Oxford Financial

Oxford Financial Group as of March 31, 2018

Portfolio Holdings for Oxford Financial Group

Oxford Financial Group holds 34 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 21.8 $38M 1.0M 36.34
Ishares Tr Msci Usa Momentum Factor (MTUM) 16.8 $29M 277k 105.92
Vanguard Total World Stock Idx (VT) 12.2 $21M 290k 73.63
iShares S&P 500 Index (IVV) 10.4 $18M 69k 265.37
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 7.4 $13M 444k 29.06
Vanguard Total Stock Market ETF (VTI) 6.6 $12M 85k 135.72
Spdr Index Shs Fds s^p global nat res (GNR) 4.7 $8.2M 170k 48.38
iShares Russell 1000 Value Index (IWD) 3.4 $6.0M 50k 119.97
iShares Russell 1000 Index (IWB) 2.4 $4.2M 28k 146.85
Vanguard S&p 500 Etf idx (VOO) 1.9 $3.3M 14k 242.06
Spdr S&p 500 Etf (SPY) 1.8 $3.1M 12k 263.19
Vanguard FTSE All-World ex-US ETF (VEU) 1.6 $2.8M 51k 54.38
iShares MSCI EAFE Index Fund (EFA) 1.6 $2.7M 39k 69.68
Schwab Strategic Tr us lrg cap etf (SCHX) 0.8 $1.3M 21k 63.09
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.7 $1.2M 11k 108.90
iShares S&P 1500 Index Fund (ITOT) 0.6 $1.1M 18k 60.48
SPDR S&P MidCap 400 ETF (MDY) 0.5 $884k 2.6k 341.71
iShares Russell 2000 Index (IWM) 0.5 $794k 5.2k 151.87
iShares Russell Midcap Index Fund (IWR) 0.4 $769k 3.7k 206.39
Vanguard Small-Cap ETF (VB) 0.4 $723k 4.9k 146.98
iShares S&P MidCap 400 Index (IJH) 0.4 $672k 3.6k 187.60
iShares S&P 500 Value Index (IVE) 0.3 $588k 5.4k 109.42
iShares S&P SmallCap 600 Index (IJR) 0.3 $600k 7.8k 77.06
Schwab International Equity ETF (SCHF) 0.3 $578k 17k 33.70
Vanguard Europe Pacific ETF (VEA) 0.3 $528k 12k 44.25
iShares MSCI Emerging Markets Indx (EEM) 0.3 $503k 10k 48.24
iShares Russell Midcap Growth Idx. (IWP) 0.3 $488k 4.0k 123.05
Vanguard Emerging Markets ETF (VWO) 0.2 $411k 8.7k 47.01
iShares Barclays TIPS Bond Fund (TIP) 0.2 $425k 3.8k 112.94
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $385k 1.6k 241.53
Schwab U S Small Cap ETF (SCHA) 0.2 $314k 4.5k 69.15
PIMCO Intermediate Mun Bond Strat Fund (MUNI) 0.2 $272k 5.2k 52.71
iShares FTSE KLD Select Scil Idx (SUSA) 0.1 $234k 2.1k 111.01
Doubleline Total Etf etf (TOTL) 0.1 $235k 4.9k 47.94