Holdings Channel
Size ($ in 1000's)
At 09/30/2019: $316,505
At 06/30/2019: $304,966

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
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (MTUM) 644,547 +7,549 $76,862
     MTUM644,547+7,549$76,862
SCHWAB STRATEGIC TR 1,107,183 -31,094 $43,789
     FNDX1,107,183-31,094$43,789
VANGUARD INDEX FDS (VTI) 210,647 +30,590 $31,808
     VTI210,647+30,590$31,808
ISHARES TR (IVV) 89,964 +8,271 $26,856
     IVV89,964+8,271$26,856
VANGUARD INTL EQUITY INDEX F (VT) 266,076 -16,715 $19,908
     VT266,076-16,715$19,908
VANECK VECTORS ETF TR (ANGL) 589,355 -7,571 $17,280
     ANGL589,355-7,571$17,280
ISHARES TR (IWN) 74,926 +21,178 $8,947
     IWN74,926+21,178$8,947
ISHARES TR (IWD) 55,076 +10,682 $7,064
     IWD55,076+10,682$7,064
ISHARES TR (AOR) 152,194 -24,324 $7,010
     AOR152,194-24,324$7,010
SPDR S AND P 500 ETF TR (SPY) 18,311 +1,545 $5,434
     SPY18,311+1,545$5,434
ISHARES INC (IEMG) 104,060 UNCH $5,101
     IEMG104,060UNCH$5,101
VANGUARD INDEX FDS (VOO) 17,849 -393 $4,866
     VOO17,849-393$4,866
ISHARES TR (IWB) 29,451 UNCH $4,846
     IWB29,451UNCH$4,846
ISHARES INC (ESGE) 144,072 +18,792 $4,687
     ESGE144,072+18,792$4,687
SPDR INDEX SHS FDS (GNR) 94,658 -30,743 $4,077
     GNR94,658-30,743$4,077
VANGUARD INDEX FDS (VXF) 34,627 -437 $4,028
     VXF34,627-437$4,028
VANGUARD INTL EQUITY INDEX F (VWO) 96,058 -9,366 $3,867
     VWO96,058-9,366$3,867
VANGUARD INDEX FDS (VNQ) 39,317 +2,001 $3,666
     VNQ39,317+2,001$3,666
VANGUARD INTL EQUITY INDEX F (VEU) 73,456 UNCH $3,665
     VEU73,456UNCH$3,665
VANGUARD INDEX FDS (VTV) 29,243 -455 $3,264
     VTV29,243-455$3,264
ISHARES TR (TIP) 22,619 -3,064 $2,630
     TIP22,619-3,064$2,630
UBS AG JERSEY BRH 120,720 UNCH $2,517
     MLPI120,720UNCH$2,517
ISHARES TR (IGE) 84,607 +566 $2,460
     IGE84,607+566$2,460
ISHARES TR (EEM) 51,446 +41,044 $2,103
     EEM51,446+41,044$2,103
ISHARES TR (EFA) 27,705 +15,417 $1,807
     EFA27,705+15,417$1,807
VANGUARD TAX MANAGED INTL FD (VEA) 42,408 -11,533 $1,742
     VEA42,408-11,533$1,742
SCHWAB STRATEGIC TR 21,823 +135 $1,548
     SCHX21,823+135$1,548
ISHARES TR (IJR) 17,203 UNCH $1,339
     IJR17,203UNCH$1,339
ISHARES TR (IWF) 7,775 +5,744 $1,241
     IWF7,775+5,744$1,241
ISHARES TR (ITOT) 18,320 UNCH $1,229
     ITOT18,320UNCH$1,229
SPDR S AND P MIDCAP 400 ETF TR (MDY) 2,979 +392 $1,050
     MDY2,979+392$1,050
ISHARES TR (MUB) 8,591 UNCH $980
     MUB8,591UNCH$980
ISHARES TR (IWR) 16,018 UNCH $896
     IWR16,018UNCH$896
ISHARES TR (IJH) 4,531 UNCH $876
     IJH4,531UNCH$876
ISHARES TR (IWM) 4,814 UNCH $729
     IWM4,814UNCH$729
INVESCO EXCHANGE TRADED FD T (RYT) 4,021 UNCH $719
     RYT4,021UNCH$719
ISHARES TR (IWP) 4,987 +1,448 $705
     IWP4,987+1,448$705
SCHWAB STRATEGIC TR 17,995 +181 $573
     SCHF17,995+181$573
ISHARES TR (IVE) 3,906 UNCH $465
     IVE3,906UNCH$465
ISHARES TR (IWO) 2,411 +965 $465
     IWO2,411+965$465
JPMORGAN CHASE AND CO 19,827 UNCH $461
     AMJ19,827UNCH$461
ISHARES TR (SUSA) 3,674 UNCH $454
     SUSA3,674UNCH$454
SPDR DOW JONES INDL AVRG ETF (DIA) 1,594 UNCH $429
     DIA1,594UNCH$429
ISHARES TR (IWS) 4,236 +4,236 $380
     IWS4,236+4,236$380
SCHWAB STRATEGIC TR 4,664 +25 $325
     SCHA4,664+25$325
PIMCO ETF TR (MUNI) 5,160 UNCH $285
     MUNI5,160UNCH$285
ISHARES TR (IDV) 9,178 +9,178 $282
     IDV9,178+9,178$282
VANGUARD INDEX FDS (VUG) 1,657 UNCH $276
     VUG1,657UNCH$276
VANGUARD INDEX FDS (VB) 1,776 UNCH $273
     VB1,776UNCH$273

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.

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