OXFORD FINANCIAL GROUP, LTD. LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$858.5B
Holdings
262
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (262 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ATLANTIC COASTAL ACQUISTN CO | 10,083 | $504K | 0.00% | |
| 2 | SPDWSPDR INDEX SHS FDS | 8 | $238K | 0.00% | |
| 3 | MUBISHARES TR | 984,173 | $103K | 0.00% | |
| 4 | VTIVANGUARD INDEX FDS | 529,641 | $101K | 0.00% | |
| 5 | MTUMISHARES TR | 527,939 | $77K | 0.00% | |
| 6 | LLYLILLY ELI & CO | 183,661 | $67K | 0.00% | |
| 7 | ISRGINTUITIVE SURGICAL INC | 151,924 | $40K | 0.00% | |
| 8 | VTVVANGUARD INDEX FDS | 287,376 | $40K | 0.00% | |
| 9 | WGOWINNEBAGO INDS INC | 747,839 | $39K | 0.00% | |
| 10 | IVVISHARES TR | 102,135 | $39K | 0.00% | |
| 11 | FNDXSCHWAB STRATEGIC TR | 457,466 | $24K | 0.00% | |
| 12 | JCPIJ P MORGAN EXCHANGE TRADED F | 494,173 | $22K | 0.00% | |
| 13 | MCDMCDONALDS CORP | 77,343 | $20K | 0.00% | |
| 14 | ACWIISHARES TR | 225,538 | $19K | 0.00% | |
| 15 | AAPLAPPLE INC | 125,012 | $16K | 0.00% | |
| 16 | VTVANGUARD INTL EQUITY INDEX F | 145,624 | $12K | 0.00% | |
| 17 | SPYSPDR S&P 500 ETF TR | 33,627 | $12K | 0.00% | |
| 18 | EFAISHARES TR | 171,845 | $11K | 0.00% | |
| 19 | REETISHARES TR | 457,993 | $10K | 0.00% | |
| 20 | SYBTSTOCK YDS BANCORP INC | 147,214 | $9K | 0.00% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,575 | $7K | 0.00% | |
| 22 | ON1OLD NATL BANCORP IND | 430,212 | $7K | 0.00% | |
| 23 | VOOVANGUARD INDEX FDS | 18,514 | $6K | 0.00% | |
| 24 | IWDISHARES TR | 42,893 | $6K | 0.00% | |
| 25 | JPMJPMORGAN CHASE & CO | 38,857 | $5K | 0.00% | |
| 26 | IWNISHARES TR | 36,617 | $5K | 0.00% | |
| 27 | IWBISHARES TR | 26,438 | $5K | 0.00% | |
| 28 | GIISPDR INDEX SHS FDS | 85,675 | $4K | 0.00% | |
| 29 | VXFVANGUARD INDEX FDS | 36,849 | $4K | 0.00% | |
| 30 | ESGEISHARES INC | 154,503 | $4K | 0.00% | |
| 31 | GNRSPDR INDEX SHS FDS | 67,205 | $3K | 0.00% | |
| 32 | BRK-BBERKSHIRE HATHAWAY INC DEL | 8 | $3K | 0.00% | |
| 33 | KEKIMBALL ELECTRONICS INC | 156,339 | $3K | 0.00% | |
| 34 | DPZDOMINOS PIZZA INC | 10,114 | $3K | 0.00% | |
| 35 | NKENIKE INC | 18,300 | $2K | 0.00% | |
| 36 | USMVISHARES TR | 38,663 | $2K | 0.00% | |
| 37 | PGPROCTER AND GAMBLE CO | 16,371 | $2K | 0.00% | |
| 38 | AQLTISHARES TR | 33,023 | $2K | 0.00% | |
| 39 | IVEISHARES TR | 18,072 | $2K | 0.00% | |
| 40 | XOMEXXON MOBIL CORP | 20,108 | $2K | 0.00% | |
| 41 | IVWISHARES TR | 49,833 | $2K | 0.00% | |
| 42 | MSFTMICROSOFT CORP | 11,851 | $2K | 0.00% | |
| 43 | IJHISHARES TR | 5,324 | $1K | 0.00% | |
| 44 | IWMISHARES TR | 7,798 | $1K | 0.00% | |
| 45 | AONAON PLC | 4,878 | $1K | 0.00% | |
| 46 | KKRKKR & CO INC | 22,515 | $1K | 0.00% | |
| 47 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,378 | $1K | 0.00% | |
| 48 | VEUVANGUARD INTL EQUITY INDEX F | 29,777 | $1K | 0.00% | |
| 49 | JNJJOHNSON & JOHNSON | 10,216 | $1K | 0.00% | |
| 50 | ITOTISHARES TR | 18,347 | $1K | 0.00% | |
| 51 | BALLBALL CORP | 22,274 | $1K | 0.00% | |
| 52 | RJFRAYMOND JAMES FINL INC | 11,360 | $1K | 0.00% | |
| 53 | KOCOCA COLA CO | 22,394 | $1K | 0.00% | |
| 54 | IWVISHARES TR | 6,903 | $1K | 0.00% | |
| 55 | PGRPROGRESSIVE CORP | 11,000 | $1K | 0.00% | |
| 56 | HBNCHORIZON BANCORP INC | 83,045 | $1K | 0.00% | |
| 57 | NEENEXTERA ENERGY INC | 12,296 | $1K | 0.00% | |
| 58 | ETNEATON CORP PLC | 12,339 | $1K | 0.00% | |
| 59 | NVDANVIDIA CORPORATION | 8,095 | $1K | 0.00% | |
| 60 | PEYINVESCO EXCHANGE TRADED FD T | 49,853 | $1K | 0.00% | |
| 61 | DYHTARGET CORP | 7,348 | $1K | 0.00% | |
| 62 | IWFISHARES TR | 8,499 | $1K | 0.00% | |
| 63 | AMZNAMAZON COM INC | 16,108 | $1K | 0.00% | |
| 64 | BBWIBATH & BODY WORKS INC | 41,451 | $1K | 0.00% | |
| 65 | VNQVANGUARD INDEX FDS | 18,566 | $1K | 0.00% | |
| 66 | VYMVANGUARD WHITEHALL FDS | 12,875 | $1K | 0.00% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 3,262 | $1K | 0.00% | |
| 68 | VBVANGUARD INDEX FDS | 10,268 | $1K | 0.00% | |
| 69 | OSH3EUROAK STR HEALTH INC | 55,348 | $1K | 0.00% | |
| 70 | IWRISHARES TR | 15,002 | $1K | 0.00% | |
| 71 | HDHOME DEPOT INC | 3,924 | $1K | 0.00% | |
| 72 | FITBFIFTH THIRD BANCORP | 9,085 | $0 | 0.00% | |
| 73 | VBRVANGUARD INDEX FDS | 450 | $0 | 0.00% | |
| 74 | VTEBVANGUARD MUN BD FDS | 6,805 | $0 | 0.00% | |
| 75 | VWOVANGUARD INTL EQUITY INDEX F | 23,844 | $0 | 0.00% | |
| 76 | ORCLORACLE CORP | 7,046 | $0 | 0.00% | |
| 77 | VWOBVANGUARD WHITEHALL FDS | 44 | $0 | 0.00% | |
| 78 | BABAALIBABA GROUP HLDG LTD | 3,100 | $0 | 0.00% | |
| 79 | ATSG*AIR TRANSPORT SERVICES GRP I | 13,870 | $0 | 0.00% | |
| 80 | CAHCARDINAL HEALTH INC | 3,492 | $0 | 0.00% | |
| 81 | 4I1PHILIP MORRIS INTL INC | 4,056 | $0 | 0.00% | |
| 82 | SCHFSCHWAB STRATEGIC TR | 9,443 | $0 | 0.00% | |
| 83 | BMYBRISTOL-MYERS SQUIBB CO | 7,342 | $0 | 0.00% | |
| 84 | 3M4MASIMO CORP | 3,430 | $0 | 0.00% | |
| 85 | USBUS BANCORP DEL | 11,767 | $0 | 0.00% | |
| 86 | EFVISHARES TR | 1,203 | $0 | 0.00% | |
| 87 | FRMEFIRST MERCHANTS CORP | 6,222 | $0 | 0.00% | |
| 88 | ORLYOREILLY AUTOMOTIVE INC | 326 | $0 | 0.00% | |
| 89 | BABOEING CO | 2,574 | $0 | 0.00% | |
| 90 | SCHKSCHWAB STRATEGIC TR | 504 | $0 | 0.00% | |
| 91 | INGING GROEP N.V. | 10,000 | $0 | 0.00% | |
| 92 | GOOGALPHABET INC | 4,315 | $0 | 0.00% | |
| 93 | IJTISHARES TR | 1,066 | $0 | 0.00% | |
| 94 | VLUEISHARES TR | 318 | $0 | 0.00% | |
| 95 | AMGNAMGEN INC | 2,402 | $0 | 0.00% | |
| 96 | XLISELECT SECTOR SPDR TR | 750 | $0 | 0.00% | |
| 97 | QNSTQUINSTREET INC | 29,250 | $0 | 0.00% | |
| 98 | DDOMINION ENERGY INC | 3,354 | $0 | 0.00% | |
| 99 | DONSPDR DOW JONES INDL AVERAGE | 1,718 | $0 | 0.00% | |
| 100 | CECELANESE CORP DEL | 2,969 | $0 | 0.00% |
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