Oxford Financial

Oxford Financial Group as of Dec. 31, 2024

Portfolio Holdings for Oxford Financial Group

Oxford Financial Group holds 300 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.7 $211M 728k 289.81
Eli Lilly & Co. (LLY) 12.1 $187M 242k 772.00
Listed Fd Tr Horizon Kinetics (INFL) 9.7 $150M 3.9M 38.08
Intuitive Surgical Com New (ISRG) 7.0 $107M 206k 521.96
Ishares Tr National Mun Etf (MUB) 6.6 $102M 956k 106.55
Etf Ser Solutions Distillate Us (DSTL) 5.8 $89M 1.6M 54.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.3 $67M 693k 96.53
Ishares Tr Core S&p500 Etf (IVV) 3.6 $55M 94k 588.68
Vanguard Index Fds Value Etf (VTV) 3.1 $47M 279k 169.30
Apple (AAPL) 2.1 $33M 130k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $29M 50k 586.08
Ishares Tr Msci Acwi Etf (ACWI) 1.8 $28M 237k 117.50
Schwab Strategic Tr Fundamental Us L (FNDX) 1.7 $27M 1.1M 23.68
McDonald's Corporation (MCD) 1.5 $23M 79k 289.89
NVIDIA Corporation (NVDA) 1.3 $20M 151k 134.29
Microsoft Corporation (MSFT) 1.3 $20M 47k 421.50
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $17M 80k 206.92
J P Morgan Exchange Traded F Inflation Manage (JCPI) 1.0 $16M 336k 46.80
Ishares Tr Msci Eafe Etf (EFA) 0.8 $13M 173k 75.61
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $12M 102k 117.48
Stock Yards Ban (SYBT) 0.7 $11M 146k 71.61
JPMorgan Chase & Co. (JPM) 0.7 $10M 44k 239.71
Ishares Tr Rus 1000 Etf (IWB) 0.7 $10M 32k 322.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $10M 22k 453.29
Domino's Pizza (DPZ) 0.5 $8.4M 20k 419.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $7.7M 41k 185.13
Copart (CPRT) 0.5 $7.1M 125k 57.39
Kimball Electronics (KE) 0.4 $6.4M 343k 18.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $6.4M 12k 538.83
Ishares Esg Awr Msci Em (ESGE) 0.4 $5.8M 174k 33.39
Amazon (AMZN) 0.4 $5.8M 26k 219.39
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $5.2M 28k 189.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $4.5M 28k 164.17
Blackstone Group Inc Com Cl A (BX) 0.3 $4.5M 26k 172.42
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $4.4M 31k 144.71
Eaton Corp SHS (ETN) 0.3 $4.0M 12k 331.87
Costco Wholesale Corporation (COST) 0.3 $3.9M 4.2k 916.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $3.9M 38k 101.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $3.6M 76k 47.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.6M 8.8k 401.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $3.5M 27k 128.62
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.2 $3.5M 71k 49.76
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.2 $3.5M 59k 59.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $3.3M 37k 88.40
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $3.1M 17k 190.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.9M 5.7k 511.22
Meta Platforms Cl A (META) 0.2 $2.8M 4.8k 585.47
Nike CL B (NKE) 0.2 $2.6M 34k 75.67
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.5M 11k 220.96
Procter & Gamble Company (PG) 0.2 $2.4M 14k 167.65
Reddit Cl A (RDDT) 0.2 $2.4M 15k 163.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.4M 38k 62.31
Exxon Mobil Corporation (XOM) 0.1 $2.2M 21k 107.57
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.1M 8.7k 240.29
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.0M 6.1k 334.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.0M 16k 127.59
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.0M 7.4k 269.70
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.0M 7.5k 264.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.8M 3.2k 569.58
Broadcom (AVGO) 0.1 $1.7M 7.4k 231.84
HNI Corporation (HNI) 0.1 $1.7M 34k 50.37
Vertiv Holdings Com Cl A (VRT) 0.1 $1.7M 15k 113.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.7M 8.8k 190.43
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.7M 8.8k 189.30
Docusign (DOCU) 0.1 $1.6M 18k 89.94
Aon Shs Cl A (AON) 0.1 $1.5M 4.2k 359.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.4M 52k 27.87
Johnson & Johnson (JNJ) 0.1 $1.4M 9.7k 144.62
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.4M 5.7k 242.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.4M 2.00 680920.00
Horizon Ban (HBNC) 0.1 $1.3M 83k 16.11
Ishares Tr Global Reit Etf (REET) 0.1 $1.3M 56k 23.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 30k 44.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M 23k 57.41
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 11k 115.22
NiSource (NI) 0.1 $1.2M 34k 36.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M 14k 89.08
Wal-Mart Stores (WMT) 0.1 $1.2M 14k 90.35
Ball Corporation (BALL) 0.1 $1.2M 22k 55.13
Home Depot (HD) 0.1 $1.2M 3.1k 388.93
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $1.2M 20k 59.06
Applovin Corp Com Cl A (APP) 0.1 $1.2M 3.6k 323.83
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 2.8k 410.44
Visa Com Cl A (V) 0.1 $1.2M 3.6k 316.04
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.1M 13k 87.82
Emcor (EME) 0.1 $1.1M 2.4k 453.90
Oracle Corporation (ORCL) 0.1 $1.1M 6.5k 166.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.1M 41k 26.63
Ge Vernova (GEV) 0.1 $1.1M 3.3k 328.93
Raymond James Financial (RJF) 0.1 $1.1M 6.9k 155.33
Rubrik Cl A (RBRK) 0.1 $1.1M 16k 65.36
Corning Incorporated (GLW) 0.1 $1.1M 22k 47.52
Abbvie (ABBV) 0.1 $1.0M 5.9k 177.70
Nextera Energy (NEE) 0.1 $1.0M 14k 71.69
Vanguard World Inf Tech Etf (VGT) 0.1 $1.0M 1.6k 621.80
Ishares Tr Core Msci Eafe (IEFA) 0.1 $998k 14k 70.28
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $955k 5.4k 178.08
Ishares Tr Core Div Grwth (DGRO) 0.1 $954k 16k 61.34
Tesla Motors (TSLA) 0.1 $938k 2.3k 403.84
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $934k 44k 21.26
American Electric Power Company (AEP) 0.1 $889k 9.6k 92.23
Coca-Cola Company (KO) 0.1 $875k 14k 62.26
International Business Machines (IBM) 0.1 $865k 3.9k 219.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $827k 36k 23.18
Mastercard Incorporated Cl A (MA) 0.1 $794k 1.5k 526.65
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $792k 8.2k 96.83
Select Sector Spdr Tr Technology (XLK) 0.1 $792k 3.4k 232.52
Synchrony Financial (SYF) 0.1 $780k 12k 65.00
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) 0.0 $756k 19k 39.81
Boeing Company (BA) 0.0 $708k 4.0k 177.00
Gap (GAP) 0.0 $696k 29k 23.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $692k 5.5k 126.75
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) 0.0 $691k 10k 69.12
Spdr Gold Tr Gold Shs (GLD) 0.0 $655k 2.7k 242.13
Chevron Corporation (CVX) 0.0 $646k 4.5k 144.85
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $642k 3.3k 195.83
Lockheed Martin Corporation (LMT) 0.0 $640k 1.3k 485.94
Ge Aerospace Com New (GE) 0.0 $608k 3.6k 166.79
Ameren Corporation (AEE) 0.0 $603k 6.8k 89.14
Ishares Msci Emrg Chn (EMXC) 0.0 $601k 11k 55.45
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $598k 7.8k 76.61
Lowe's Companies (LOW) 0.0 $594k 2.4k 246.80
Amgen (AMGN) 0.0 $590k 2.3k 260.64
Cisco Systems (CSCO) 0.0 $588k 9.9k 59.20
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $586k 14k 40.92
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $586k 10k 58.27
salesforce (CRM) 0.0 $579k 1.7k 334.35
Merck & Co (MRK) 0.0 $578k 5.8k 99.48
Walt Disney Company (DIS) 0.0 $574k 5.2k 111.36
Deckers Outdoor Corporation (DECK) 0.0 $573k 2.8k 203.09
Ishares Tr Select Divid Etf (DVY) 0.0 $570k 4.3k 131.29
Masimo Corporation (MASI) 0.0 $567k 3.4k 165.30
Bank of New York Mellon Corporation (BK) 0.0 $558k 7.3k 76.83
Kinder Morgan (KMI) 0.0 $546k 20k 27.40
Accenture Plc Ireland Shs Class A (ACN) 0.0 $543k 1.5k 351.79
Tenet Healthcare Corp Com New (THC) 0.0 $542k 4.3k 126.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $538k 29k 18.50
Stryker Corporation (SYK) 0.0 $536k 1.5k 360.05
Simon Property (SPG) 0.0 $532k 3.1k 172.22
Raytheon Technologies Corp (RTX) 0.0 $515k 4.4k 115.72
Vistra Energy (VST) 0.0 $514k 3.7k 137.87
UnitedHealth (UNH) 0.0 $513k 1.0k 505.69
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $510k 19k 27.57
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $508k 17k 29.60
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $499k 13k 37.12
General Motors Company (GM) 0.0 $496k 9.3k 53.27
Godaddy Cl A (GDDY) 0.0 $494k 2.5k 197.37
Linde SHS (LIN) 0.0 $493k 1.2k 418.67
Select Sector Spdr Tr Financial (XLF) 0.0 $492k 10k 48.33
Ford Motor Company (F) 0.0 $485k 49k 9.90
Intuit (INTU) 0.0 $482k 767.00 628.89
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $482k 8.4k 57.32
Pepsi (PEP) 0.0 $480k 3.2k 152.08
Southern Copper Corporation (SCCO) 0.0 $478k 5.2k 91.13
First Internet Bancorp (INBK) 0.0 $469k 13k 35.99
Public Service Enterprise (PEG) 0.0 $468k 5.5k 84.49
Paylocity Holding Corporation (PCTY) 0.0 $461k 2.3k 199.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $458k 1.1k 425.50
Wells Fargo & Company (WFC) 0.0 $454k 6.5k 70.24
PNC Financial Services (PNC) 0.0 $445k 2.3k 192.85
Arista Networks (ANET) 0.0 $444k 4.0k 110.53
Honeywell International (HON) 0.0 $443k 2.0k 225.86
Fifth Third Ban (FITB) 0.0 $437k 10k 42.28
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $427k 1.5k 287.82
Progressive Corporation (PGR) 0.0 $427k 1.8k 239.61
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $422k 9.4k 44.92
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $417k 4.5k 92.59
Pentair SHS (PNR) 0.0 $417k 4.1k 100.64
Bank of America Corporation (BAC) 0.0 $416k 9.5k 43.95
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $414k 8.2k 50.71
Anthem (ELV) 0.0 $410k 1.1k 368.90
Shopify Cl A (SHOP) 0.0 $408k 3.8k 106.33
Deere & Company (DE) 0.0 $408k 962.00 423.90
Us Bancorp Del Com New (USB) 0.0 $403k 8.4k 47.83
Danaher Corporation (DHR) 0.0 $391k 1.7k 229.55
Winnebago Industries (WGO) 0.0 $386k 8.1k 47.78
Victorias Secret And Common Stock (VSCO) 0.0 $384k 9.3k 41.42
Caterpillar (CAT) 0.0 $381k 1.1k 362.67
American Express Company (AXP) 0.0 $378k 1.3k 296.79
Philip Morris International (PM) 0.0 $377k 3.1k 120.34
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $376k 6.5k 58.27
Equifax (EFX) 0.0 $373k 1.5k 254.85
Goldman Sachs (GS) 0.0 $369k 645.00 572.62
Alphatec Hldgs Com New (ATEC) 0.0 $367k 40k 9.18
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $365k 3.0k 121.59
Toast Cl A (TOST) 0.0 $364k 10k 36.45
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $363k 32k 11.38
The Trade Desk Com Cl A (TTD) 0.0 $361k 3.1k 117.53
Schlumberger Com Stk (SLB) 0.0 $354k 9.2k 38.34
Oneok (OKE) 0.0 $351k 3.5k 100.40
Fiserv (FI) 0.0 $350k 1.7k 205.42
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $345k 18k 19.59
Ishares Tr Tips Bd Etf (TIP) 0.0 $344k 3.2k 106.55
Servicenow (NOW) 0.0 $334k 315.00 1060.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $331k 1.9k 175.23
Automatic Data Processing (ADP) 0.0 $328k 1.1k 292.73
Netflix (NFLX) 0.0 $323k 362.00 891.32
Southern Company (SO) 0.0 $322k 3.9k 82.32
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $319k 3.6k 88.79
Novo-nordisk A S Adr (NVO) 0.0 $309k 3.6k 86.02
Roper Industries (ROP) 0.0 $309k 594.00 519.85
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $307k 2.2k 139.35
Ecolab (ECL) 0.0 $301k 1.3k 234.32
Bristol Myers Squibb (BMY) 0.0 $296k 5.2k 56.56
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $292k 4.4k 65.79
Tyler Technologies (TYL) 0.0 $291k 505.00 576.64
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $289k 8.7k 33.21
Invesco Currencyshares Swiss Swiss Franc (FXF) 0.0 $289k 3.0k 97.86
Qualcomm (QCOM) 0.0 $288k 1.9k 153.62
EOG Resources (EOG) 0.0 $283k 2.3k 122.58
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $283k 2.9k 96.90
Dover Corporation (DOV) 0.0 $278k 1.5k 187.60
Kkr & Co (KKR) 0.0 $273k 1.8k 147.91
Ishares Tr S&p 100 Etf (OEF) 0.0 $268k 926.00 288.85
Atmos Energy Corporation (ATO) 0.0 $263k 1.9k 139.27
Nvent Electric SHS (NVT) 0.0 $263k 3.9k 68.16
Verizon Communications (VZ) 0.0 $259k 6.5k 39.99
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $259k 3.3k 78.18
Adobe Systems Incorporated (ADBE) 0.0 $258k 581.00 444.68
Advanced Micro Devices (AMD) 0.0 $258k 2.1k 120.78
Workiva Com Cl A (WK) 0.0 $252k 2.3k 109.50
Brinker International (EAT) 0.0 $250k 1.9k 132.29
Timken Company (TKR) 0.0 $247k 3.5k 71.37
BP Sponsored Adr (BP) 0.0 $245k 8.3k 29.56
CSX Corporation (CSX) 0.0 $240k 7.4k 32.27
Cigna Corp (CI) 0.0 $240k 867.00 276.19
Blackrock (BLK) 0.0 $235k 229.00 1025.11
Morgan Stanley Com New (MS) 0.0 $232k 1.8k 125.72
Marathon Petroleum Corp (MPC) 0.0 $232k 1.7k 139.50
Ares Capital Corporation (ARCC) 0.0 $230k 11k 21.89
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $229k 3.6k 63.47
Etf Ser Solutions Vident Us Bond (VBND) 0.0 $224k 5.2k 42.96
Invesco SHS (IVZ) 0.0 $223k 13k 17.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $222k 1.1k 198.18
Enterprise Products Partners (EPD) 0.0 $217k 6.9k 31.36
Skyworks Solutions (SWKS) 0.0 $217k 2.4k 88.68
Becton, Dickinson and (BDX) 0.0 $216k 951.00 226.87
Comcast Corp Cl A (CMCSA) 0.0 $214k 5.7k 37.53
Constellation Energy (CEG) 0.0 $212k 949.00 223.71
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $210k 2.0k 104.89
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $206k 3.6k 57.45
Ishares Tr U.s. Tech Etf (IYW) 0.0 $191k 1.2k 159.52
Ishares Tr Core Msci Pac (IPAC) 0.0 $181k 3.0k 61.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $173k 4.1k 41.82
Ishares Tr Core High Dv Etf (HDV) 0.0 $172k 1.5k 112.26
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $172k 3.0k 58.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $166k 2.9k 56.77
Ing Groep Sponsored Adr (ING) 0.0 $157k 10k 15.67
Rayonier Advanced Matls (RYAM) 0.0 $157k 19k 8.25
Ishares Core Msci Emkt (IEMG) 0.0 $153k 2.9k 52.22
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $153k 1.1k 143.07
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $150k 1.6k 92.45
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $146k 1.1k 135.34
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $141k 4.8k 29.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $129k 3.3k 38.37
Energy Vault Holdings (NRGV) 0.0 $116k 51k 2.28
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $111k 1.4k 77.26
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $108k 668.00 161.77
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $103k 2.9k 35.48
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $98k 386.00 253.75
Ark Etf Tr Fintech Innova (ARKF) 0.0 $94k 2.5k 37.05
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $91k 1.6k 56.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $88k 2.6k 34.13
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $86k 2.5k 33.93
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.0 $78k 541.00 144.67
Vanguard World Mega Cap Index (MGC) 0.0 $77k 360.00 212.66
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $70k 651.00 107.98
Ishares Tr Core Msci Total (IXUS) 0.0 $66k 991.00 66.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $58k 2.1k 27.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $55k 600.00 90.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $51k 409.00 124.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $50k 360.00 137.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $40k 1.8k 22.70
Qt Imaging Hldgs (QTIH) 0.0 $30k 62k 0.49
Vanguard World Health Car Etf (VHT) 0.0 $27k 106.00 253.69
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $27k 415.00 64.52
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $26k 1.1k 23.55
Ishares Tr Modert Alloc Etf (AOM) 0.0 $24k 552.00 43.44
Ishares Tr Global Energ Etf (IXC) 0.0 $24k 617.00 38.18
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $22k 700.00 31.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $21k 200.00 103.30
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $18k 78.00 224.35
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $15k 286.00 52.16
Vanguard World Consum Stp Etf (VDC) 0.0 $14k 66.00 211.73
Vanguard World Energy Etf (VDE) 0.0 $12k 100.00 121.31
Fingermotion (FNGR) 0.0 $12k 10k 1.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $8.1k 157.00 51.70
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $7.8k 229.00 33.87
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $7.4k 79.00 93.06
Ishares Tr Msci Usa Value (VLUE) 0.0 $7.2k 68.00 105.60
Lineage Cell Therapeutics In (LCTX) 0.0 $6.3k 13k 0.50
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $3.6k 245.00 14.54
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $3.0k 106.00 28.67
Select Sector Spdr Tr Energy (XLE) 0.0 $2.3k 27.00 85.67
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $1.0k 11.00 92.73
Vanguard World Comm Srvc Etf (VOX) 0.0 $775.000000 5.00 155.00
Ishares Tr Eafe Value Etf (EFV) 0.0 $681.999500 13.00 52.46
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $549.000000 10.00 54.90
Ishares Tr Msci China Etf (MCHI) 0.0 $469.000000 10.00 46.90
Vanguard World Financials Etf (VFH) 0.0 $354.000000 3.00 118.00