OXFORD FINANCIAL GROUP, LTD. LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$891.2B
Holdings
260
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (260 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | CMCSACOMCAST CORP NEW | 8,810 | $0 | 0.00% | |
| 202 | VVISA INC | 2,341 | $0 | 0.00% | |
| 203 | HBNCHORIZON BANCORP INC | 83,045 | $0 | 0.00% | |
| 204 | —BOXLIGHT CORP | 43,330 | $0 | 0.00% | |
| 205 | CFAVICTORY PORTFOLIOS II | 3,050 | $0 | 0.00% | |
| 206 | SCHBSCHWAB STRATEGIC TR | 525 | $0 | 0.00% | |
| 207 | METAMETA PLATFORMS INC | 1,669 | $0 | 0.00% | |
| 208 | VHTVANGUARD WORLD FDS | 123 | $0 | 0.00% | |
| 209 | TSLATESLA INC | 2,323 | $0 | 0.00% | |
| 210 | SMRTSMARTRENT INC | 32,963 | $0 | 0.00% | |
| 211 | VIGVANGUARD SPECIALIZED FUNDS | 1,973 | $0 | 0.00% | |
| 212 | CLCOLGATE PALMOLIVE CO | 4,065 | $0 | 0.00% | |
| 213 | PEYINVESCO EXCHANGE TRADED FD T | 48,093 | $0 | 0.00% | |
| 214 | EWEDWARDS LIFESCIENCES CORP | 2,455 | $0 | 0.00% | |
| 215 | IUSBISHARES TR | 133 | $0 | 0.00% | |
| 216 | DRIVGLOBAL X FDS | 152 | $0 | 0.00% | |
| 217 | AMJEURJPMORGAN CHASE & CO | 1,639 | $0 | 0.00% | |
| 218 | DFIVDIMENSIONAL ETF TRUST | 2,900 | $0 | 0.00% | |
| 219 | PNCPNC FINL SVCS GROUP INC | 2,339 | $0 | 0.00% | |
| 220 | EFAVISHARES TR | 2,114 | $0 | 0.00% | |
| 221 | VSSVANGUARD INTL EQUITY INDEX F | 18 | $0 | 0.00% | |
| 222 | SUSAISHARES TR | 3,106 | $0 | 0.00% | |
| 223 | CVXCHEVRON CORP NEW | 3,983 | $0 | 0.00% | |
| 224 | XLVSELECT SECTOR SPDR TR | 42 | $0 | 0.00% | |
| 225 | LINLINDE PLC | 942 | $0 | 0.00% | |
| 226 | DFATDIMENSIONAL ETF TRUST | 1,009 | $0 | 0.00% | |
| 227 | ARKKARK ETF TR | 2,636 | $0 | 0.00% | |
| 228 | AEEAMEREN CORP | 3,649 | $0 | 0.00% | |
| 229 | PEPPEPSICO INC | 4,420 | $0 | 0.00% | |
| 230 | CATCATERPILLAR INC | 1,143 | $0 | 0.00% | |
| 231 | EFAXSPDR INDEX SHS FDS | 16,243 | $0 | 0.00% | |
| 232 | SPGSIMON PPTY GROUP INC NEW | 1,981 | $0 | 0.00% | |
| 233 | ELANELANCO ANIMAL HEALTH INC | 10,219 | $0 | 0.00% | |
| 234 | ARKQARK ETF TR | 1,209 | $0 | 0.00% | |
| 235 | BDXBECTON DICKINSON & CO | 986 | $0 | 0.00% | |
| 236 | ACNACCENTURE PLC IRELAND | 1,615 | $0 | 0.00% | |
| 237 | SCHASCHWAB STRATEGIC TR | 2,350 | $0 | 0.00% | |
| 238 | ETENERGY TRANSFER L P | 15,599 | $0 | 0.00% | |
| 239 | WFCWELLS FARGO CO NEW | 11,155 | $0 | 0.00% | |
| 240 | DFASDIMENSIONAL ETF TRUST | 480 | $0 | 0.00% | |
| 241 | INBKFIRST INTERNET BANCORP | 13,034 | $0 | 0.00% | |
| 242 | AQLTISHARES TR | 4,338 | $0 | 0.00% | |
| 243 | MAMASTERCARD INCORPORATED | 763 | $0 | 0.00% | |
| 244 | LCTXLINEAGE CELL THERAPEUTICS IN | 12,630 | $0 | 0.00% | |
| 245 | IYY*ISHARES TR | 1,046 | $0 | 0.00% | |
| 246 | ABTABBOTT LABS | 7,334 | $0 | 0.00% | |
| 247 | RSPINVESCO EXCHANGE TRADED FD T | 561 | $0 | 0.00% | |
| 248 | VOVANGUARD INDEX FDS | 3,274 | $0 | 0.00% | |
| 249 | SCHGSCHWAB STRATEGIC TR | 13,077 | $0 | 0.00% | |
| 250 | FXFINVESCO CURRENCYSHARES SWISS | 2,950 | $0 | 0.00% | |
| 251 | VBVANGUARD INDEX FDS | 4,653 | $0 | 0.00% | |
| 252 | IJJISHARES TR | 325 | $0 | 0.00% | |
| 253 | CRMSALESFORCE INC | 1,106 | $0 | 0.00% | |
| 254 | IYHISHARES TR | 78 | $0 | 0.00% | |
| 255 | IBMINTERNATIONAL BUSINESS MACHS | 1,766 | $0 | 0.00% | |
| 256 | VPUVANGUARD WORLD FDS | 52 | $0 | 0.00% | |
| 257 | PHOINVESCO EXCHANGE TRADED FD T | 4,440 | $0 | 0.00% | |
| 258 | VVVANGUARD INDEX FDS | 1,051 | $0 | 0.00% | |
| 259 | FNDESCHWAB STRATEGIC TR | 6,269 | $0 | 0.00% | |
| 260 | PFFISHARES TR | 700 | $0 | 0.00% |
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