Oxford Financial Group, Ltd. LLC
All holdings · as of Mar 31, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $248.44M | 13.4% |
| LISTED FDS TR | $205.50M | 11.1% |
| Intuitive Surgical Inc | $167.69M | 9.0% |
| SPDR INDEX SHS FDS | $139.07M | 7.5% |
| ELI LILLY & Co | $119.22M | 6.4% |
| INVESTMENT MANAGERS SER TR I | $92.47M | 5.0% |
| ISHARES TR | $88.11M | 4.7% |
| ETF SER SOLUTIONS | $79.49M | 4.3% |
| AMERICAN CENTY ETF TR | $62.20M | 3.3% |
| ISHARES TR | $58.45M | 3.1% |
| VANGUARD INDEX FDS | $49.46M | 2.7% |
| Apple Inc. | $42.02M | 2.3% |
| STATE STR SPDR S&P 500 ETF T | $34.08M | 1.8% |
| ISHARES TR | $27.56M | 1.5% |
| MCDONALD'S CORP | $25.12M | 1.4% |
| SCHWAB STRATEGIC TR | $21.43M | 1.2% |
| NVIDIA Corp | $20.07M | 1.1% |
| ISHARES TR | $15.98M | 0.9% |
| iShares MSCI UAE ETF | $15.81M | 0.9% |
| MICROSOFT CORP | $14.39M | 0.8% |
| JPMORGAN CHASE & CO | $13.18M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $13.03M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $12.46M | 0.7% |
| Stock Yards Bancorp, Inc. | $9.69M | 0.5% |
| ISHARES TR | $9.55M | 0.5% |
| Copart Inc | $9.26M | 0.5% |
| ISHARES TR | $8.70M | 0.5% |
| Kimball Electronics, Inc. | $8.11M | 0.4% |
| VANGUARD INDEX FDS | $7.53M | 0.4% |
| ISHARES INC | $7.16M | 0.4% |
| Amazon.com Inc | $5.68M | 0.3% |
| Alphabet Inc. | $5.57M | 0.3% |
| ISHARES TR | $5.09M | 0.3% |
| Warren E. Buffett | $4.75M | 0.3% |
| ISHARES TR | $4.69M | 0.3% |
| ISHARES TR | $4.67M | 0.3% |
| Eaton Corp plc | $4.46M | 0.2% |
| Domino's Pizza Inc. | $4.41M | 0.2% |
| SPDR INDEX SHS FDS | $4.13M | 0.2% |
| ISHARES TR | $3.90M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $3.83M | 0.2% |
| VANGUARD INDEX FDS | $3.81M | 0.2% |
| INVESCO QQQ TR | $3.70M | 0.2% |
| iShares MSCI UAE ETF | $3.60M | 0.2% |
| CORNING INC /NY | $3.28M | 0.2% |
| EXXON MOBIL CORP | $3.18M | 0.2% |
| VANGUARD TAX-MANAGED FDS | $3.15M | 0.2% |
| VANGUARD INDEX FDS | $2.84M | 0.2% |
| Broadcom Inc. | $2.72M | 0.1% |
| PROCTER & GAMBLE Co | $2.70M | 0.1% |