HoldingsChannel.com
Oxford Financial Group Ltd. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (MTUM) 636,998 +58,860 $75,548
     MTUM636,998+58,860$75,548
SCHWAB STRATEGIC TR 1,138,277 -17,765 $44,518
     FNDX1,138,277-17,765$44,518
VANGUARD INDEX FDS (VTI) 180,057 +42,351 $27,025
     VTI180,057+42,351$27,025
ISHARES TR (IVV) 81,693 +1,349 $24,079
     IVV81,693+1,349$24,079
VANGUARD INTL EQUITY INDEX F (VT) 282,791 -4,888 $21,255
     VT282,791-4,888$21,255
VANECK VECTORS ETF TR (ANGL) 596,926 +62,219 $17,490
     ANGL596,926+62,219$17,490
ISHARES TR (AOR) 176,518 +668 $8,123
     AOR176,518+668$8,123
ISHARES TR (IWN) 53,748 +25,169 $6,477
     IWN53,748+25,169$6,477
SPDR INDEX SHS FDS (GNR) 125,401 -32,195 $5,752
     GNR125,401-32,195$5,752
ISHARES TR (IWD) 44,394 UNCH $5,648
     IWD44,394UNCH$5,648
ISHARES INC (IEMG) 104,060 UNCH $5,353
     IEMG104,060UNCH$5,353
SPDR S AND P 500 ETF TR (SPY) 16,766 -72 $4,912
     SPY16,766-72$4,912
VANGUARD INDEX FDS (VOO) 18,242 UNCH $4,910
     VOO18,242UNCH$4,910
ISHARES TR (IWB) 29,451 UNCH $4,794
     IWB29,451UNCH$4,794
VANGUARD INTL EQUITY INDEX F (VWO) 105,424 -4,762 $4,484
     VWO105,424-4,762$4,484
ISHARES INC (ESGE) 125,280 +16,427 $4,260
     ESGE125,280+16,427$4,260
VANGUARD INDEX FDS (VXF) 35,064 +5,039 $4,158
     VXF35,064+5,039$4,158
VANGUARD INTL EQUITY INDEX F (VEU) 73,456 -2,619 $3,746
     VEU73,456-2,619$3,746
VANGUARD INDEX FDS (VTV) 29,698 -617 $3,294
     VTV29,698-617$3,294
VANGUARD INDEX FDS (VNQ) 37,316 -1,025 $3,261
     VNQ37,316-1,025$3,261
ISHARES TR (TIP) 25,683 -1,654 $2,966
     TIP25,683-1,654$2,966
UBS AG JERSEY BRH 120,720 -399 $2,696
     MLPI120,720-399$2,696
ISHARES TR (IGE) 84,041 UNCH $2,580
     IGE84,041UNCH$2,580
VANGUARD TAX MANAGED INTL FD (VEA) 53,941 UNCH $2,250
     VEA53,941UNCH$2,250
SCHWAB STRATEGIC TR 21,688 +39 $1,522
     SCHX21,688+39$1,522
ISHARES TR (IJR) 17,203 +260 $1,347
     IJR17,203+260$1,347
ISHARES TR (ITOT) 18,320 UNCH $1,221
     ITOT18,320UNCH$1,221
ISHARES TR (MUB) 8,591 UNCH $972
     MUB8,591UNCH$972
SPDR S AND P MIDCAP 400 ETF TR (MDY) 2,587 UNCH $917
     MDY2,587UNCH$917
ISHARES TR (IWR) 16,018 UNCH $895
     IWR16,018UNCH$895
ISHARES TR (IJH) 4,531 UNCH $880
     IJH4,531UNCH$880
ISHARES TR (EFA) 12,288 -1,681 $808
     EFA12,288-1,681$808
ISHARES TR (IWM) 4,814 UNCH $749
     IWM4,814UNCH$749
INVESCO EXCHANGE TRADED FD T (RYT) 4,021 +796 $713
     RYT4,021+796$713
SCHWAB STRATEGIC TR 17,814 +38 $572
     SCHF17,814+38$572
ISHARES TR (IWP) 3,539 +200 $505
     IWP3,539+200$505
JPMORGAN CHASE AND CO 19,827 -13,824 $498
     AMJ19,827-13,824$498
ISHARES TR (IVE) 3,906 -218 $455
     IVE3,906-218$455
ISHARES TR (SUSA) 3,674 UNCH $448
     SUSA3,674UNCH$448
ISHARES TR (EEM) 10,402 UNCH $446
     EEM10,402UNCH$446
SPDR DOW JONES INDL AVRG ETF (DIA) 1,594 UNCH $424
     DIA1,594UNCH$424
SCHWAB STRATEGIC TR 4,639 +10 $332
     SCHA4,639+10$332
ISHARES TR (IWF) 2,031 UNCH $320
     IWF2,031UNCH$320
ISHARES TR (IWO) 1,446 UNCH $290
     IWO1,446UNCH$290
PIMCO ETF TR (MUNI) 5,160 UNCH $283
     MUNI5,160UNCH$283
VANGUARD INDEX FDS (VB) 1,776 UNCH $278
     VB1,776UNCH$278
VANGUARD INDEX FDS (VUG) 1,657 UNCH $271
     VUG1,657UNCH$271

See Full List: All Stocks Held By Oxford Financial Group Ltd.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Oxford Financial Group Ltd.

Size ($ in 1000's)
At 06/30/2019: $304,966
At 03/31/2019: $279,753

Oxford Financial Group Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oxford Financial Group Ltd. 13F filings. Link to 13F filings: SEC filings

Oxford Financial Group Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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