Oxford Financial

Oxford Financial Group as of March 31, 2026

Portfolio Holdings for Oxford Financial Group

Oxford Financial Group holds 302 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.4 $248M 774k 320.81
Listed Fds Tr Horizon Kinetics (INFL) 11.1 $206M 3.9M 52.06
Intuitive Surgical Com New (ISRG) 9.0 $168M 364k 460.99
Spdr Index Shs Fds State Street Spd (GNR) 7.5 $139M 1.9M 74.67
Eli Lilly & Co. (LLY) 6.4 $119M 130k 919.77
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 5.0 $93M 2.5M 36.28
Ishares Tr National Mun Etf (MUB) 4.7 $88M 830k 106.15
Etf Ser Solutions Distillate Us (DSTL) 4.3 $80M 1.4M 57.88
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.3 $62M 563k 110.47
Ishares Tr Core S&p500 Etf (IVV) 3.1 $58M 90k 653.21
Vanguard Index Fds Value Etf (VTV) 2.7 $50M 252k 196.20
Apple (AAPL) 2.3 $42M 166k 253.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.8 $34M 52k 650.34
Ishares Tr Msci Acwi Etf (ACWI) 1.5 $28M 199k 138.37
McDonald's Corporation (MCD) 1.4 $25M 81k 310.79
Schwab Strategic Tr Fundamental Us L (FNDX) 1.2 $21M 769k 27.85
NVIDIA Corporation (NVDA) 1.1 $20M 115k 174.40
Ishares Tr Msci Eafe Etf (EFA) 0.9 $16M 165k 97.13
Ishares Tr Msci Usa Mmentm (MTUM) 0.9 $16M 66k 239.99
Microsoft Corporation (MSFT) 0.8 $14M 39k 370.17
JPMorgan Chase & Co. (JPM) 0.7 $13M 45k 294.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $13M 94k 138.32
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.7 $13M 258k 48.38
Stock Yards Ban (SYBT) 0.5 $9.7M 146k 66.29
Ishares Tr Rus 1000 Etf (IWB) 0.5 $9.5M 27k 356.56
Copart (CPRT) 0.5 $9.3M 279k 33.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $8.7M 41k 213.67
Kimball Electronics (KE) 0.4 $8.1M 343k 23.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $7.5M 13k 597.57
Ishares Esg Awr Msci Em (ESGE) 0.4 $7.2M 157k 45.47
Amazon (AMZN) 0.3 $5.7M 27k 208.27
Alphabet Cap Stk Cl A (GOOGL) 0.3 $5.6M 19k 287.56
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $5.1M 27k 189.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $4.8M 9.9k 479.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $4.7M 41k 113.11
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $4.7M 29k 160.48
Eaton Corp SHS (ETN) 0.2 $4.5M 13k 357.67
Domino's Pizza (DPZ) 0.2 $4.4M 12k 358.79
Spdr Index Shs Fds State Street Spd (GII) 0.2 $4.1M 54k 76.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.9M 9.1k 426.40
Costco Wholesale Corporation (COST) 0.2 $3.8M 3.8k 996.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $3.8M 19k 205.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.7M 6.4k 577.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $3.6M 25k 142.43
Corning Incorporated (GLW) 0.2 $3.3M 24k 135.97
Exxon Mobil Corporation (XOM) 0.2 $3.2M 19k 169.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $3.1M 49k 64.08
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.8M 11k 261.93
Broadcom (AVGO) 0.1 $2.7M 8.8k 309.49
Procter & Gamble Company (PG) 0.1 $2.7M 19k 144.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.6M 38k 67.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $2.4M 30k 80.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.4M 16k 148.10
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.3M 6.3k 370.67
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.3M 5.4k 436.79
Johnson & Johnson (JNJ) 0.1 $2.3M 9.2k 244.44
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.2M 7.7k 286.88
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.2M 7.4k 298.85
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.2M 3.00 718140.00
HNI Corporation (HNI) 0.1 $2.1M 63k 33.39
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.1M 8.4k 248.00
Mastercard Incorporated Cl A (MA) 0.1 $2.0M 4.1k 499.71
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.9M 6.5k 287.18
Meta Platforms Cl A (META) 0.1 $1.8M 3.2k 572.17
Hagerty Cl A Com (HGTY) 0.1 $1.8M 170k 10.53
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.6M 7.5k 211.15
NiSource (NI) 0.1 $1.6M 34k 46.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.5M 53k 29.13
Wal-Mart Stores (WMT) 0.1 $1.5M 12k 124.28
Nextera Energy (NEE) 0.1 $1.5M 16k 92.88
Chevron Corporation (CVX) 0.1 $1.5M 7.2k 206.90
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.4M 37k 38.42
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.4M 3.3k 430.29
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M 16k 90.53
Horizon Ban (HBNC) 0.1 $1.4M 83k 16.57
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $1.3M 19k 71.61
Tesla Motors (TSLA) 0.1 $1.3M 3.5k 371.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.3M 13k 97.23
Applied Materials (AMAT) 0.1 $1.3M 3.7k 341.79
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.3M 2.1k 616.76
Ishares Tr Core Msci Intl (IDEV) 0.1 $1.3M 15k 83.57
Ge Aerospace Com New (GE) 0.1 $1.2M 4.4k 283.77
Oracle Corporation (ORCL) 0.1 $1.2M 8.4k 147.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.2M 49k 24.75
Vanguard World Inf Tech Etf (VGT) 0.1 $1.2M 1.7k 697.72
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $1.2M 20k 60.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.2M 22k 54.05
Boeing Company (BA) 0.1 $1.2M 6.0k 199.03
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $1.2M 13k 92.76
International Business Machines (IBM) 0.1 $1.2M 4.9k 242.38
Coca-Cola Company (KO) 0.1 $1.2M 15k 76.05
Ishares Tr Global Reit Etf (REET) 0.1 $1.2M 46k 25.15
American Electric Power Company (AEP) 0.1 $1.1M 8.7k 131.08
Deere & Company (DE) 0.1 $1.1M 2.0k 563.23
Danaher Corporation (DHR) 0.1 $1.1M 5.6k 189.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.0M 14k 75.10
Raymond James Financial (RJF) 0.1 $1.0M 7.2k 144.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.0M 31k 32.95
Abbvie (ABBV) 0.1 $1.0M 4.7k 217.49
Ge Vernova (GEV) 0.1 $1.0M 1.2k 872.90
Lowe's Companies (LOW) 0.1 $994k 4.2k 236.27
Spdr Index Shs Fds State Street Spd (EFAX) 0.1 $973k 20k 49.77
Aon Shs Cl A (AON) 0.1 $959k 3.0k 322.78
Ishares Tr Core Div Grwth (DGRO) 0.1 $953k 14k 70.18
Home Depot (HD) 0.1 $940k 2.9k 328.94
Analog Devices (ADI) 0.0 $916k 2.9k 318.14
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $903k 6.8k 132.90
Bank of America Corporation (BAC) 0.0 $894k 18k 48.75
Nextpower Class A Com (NXT) 0.0 $884k 7.3k 120.55
Ishares Msci Emrg Chn (EMXC) 0.0 $853k 11k 78.66
Southern Copper Corporation (SCCO) 0.0 $851k 4.9k 172.06
Bank of New York Mellon Corporation (BK) 0.0 $844k 7.1k 118.63
Morgan Stanley Com New (MS) 0.0 $841k 5.1k 164.57
Raytheon Technologies Corp (RTX) 0.0 $832k 4.3k 192.90
Waste Management (WM) 0.0 $797k 3.5k 229.79
Stryker Corporation (SYK) 0.0 $773k 2.4k 328.59
Amphenol Corp Cl A (APH) 0.0 $764k 6.1k 126.35
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $746k 8.4k 88.49
Ameren Corporation (AEE) 0.0 $744k 6.8k 109.92
TJX Companies (TJX) 0.0 $743k 4.7k 159.70
Rockwell Automation (ROK) 0.0 $742k 2.1k 358.88
Cloudflare Cl A Com (NET) 0.0 $741k 3.6k 206.34
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $739k 35k 21.42
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) 0.0 $729k 10k 72.87
Ball Corporation (BALL) 0.0 $722k 12k 59.11
Lockheed Martin Corporation (LMT) 0.0 $717k 1.2k 604.43
Ul Solutions Class A Com Shs (ULS) 0.0 $714k 8.3k 85.71
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $701k 17k 40.81
Intercontinental Exchange (ICE) 0.0 $698k 4.4k 157.28
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $698k 528.00 1321.00
Palo Alto Networks (PANW) 0.0 $695k 4.3k 160.31
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $693k 3.2k 215.06
Blackrock (BLK) 0.0 $676k 703.00 961.71
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $673k 5.4k 124.31
Metropcs Communications (TMUS) 0.0 $669k 3.2k 210.03
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $661k 5.9k 111.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $642k 7.2k 88.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $633k 3.3k 191.81
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $620k 10k 61.64
Amgen (AMGN) 0.0 $619k 1.8k 351.85
Masimo Corporation (MASI) 0.0 $610k 3.4k 177.87
Walt Disney Company (DIS) 0.0 $603k 6.3k 96.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $601k 23k 25.64
Linde SHS (LIN) 0.0 $598k 1.2k 495.76
Wells Fargo & Company (WFC) 0.0 $594k 7.5k 79.61
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $594k 12k 49.37
Visa Com Cl A (V) 0.0 $592k 2.0k 302.20
American Express Company (AXP) 0.0 $588k 1.9k 302.53
salesforce (CRM) 0.0 $586k 3.1k 186.68
Simon Property (SPG) 0.0 $563k 3.0k 186.51
Ishares Tr S&p 100 Etf (OEF) 0.0 $562k 1.8k 318.07
Vertiv Holdings Com Cl A (VRT) 0.0 $559k 2.2k 250.58
Blackstone Group Inc Com Cl A (BX) 0.0 $544k 4.7k 114.99
Carrier Global Corporation (CARR) 0.0 $539k 9.6k 56.31
Caterpillar (CAT) 0.0 $538k 760.00 708.11
Philip Morris International (PM) 0.0 $534k 3.2k 165.33
Vanguard World Industrial Etf (VIS) 0.0 $534k 1.7k 312.22
Fifth Third Ban (FITB) 0.0 $527k 11k 46.46
Quanta Services (PWR) 0.0 $520k 947.00 549.02
Kinder Morgan (KMI) 0.0 $517k 15k 33.53
Goldman Sachs (GS) 0.0 $517k 611.00 845.99
Merck & Co (MRK) 0.0 $501k 4.2k 120.29
Flushing Financial Corporation (FFIC) 0.0 $499k 33k 15.36
Abbott Laboratories (ABT) 0.0 $495k 4.8k 102.67
SLB Com Stk (SLB) 0.0 $488k 9.5k 51.39
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $487k 10k 48.46
General Dynamics Corporation (GD) 0.0 $481k 1.4k 343.22
Merchants Bancorp Ind (MBIN) 0.0 $478k 11k 42.91
Progressive Corporation (PGR) 0.0 $477k 2.4k 198.24
Xylem (XYL) 0.0 $467k 3.9k 119.50
Shell Spon Ads (SHEL) 0.0 $465k 5.0k 93.00
Nvent Elec SHS (NVT) 0.0 $456k 3.9k 118.28
Thermo Fisher Scientific (TMO) 0.0 $454k 924.00 491.53
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $454k 1.4k 313.81
Spdr Series Trust State Street Spd (SPSM) 0.0 $453k 9.4k 48.32
Select Sector Spdr Tr State Street Con (XLY) 0.0 $448k 4.1k 108.98
Public Service Enterprise (PEG) 0.0 $438k 5.4k 80.95
Us Bancorp Com New (USB) 0.0 $428k 8.2k 52.01
Intuit (INTU) 0.0 $419k 970.00 432.24
Advanced Micro Devices (AMD) 0.0 $415k 2.0k 203.42
Stonex Group (SNEX) 0.0 $405k 5.0k 80.65
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $402k 900.00 446.54
Ishares Tr Esg Optimized (SUSA) 0.0 $396k 3.0k 132.10
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $394k 3.3k 118.62
Veralto Corp Com Shs (VLTO) 0.0 $388k 4.4k 88.42
Medtronic SHS (MDT) 0.0 $387k 4.5k 86.65
Honeywell International (HON) 0.0 $383k 1.7k 226.00
BP Sponsored Adr (BP) 0.0 $381k 8.1k 47.00
Uber Technologies (UBER) 0.0 $378k 5.3k 71.93
General Motors Company (GM) 0.0 $376k 5.0k 74.50
Novo-nordisk A S Adr (NVO) 0.0 $374k 10k 36.75
Accenture Plc Ireland Shs Class A (ACN) 0.0 $371k 1.9k 198.29
Duke Energy Corp Com New (DUK) 0.0 $370k 2.8k 130.94
Booking Holdings (BKNG) 0.0 $366k 87.00 4210.32
Intel Corporation (INTC) 0.0 $364k 8.3k 44.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $363k 1.9k 191.92
Pentair SHS (PNR) 0.0 $361k 4.1k 87.11
Pepsi (PEP) 0.0 $353k 2.3k 155.28
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $351k 1.0k 338.03
Ishares Tr Tips Bd Etf (TIP) 0.0 $351k 3.2k 110.36
Atmos Energy Corporation (ATO) 0.0 $348k 1.9k 184.72
Global X Fds Lithium Btry Etf (LIT) 0.0 $345k 4.6k 74.35
Vanguard World Health Car Etf (VHT) 0.0 $343k 1.3k 272.33
EOG Resources (EOG) 0.0 $334k 2.3k 144.57
Winnebago Industries (WGO) 0.0 $331k 11k 30.99
Marathon Petroleum Corp (MPC) 0.0 $328k 1.3k 244.18
Alphatec Hldgs Com New (ATEC) 0.0 $326k 30k 10.88
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $315k 3.4k 92.74
Dover Corporation (DOV) 0.0 $310k 1.5k 208.45
Kkr & Co (KKR) 0.0 $308k 3.3k 92.50
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $304k 17k 18.29
Cisco Systems (CSCO) 0.0 $301k 3.9k 77.59
Oneok (OKE) 0.0 $301k 3.3k 90.39
Astrazeneca Ord (AZN) 0.0 $300k 1.5k 197.22
Vanguard World Energy Etf (VDE) 0.0 $294k 1.7k 173.04
Bristol Myers Squibb (BMY) 0.0 $292k 4.8k 60.65
CSX Corporation (CSX) 0.0 $290k 7.1k 41.05
Select Sector Spdr Tr State Street Com (XLC) 0.0 $288k 2.6k 110.86
Enterprise Products Partners (EPD) 0.0 $287k 7.6k 37.84
Cardinal Health (CAH) 0.0 $284k 1.3k 211.31
Wisdomtree Tr Artificial Intel (WTAI) 0.0 $278k 9.9k 28.23
Constellation Energy (CEG) 0.0 $268k 961.00 279.25
Welltower Inc Com reit (WELL) 0.0 $267k 1.4k 197.71
Timken Company (TKR) 0.0 $264k 2.6k 100.57
Ing Groep Sponsored Adr (ING) 0.0 $263k 10k 26.05
Servicenow (NOW) 0.0 $260k 2.5k 104.55
Rocket Cos Com Cl A (RKT) 0.0 $257k 18k 14.25
UnitedHealth (UNH) 0.0 $255k 942.00 270.46
Sofi Technologies (SOFI) 0.0 $254k 16k 15.88
Paylocity Holding Corporation (PCTY) 0.0 $249k 2.3k 108.04
Aptar (ATR) 0.0 $239k 1.9k 126.02
Ishares Tr Eafe Value Etf (EFV) 0.0 $235k 3.2k 74.35
Ford Motor Company (F) 0.0 $233k 20k 11.54
FedEx Corporation (FDX) 0.0 $230k 645.00 356.33
Automatic Data Processing (ADP) 0.0 $227k 1.1k 203.18
Owl Rock Capital Corporation (OBDC) 0.0 $227k 21k 11.06
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $222k 2.0k 112.27
Ishares Gold Tr Ishares New (IAU) 0.0 $218k 2.5k 88.16
Ishares Tr U.s. Tech Etf (IYW) 0.0 $218k 1.2k 181.42
At&t (T) 0.0 $213k 7.3k 28.99
Dominion Resources (D) 0.0 $208k 3.4k 61.82
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $205k 2.9k 71.18
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $203k 2.2k 91.78
First Internet Bancorp (INBK) 0.0 $200k 9.8k 20.38
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $196k 1.2k 165.70
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $191k 1.7k 112.47
Spdr Series Trust State Street Spd (SDY) 0.0 $190k 1.3k 145.94
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $182k 555.00 328.66
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $172k 1.2k 146.61
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $172k 1.1k 158.51
Select Sector Spdr Tr State Street Con (XLP) 0.0 $162k 2.0k 81.98
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $156k 1.1k 144.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $137k 2.4k 56.79
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $130k 1.0k 128.12
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $128k 2.8k 45.89
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $125k 775.00 161.73
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $122k 2.4k 49.97
Qt Imaging Hldgs 0.0 $121k 21k 5.87
Ark Etf Tr Innovation Etf (ARKK) 0.0 $118k 1.7k 67.58
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $117k 1.6k 71.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $117k 537.00 217.25
Vanguard World Financials Etf (VFH) 0.0 $115k 950.00 120.81
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $110k 1.1k 99.27
Ishares Tr Core 60/40 Balan (AOR) 0.0 $108k 1.7k 64.35
Ark Etf Tr Blockchain & Fin (ARKF) 0.0 $96k 2.5k 38.01
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $91k 684.00 132.50
Vanguard World Mega Cap Index (MGC) 0.0 $85k 360.00 236.35
Invesco Mortgage Capital (IVR) 0.0 $81k 10k 8.08
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $79k 657.00 120.61
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $60k 600.00 100.62
Ishares Tr Select Divid Etf (DVY) 0.0 $46k 305.00 151.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $45k 1.8k 25.10
Ishares Tr Global Energ Etf (IXC) 0.0 $36k 617.00 57.61
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $35k 415.00 84.50
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $30k 620.00 48.93
Adagio Therapeutics (IVVD) 0.0 $30k 23k 1.30
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $29k 1.1k 26.42
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $28k 606.00 45.65
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $20k 500.00 40.83
Lineage Cell Therapeutics In (LCTX) 0.0 $20k 13k 1.58
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $20k 286.00 68.47
Ishares Core Msci Emkt (IEMG) 0.0 $18k 251.00 69.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $16k 152.00 103.43
Vanguard World Consum Stp Etf (VDC) 0.0 $15k 66.00 224.26
Spdr Series Trust State Street Spd (VLU) 0.0 $12k 57.00 215.25
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $12k 400.00 30.32
Fingermotion (FNGR) 0.0 $10k 10k 0.99
Ishares Tr Msci Usa Value (VLUE) 0.0 $9.7k 68.00 142.19
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $7.5k 79.00 94.56
Spdr Series Trust State Street Spd (XES) 0.0 $7.0k 60.00 116.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $6.4k 35.00 184.29
Ishares Tr Core Msci Total (IXUS) 0.0 $6.3k 73.00 86.64
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $6.2k 40.00 155.10
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $5.6k 55.00 102.25
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $4.9k 160.00 30.47
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $3.6k 264.00 13.77
Spdr Series Trust State Street Spd (SPYM) 0.0 $3.4k 45.00 76.53
Spdr Series Trust State Street Spd (XBI) 0.0 $3.2k 25.00 127.72
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $3.0k 106.00 28.72
Spdr Series Trust State Street Spd (SPAB) 0.0 $2.2k 84.00 25.62
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.8k 35.00 50.80
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $1.4k 28.00 48.46