Oxford Financial

Latest statistics and disclosures from Oxford Financial's latest quarterly 13F-HR filing:

Companies in the Oxford Financial portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Tr Msci Usa Momentum Factor 22.49 645426 125.56
Vanguard Total Stock Market ETF (VTI) 10.93 240680 +14% 163.62
Sch Fnd Us Lg Etf schwb fdt us lg 9.12 770507 -30% 42.68
iShares S&P; 500 Index (IVV) 8.29 92399 +2% 323.24
Managed Portfolio Ser tortoise nram pi 5.62 862498 NEW 23.50
Vanguard Total World Stock Idx Fd (VT) 5.57 247976 -6% 80.99
Vaneck Vectors Etf Tr fallen angel hg 3.70 447336 -24% 29.85
SPDR S&P; 500 ETF (SPY) 3.26 36502 +99% 321.87
iShares Russell 2000 Value Index (IWN) 2.80 78416 +4% 128.58
iShares Russell 1000 Value Index (IWD) 2.09 55227 136.47
iShares S&P; Growth Allocation Fund (AOR) 1.98 148794 -2% 47.84
Ishares Inc core msci emkt 1.82 122237 +17% 53.76
iShares Russell 1000 Index (IWB) 1.70 34335 +16% 178.42
Vanguard S&p 500 Etf idx fd 1.55 18829 +5% 295.82
Vanguard Extended Market ETF (VXF) 1.51 43062 +24% 125.98
Ishares Inc msci em esg se 1.44 144542 35.93
Spdr Index Shs Fds s^p global nat res 1.33 104155 +10% 46.15
Vanguard REIT ETF (VNQ) 1.31 51071 +29% 92.79
Vanguard Emerging Markets ETF (VWO) 1.23 99959 +4% 44.47
iShares Barclays TIPS Bond Fund (TIP) 1.11 34247 +51% 116.56
Vanguard FTSE All-World ex-US ETF (VEU) 1.10 73456 53.75
Vanguard Europe Pacific ETF (VEA) 0.96 78475 +85% 44.06
Vanguard Value ETF (VTV) 0.92 27517 -5% 119.85
iShares S&P; NA Nat. Re. Sc. Idx. Fd (IGE) 0.71 84607 30.10
iShares MSCI Emerging Markets Indx (EEM) 0.66 53221 +3% 44.87
iShares Lehman Short Treasury Bond (SHV) 0.57 18542 NEW 110.45
iShares MSCI EAFE Index Fund (EFA) 0.53 27507 69.44
Schwab Strategic Tr us lrg cap etf 0.47 22097 76.80
Vanguard Whitehall Fds Inc emerg mkt bd etf 0.46 20381 NEW 81.40
iShares Russell 1000 Growth Index (IWF) 0.39 8021 +3% 175.91
iShares S&P; 1500 Index Fund (ISI) 0.37 18320 72.71
iShares S&P; SmallCap 600 Index (IJR) 0.34 14598 -15% 83.85
SPDR S&P; MidCap 400 ETF (MDY) 0.31 3006 375.25
iShares Russell 3000 Index (IWV) 0.30 5747 NEW 188.45
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.30 9616 +11% 113.87
iShares Russell Midcap Index Fund (IWR) 0.26 16018 59.62
iShares S&P; MidCap 400 Index (IJH) 0.26 4552 205.84
iShares Russell Midcap Growth Idx. (IWP) 0.23 5525 +10% 152.58
Invesco Exchange Traded Fd T s&p500 eql tec 0.22 4021 197.96
iShares Russell 2000 Index (IWM) 0.21 4607 -4% 165.62
Vanguard Small-Cap ETF (VB) 0.17 3671 +106% 165.62
Schwab International Equity ETF (SCHF) 0.17 18429 +2% 33.64
SPDR Dow Jones Industrial Average ETF (DIA) 0.15 1839 +15% 284.94
iShares S&P; 500 Value Index (IVE) 0.14 3844 130.07
iShares Russell 2000 Growth Index (IWO) 0.14 2432 214.23
Financial Select Sector SPDR (XLF) 0.14 16235 NEW 30.80
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.14 3674 133.91
iShares Russell Midcap Value Index (IWS) 0.11 4296 94.74
Schwab U S Small Cap ETF (SCHA) 0.10 4715 75.72
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.09 9178 33.56
Vanguard Growth ETF (VUG) 0.08 1657 182.26
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 0.08 5160 55.23
Doubleline Total Etf etf 0.07 4902 48.96

Past 13F-HR SEC Filings by Oxford Financial

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