OXFORD FINANCIAL GROUP, LTD. LLC Q1 2021 Filing
Filed May 10, 2021
Portfolio Value
$721.3B
Holdings
216
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (216 positions)
| Stock | Value |
|---|---|
MTUMISHARES TR | $105.6M |
VTIVANGUARD INDEX FDS | $89.2M |
ISRGINTUITIVE SURGICAL INC | $63.2M |
IWNISHARES TR | $55.8M |
VTVVANGUARD INDEX FDS | $40.3M |
LLYLILLY ELI & CO | $35.6M |
IVVISHARES TR | $32.3M |
FNDXSCHWAB STRATEGIC TR | $32.0M |
VTVANGUARD INTL EQUITY INDEX F | $17.8M |
ANGLVANECK VECTORS ETF TR | $17.0M |
SPYSPDR S&P 500 ETF TR | $14.7M |
HBNCHORIZON BANCORP INC | $11.6M |
VOOVANGUARD INDEX FDS | $9.4M |
ON1OLD NATL BANCORP IND | $9.3M |
AAPLAPPLE INC | $8.8M |
IWDISHARES TR | $8.2M |
IWBISHARES TR | $7.9M |
DPZDOMINOS PIZZA INC | $7.4M |
VXFVANGUARD INDEX FDS | $6.7M |
ESGEISHARES INC | $6.3M |
JPMJPMORGAN CHASE & CO | $6.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.0M |
GNRSPDR INDEX SHS FDS | $4.3M |
REETISHARES TR | $4.2M |
VWOVANGUARD INTL EQUITY INDEX F | $3.7M |
VLUEISHARES TR | $2.9M |
MSFTMICROSOFT CORP | $2.8M |
EEMISHARES TR | $2.8M |
ABMDEURABIOMED INC | $2.6M |
TIPISHARES TR | $2.6M |
AMZNAMAZON COM INC | $2.4M |
IWFISHARES TR | $2.3M |
PGPROCTER AND GAMBLE CO | $2.0M |
NKENIKE INC | $2.0M |
VNQVANGUARD INDEX FDS | $1.8M |
DISDISNEY WALT CO | $1.7M |
DEDEERE & CO | $1.7M |
ETNEATON CORP PLC | $1.7M |
VEUVANGUARD INTL EQUITY INDEX F | $1.7M |
ITOTISHARES TR | $1.7M |
IWVISHARES TR | $1.6M |
CPRTCOPART INC | $1.6M |
EFAISHARES TR | $1.6M |
HRCHILL ROM HLDGS INC | $1.5M |
WELLWELLTOWER INC | $1.4M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.4M |
GOOGALPHABET INC | $1.3M |
VWOBVANGUARD WHITEHALL FDS | $1.3M |
VYMVANGUARD WHITEHALL FDS | $1.3M |
XOMEXXON MOBIL CORP | $1.3M |
AMGNAMGEN INC | $1.3M |
ETENERGY TRANSFER LP | $1.2M |
ABTABBOTT LABS | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
EFAXSPDR INDEX SHS FDS | $1.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.2M |
AORISHARES TR | $1.2M |
IWRISHARES TR | $1.1M |
LEGLEGGETT & PLATT INC | $1.1M |
AONAON PLC | $1.1M |
CVXCHEVRON CORP NEW | $1.1M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
PGRPROGRESSIVE CORP | $1.1M |
KKRKKR & CO INC | $1.1M |
USBUS BANCORP DEL | $1.0M |
DYHTARGET CORP | $1.0M |
MUBISHARES TR | $997K |
VEAVANGUARD TAX-MANAGED INTL FD | $991K |
VBVANGUARD INDEX FDS | $974K |
DBOINVESCO DB MULTI-SECTOR COMM | $942K |
PEPPEPSICO INC | $929K |
IWPISHARES TR | $929K |
RJFRAYMOND JAMES FINL INC | $923K |
IJHISHARES TR | $898K |
NEENEXTERA ENERGY INC | $894K |
IJRISHARES TR | $865K |
PYPLPAYPAL HLDGS INC | $831K |
BALLBALL CORP | $819K |
NINISOURCE INC | $810K |
ORCLORACLE CORP | $790K |
IVEISHARES TR | $789K |
3M4MASIMO CORP | $788K |
VGTVANGUARD WORLD FDS | $774K |
GOOGLALPHABET INC | $742K |
LBEURL BRANDS INC | $738K |
CRMSALESFORCE COM INC | $731K |
IWOISHARES TR | $729K |
BNLBROADSTONE NET LEASE INC | $719K |
AEPAMERICAN ELEC PWR CO INC | $716K |
TSLATESLA INC | $708K |
G2CEVERI HLDGS INC | $655K |
HDHOME DEPOT INC | $655K |
MCDMCDONALDS CORP | $626K |
SNEXSTONEX GROUP INC | $618K |
SPGSIMON PPTY GROUP INC NEW | $609K |
CRMDCORMEDIX INC | $608K |
KOCOCA COLA CO | $603K |
DONSPDR DOW JONES INDL AVERAGE | $596K |
QNSTQUINSTREET INC | $594K |
Page 1 of 3Next