HoldingsChannel.com
Oxford Financial Group Ltd. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (MTUM) 688,803 +43,377 $73,344
     MTUM688,803+43,377$73,344
INTUITIVE SURGICAL INC 105,788 +105,788 $52,387
     ISRG105,788+105,788$52,387
VANGUARD INDEX FDS (VTI) 308,624 +67,944 $39,785
     VTI308,624+67,944$39,785
ISHARES TR (IWN) 362,225 +283,809 $29,713
     IWN362,225+283,809$29,713
VANGUARD INDEX FDS (VTV) 324,585 +297,068 $28,908
     VTV324,585+297,068$28,908
LILLY ELI & CO 198,157 +198,157 $27,488
     LLY198,157+198,157$27,488
ISHARES TR (IVV) 92,549 +150 $23,915
     IVV92,549+150$23,915
SCHWAB STRATEGIC TR 701,131 -69,376 $21,966
     FNDX701,131-69,376$21,966
VANGUARD INTL EQUITY INDEX F (VT) 209,500 -38,476 $13,157
     VT209,500-38,476$13,157
MANAGED PORTFOLIO SER 959,519 +97,021 $13,030
     TPYP959,519+97,021$13,030
VANECK VECTORS ETF TR (ANGL) 486,031 +38,695 $12,297
     ANGL486,031+38,695$12,297
SPDR S&P 500 ETF TR (SPY) 38,138 +1,636 $9,830
     SPY38,138+1,636$9,830
DOMINOS PIZZA INC 30,003 +30,003 $9,723
     DPZ30,003+30,003$9,723
OLD NATL BANCORP IND 523,251 +523,251 $6,902
     ONB523,251+523,251$6,902
BERKSHIRE HATHAWAY INC DEL      $5,749
     BRK.B26,981+26,981$4,933
     BRK.A3+3$816
ISHARES TR (AOR) 128,883 -19,911 $5,333
     AOR128,883-19,911$5,333
APPLE INC 20,095 +20,095 $5,110
     AAPL20,095+20,095$5,110
ISHARES TR (IWD) 50,231 -4,996 $4,982
     IWD50,231-4,996$4,982
ISHARES TR (IWB) 34,335 UNCH $4,859
     IWB34,335UNCH$4,859
VANGUARD INDEX FDS (VOO) 18,829 UNCH $4,459
     VOO18,829UNCH$4,459
CORCEPT THERAPEUTICS INC 332,436 +332,436 $3,953
     CORT332,436+332,436$3,953
VANGUARD INDEX FDS (VXF) 42,877 -185 $3,882
     VXF42,877-185$3,882
ISHARES TR (TIP) 32,513 -1,734 $3,834
     TIP32,513-1,734$3,834
ISHARES INC (ESGE) 136,641 -7,901 $3,740
     ESGE136,641-7,901$3,740
JPMORGAN CHASE & CO 40,695 +40,695 $3,664
     JPM40,695+40,695$3,664
SPDR INDEX SHS FDS (GNR) 115,342 +11,187 $3,569
     GNR115,342+11,187$3,569
VANGUARD INTL EQUITY INDEX F (VWO) 93,719 -6,240 $3,144
     VWO93,719-6,240$3,144
VANGUARD INTL EQUITY INDEX F (VEU) 66,181 -7,275 $2,715
     VEU66,181-7,275$2,715
VANGUARD TAX MANAGED INTL FD (VEA) 81,319 +2,844 $2,711
     VEA81,319+2,844$2,711
MICROSOFT CORP 12,705 +12,705 $2,004
     MSFT12,705+12,705$2,004
ISHARES TR (EEM) 57,325 +4,104 $1,957
     EEM57,325+4,104$1,957
CERNER CORP 27,000 +27,000 $1,701
     CERN27,000+27,000$1,701
VANGUARD WHITEHALL FDS (VWOB) 23,036 +2,655 $1,622
     VWOB23,036+2,655$1,622
PROCTER & GAMBLE CO 14,601 +14,601 $1,606
     PG14,601+14,601$1,606
VANGUARD WHITEHALL FDS (VYM) 22,612 +22,612 $1,600
     VYM22,612+22,612$1,600
CISCO SYS INC 39,491 +39,491 $1,552
     CSCO39,491+39,491$1,552
ISHARES TR (EFA) 27,507 UNCH $1,471
     EFA27,507UNCH$1,471
SCHWAB STRATEGIC TR 22,258 +161 $1,363
     SCHX22,258+161$1,363
NIKE INC 16,120 +16,120 $1,334
     NKE16,120+16,120$1,334
AMAZON COM INC 682 +682 $1,330
     AMZN682+682$1,330
VANGUARD INDEX FDS (VNQ) 18,464 -32,607 $1,290
     VNQ18,464-32,607$1,290
ISHARES TR (IUSV) 26,446 +26,446 $1,221
     IUSV26,446+26,446$1,221
ISHARES TR (IWF) 8,014 -7 $1,207
     IWF8,014-7$1,207
DISNEY WALT CO 12,394 +12,394 $1,197
     DIS12,394+12,394$1,197
BRISTOL MYERS SQUIBB CO      $1,141
     BMY19,417+19,417$1,082
     RIGHT 99 99 999915,638+15,638$59
ISHARES TR (MUB) 9,616 UNCH $1,087
     MUB9,616UNCH$1,087
PROGRESSIVE CORP OHIO 14,720 +14,720 $1,087
     PGR14,720+14,720$1,087
EXXON MOBIL CORP 28,129 +28,129 $1,068
     XOM28,129+28,129$1,068
AMGEN INC 5,230 +5,230 $1,060
     AMGN5,230+5,230$1,060
ISHARES TR (ITOT) 18,320 UNCH $1,048
     ITOT18,320UNCH$1,048

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

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

Size ($ in 1000's)
At 03/31/2020: $500,461
At 12/31/2019: $360,417

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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