Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 28 | Q3 2023 | 24.8% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 18.7% |
ISHARES TR | 28 | Q3 2023 | 17.9% |
VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 12.2% |
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 3.3% |
ISHARES TR | 28 | Q3 2023 | 3.4% |
ISHARES TR | 28 | Q3 2023 | 3.5% |
ISHARES TR | 28 | Q3 2023 | 1.8% |
VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 2.0% |
ISHARES TR | 28 | Q3 2023 | 4.2% |
View OXFORD FINANCIAL GROUP, LTD. LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-10 |
13F-HR | 2021-11-12 |
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.