETENERGY TRANSFER L P | $1.4M |
DYHTARGET CORP | $1.3M |
HDHOME DEPOT INC | $1.3M |
EFAXSPDR INDEX SHS FDS | $1.3M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.3M |
IWRISHARES TR | $1.2M |
KOCOCA COLA CO | $1.2M |
NEENEXTERA ENERGY INC | $1.2M |
CVXCHEVRON CORP NEW | $1.2M |
XOMEXXON MOBIL CORP | $1.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $1.2M |
XLFSELECT SECTOR SPDR TR | $1.2M |
ABTABBOTT LABS | $1.2M |
AORISHARES TR | $1.1M |
IJHISHARES TR | $1.1M |
RJFRAYMOND JAMES FINL INC | $1.1M |
GOOGLALPHABET INC | $1.1M |
VBVANGUARD INDEX FDS | $1.1M |
PGRPROGRESSIVE CORP | $1.1M |
3M4MASIMO CORP | $1.1M |
NDQINVESCO QQQ TR | $1.0M |
XLYSELECT SECTOR SPDR TR | $1.0M |
G2CEVERI HLDGS INC | $991K |
IJRISHARES TR | $991K |
IWPISHARES TR | $987K |
NINISOURCE INC | $929K |
SPGSIMON PPTY GROUP INC NEW | $888K |
INTUINTUIT | $873K |
LEGLEGGETT & PLATT INC | $856K |
DISDISNEY WALT CO | $851K |
DONSPDR DOW JONES INDL AVERAGE | $844K |
CRMSALESFORCE COM INC | $834K |
—STATE AUTO FINL CORP | $823K |
DHRDANAHER CORPORATION | $773K |
RNWRENEW ENERGY GLOBAL PLC | $766K |
AEPAMERICAN ELEC PWR CO INC | $754K |
MCDMCDONALDS CORP | $723K |
FFORD MTR CO DEL | $711K |
AOAISHARES TR | $695K |
IWMISHARES TR | $674K |
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