Oxford Financial Group, Ltd. LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $2.59M | 0.1% |
| AMERICAN CENTY ETF TR | $2.42M | 0.1% |
| VANGUARD WHITEHALL FDS | $2.35M | 0.1% |
| ISHARES TR | $2.35M | 0.1% |
| VANGUARD INDEX FDS | $2.34M | 0.1% |
| JOHNSON & JOHNSON | $2.25M | 0.1% |
| Alphabet Inc. | $2.21M | 0.1% |
| VANGUARD INDEX FDS | $2.20M | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $2.15M | 0.1% |
| HNI CORP | $2.11M | 0.1% |
| ISHARES TR | $2.09M | 0.1% |
| Mastercard Inc | $2.03M | 0.1% |
| VANGUARD INDEX FDS | $1.88M | 0.1% |
| Meta Platforms Inc | $1.83M | 0.1% |
| Hagerty, Inc.HGTY | $1.79M | 0.1% |
| ISHARES TR | $1.59M | 0.1% |
| NiSource Inc | $1.57M | 0.1% |
| SCHWAB STRATEGIC TR | $1.54M | 0.1% |
| Walmart Inc. | $1.52M | 0.1% |
| NEXTERA ENERGY INC | $1.51M | 0.1% |
| CHEVRON CORP | $1.48M | 0.1% |
| ISHARES BITCOIN TRUST ETF | $1.43M | 0.1% |
| SPDR GOLD TR | $1.41M | 0.1% |
| ISHARES TR | $1.40M | 0.1% |
| HORIZON BANCORP INC /IN | $1.37M | 0.1% |
| ABRDN SILVER ETF TRUST | $1.32M | 0.1% |
| Tesla Inc | $1.29M | 0.1% |
| ISHARES TR | $1.28M | 0.1% |
| APPLIED MATERIALS INC /DE | $1.27M | 0.1% |
| STATE STR SPDR S&P MIDCAP 40 | $1.27M | 0.1% |
| iShares MSCI UAE ETF | $1.25M | 0.1% |
| GENERAL ELECTRIC CO | $1.25M | 0.1% |
| ORACLE CORP | $1.24M | 0.1% |
| SCHWAB STRATEGIC TR | $1.20M | 0.1% |
| VANGUARD WORLD FD | $1.20M | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $1.19M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.19M | 0.1% |
| The Boeing Company | $1.19M | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $1.19M | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.18M | 0.1% |
| COCA COLA CO | $1.16M | 0.1% |
| ISHARES TR | $1.16M | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $1.14M | 0.1% |
| DEERE & CO | $1.13M | 0.1% |
| DANAHER CORP /DE | $1.06M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.05M | 0.1% |
| RAYMOND JAMES FINANCIAL INC | $1.04M | 0.1% |
| SCHWAB STRATEGIC TR | $1.03M | 0.1% |
| AbbVie Inc. | $1.03M | 0.1% |
| GE Vernova Inc. | $1.02M | 0.1% |