| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q2 2024 | 18.7% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 24.8% |
| ISHARES TR | 31 | Q2 2024 | 17.9% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 12.2% |
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 3.3% |
| ISHARES TR | 31 | Q2 2024 | 3.4% |
| ISHARES TR | 31 | Q2 2024 | 3.5% |
| ISHARES TR | 31 | Q2 2024 | 1.8% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 2.0% |
| ISHARES TR | 31 | Q2 2024 | 4.2% |
View OXFORD FINANCIAL GROUP, LTD. LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| N-PX | 2024-08-02 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-11 |
View OXFORD FINANCIAL GROUP, LTD. LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.