HoldingsChannel.com
All Stocks Held By Oxford Financial Group Ltd.
As of  12/31/2019
   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (MTUM) 645,426 +879 $81,040
     MTUM645,426+879$81,040
VANGUARD INDEX FDS (VTI) 240,680 +30,033 $39,380
     VTI240,680+30,033$39,380
SCHWAB STRATEGIC TR 770,507 -336,676 $32,885
     FNDX770,507-336,676$32,885
ISHARES TR (IVV) 92,399 +2,435 $29,867
     IVV92,399+2,435$29,867
MANAGED PORTFOLIO SER 862,498 +862,498 $20,269
     TPYP862,498+862,498$20,269
VANGUARD INTL EQUITY INDEX F (VT) 247,976 -18,100 $20,084
     VT247,976-18,100$20,084
VANECK VECTORS ETF TRUST (ANGL) 447,336 -142,019 $13,353
     ANGL447,336-142,019$13,353
SPDR S AND P 500 ETF TR (SPY) 36,502 +18,191 $11,749
     SPY36,502+18,191$11,749
ISHARES TR (IWN) 78,416 +3,490 $10,083
     IWN78,416+3,490$10,083
ISHARES TR (IWD) 55,227 +151 $7,537
     IWD55,227+151$7,537
ISHARES TR (AOR) 148,794 -3,400 $7,118
     AOR148,794-3,400$7,118
ISHARES INC (IEMG) 122,237 +18,177 $6,571
     IEMG122,237+18,177$6,571
ISHARES TR (IWB) 34,335 +4,884 $6,126
     IWB34,335+4,884$6,126
VANGUARD INDEX FDS (VOO) 18,829 +980 $5,570
     VOO18,829+980$5,570
VANGUARD INDEX FDS (VXF) 43,062 +8,435 $5,425
     VXF43,062+8,435$5,425
ISHARES INC (ESGE) 144,542 +470 $5,193
     ESGE144,542+470$5,193
SPDR INDEX SHS FDS (GNR) 104,155 +9,497 $4,807
     GNR104,155+9,497$4,807
VANGUARD INDEX FDS (VNQ) 51,071 +11,754 $4,739
     VNQ51,071+11,754$4,739
VANGUARD INTL EQUITY INDEX F (VWO) 99,959 +3,901 $4,445
     VWO99,959+3,901$4,445
ISHARES TR (TIP) 34,247 +11,628 $3,992
     TIP34,247+11,628$3,992
VANGUARD INTL EQUITY INDEX F (VEU) 73,456 UNCH $3,948
     VEU73,456UNCH$3,948
VANGUARD TAX MANAGED INTL FD (VEA) 78,475 +36,067 $3,458
     VEA78,475+36,067$3,458
VANGUARD INDEX FDS (VTV) 27,517 -1,726 $3,298
     VTV27,517-1,726$3,298
ISHARES TR (IGE) 84,607 UNCH $2,547
     IGE84,607UNCH$2,547
ISHARES TR (EEM) 53,221 +1,775 $2,388
     EEM53,221+1,775$2,388
ISHARES TR (SHV) 18,542 +18,542 $2,048
     SHV18,542+18,542$2,048
ISHARES TR (EFA) 27,507 -198 $1,910
     EFA27,507-198$1,910
SCHWAB STRATEGIC TR 22,097 +274 $1,697
     SCHX22,097+274$1,697
VANGUARD WHITEHALL FDS INC (VWOB) 20,381 +20,381 $1,659
     VWOB20,381+20,381$1,659
ISHARES TR (IWF) 8,021 +246 $1,411
     IWF8,021+246$1,411
ISHARES TR (ITOT) 18,320 UNCH $1,332
     ITOT18,320UNCH$1,332
ISHARES TR (IJR) 14,598 -2,605 $1,224
     IJR14,598-2,605$1,224
SPDR S AND P MIDCAP 400 ETF TR (MDY) 3,006 +27 $1,128
     MDY3,006+27$1,128
ISHARES TR (MUB) 9,616 +1,025 $1,095
     MUB9,616+1,025$1,095
ISHARES TR (IWV) 5,747 +5,747 $1,083
     IWV5,747+5,747$1,083
ISHARES TR (IWR) 16,018 UNCH $955
     IWR16,018UNCH$955
ISHARES TR (IJH) 4,552 +21 $937
     IJH4,552+21$937
ISHARES TR (IWP) 5,525 +538 $843
     IWP5,525+538$843
INVESCO EXCHANGE TRADED FD T (RYT) 4,021 UNCH $796
     RYT4,021UNCH$796
ISHARES TR (IWM) 4,607 -207 $763
     IWM4,607-207$763
SCHWAB STRATEGIC TR 18,429 +434 $620
     SCHF18,429+434$620
VANGUARD INDEX FDS (VB) 3,671 +1,895 $608
     VB3,671+1,895$608
SPDR DOW JONES INDL AVRG ETF (DIA) 1,839 +245 $524
     DIA1,839+245$524
ISHARES TR (IWO) 2,432 +21 $521
     IWO2,432+21$521
ISHARES TR (IVE) 3,844 -62 $500
     IVE3,844-62$500
SELECT SECTOR SPDR TR (XLF) 16,235 +16,235 $500
     XLF16,235+16,235$500
ISHARES TR (SUSA) 3,674 UNCH $492
     SUSA3,674UNCH$492
ISHARES TR (IWS) 4,296 +60 $407
     IWS4,296+60$407
SCHWAB STRATEGIC TR 4,715 +51 $357
     SCHA4,715+51$357
ISHARES TR (IDV) 9,178 UNCH $308
     IDV9,178UNCH$308
VANGUARD INDEX FDS (VUG) 1,657 UNCH $302
     VUG1,657UNCH$302
PIMCO ETF TR (MUNI) 5,160 UNCH $285
     MUNI5,160UNCH$285
SSGA ACTIVE ETF TR (TOTL) 4,902 +0 $240
     TOTL4,902UNCH$240
JPMORGAN CHASE AND CO $0 (exited)
     AMJ0-19,827$0
UBS AG JERSEY BRH 0 -120,720 $0 (exited)
     MLPI0-120,720$0

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

EntityShares/Amount
Change
Position Value
Change
TPYP +862,498+$20,269
SHV +18,542+$2,048
VWOB +20,381+$1,659
IWV +5,747+$1,083
XLF +16,235+$500
EntityShares/Amount
Change
Position Value
Change
MLPI -120,720-$2,517
AMJ -19,827-$461
EntityShares/Amount
Change
Position Value
Change
VEA +36,067+$1,716
VTI +30,033+$7,572
SPY +18,191+$6,315
IEMG +18,177+$1,470
VNQ +11,754+$1,073
TIP +11,628+$1,362
GNR +9,497+$730
VXF +8,435+$1,397
IWB +4,884+$1,280
VWO +3,901+$578
EntityShares/Amount
Change
Position Value
Change
FNDX -336,676-$10,904
ANGL -142,019-$3,927
VT -18,100+$176
AOR -3,400+$108
IJR -2,605-$115
VTV -1,726+$34
IWM -207+$34
EFA -198+$103
IVE -62+$35
Size ($ in 1000's)
At 12/31/2019: $360,417
At 09/30/2019: $316,505

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

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