Oxford Financial Group LTD ETFs

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QCLN First Tr Nasdaq Clean Edge Gre	$0	$90,000 0.01% of portfolio	2,529	Q2 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$87,000 0.01% of portfolio	704	Q3 2024 Added 138.64%
ARKQ Ark Autonomous Technology & Ro	$0	$87,000 0.01% of portfolio	1,436	Q4 2023 Added 18.78%
ARKF Ark ETF Tr Fintech Innovation	$0	$75,000 0.0% of portfolio	2,537	Q4 2023 Added 35.81%
MGC Vanguard Mega Cap ETF	$0	$74,000 0.0% of portfolio	360	Q4 2023 Added 119.51%
SCHD Schwab Strategic Tr Us Dividen	$0	$60,000 0.0% of portfolio	712	Q3 2024 New
ARKW Ark Next Generation Internet E	$0	$55,000 0.0% of portfolio	651	Q2 2021 Added 57.25%
IJK Ishares S&P Midcap 400 Growth	$0	$55,000 0.0% of portfolio	600	Q3 2024 New
XLV Select Sector Spdr Fund Health	$0	$55,000 0.0% of portfolio	360	Q3 2024 Reduced 60.66%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$41,000 0.0% of portfolio	1,406	Q2 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$34,000 0.0% of portfolio	525	Q1 2023 Added 3.75%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$31,000 0.0% of portfolio	415	Q2 2024 New
VHT Vanguard Health Care ETF	$0	$29,000 0.0% of portfolio	106	Q2 2023 Reduced 13.82%
ARKG Ark Genomic Revolution ETF (De	$0	$28,000 0.0% of portfolio	1,099	Q1 2024 Reduced 1.79%
AOM Ishares Tr Core Moderate Alloc	$0	$24,000 0.0% of portfolio	552	Q4 2023 Reduced 40.65%
IXC Ishares Tr Global Energy ETF	$0	$24,000 0.0% of portfolio	617	Q1 2024 Reduced 47.22%
PFF Ishares Trust Ishares Pfd And	$0	$23,000 0.0% of portfolio	700	Q1 2021 Added 133.33%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$22,000 0.0% of portfolio	606	Q1 2024 Reduced 98.68%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$16,000 0.0% of portfolio	286	Q3 2024 Reduced 74.65%
XLY Select Sector Spdr Consumer Di	$0	$15,000 0.0% of portfolio	78	Q4 2023 New
VDC Vanguard Consumer Staples ETF	$0	$14,000 0.0% of portfolio	65	Q3 2024 Reduced 25.29%
VDE Vanguard Energy ETF	$0	$12,000 0.0% of portfolio	100	Q3 2023 Reduced 82.39%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$8,000 0.0% of portfolio	226	Q2 2024 New
HYG Ishares Tr	$0	$8,000 0.0% of portfolio	110	Q4 2021 Reduced 57.69%
IGSB Ishares Trust Ishares 1 5 Year	$0	$8,000 0.0% of portfolio	157	Q3 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$7,000 0.0% of portfolio	68	Q4 2023 Reduced 27.66%
IUSV Ishares Core S&P U.S. Value Et	$0	$6,000 0.0% of portfolio	65	Q2 2024 Reduced 35.64%
IUSB Ishares Core Total Usd Bond Ma	$0	$6,000 0.0% of portfolio	133	Q3 2021 New
IUSG Ishares Core S&P U.S Growth Et	$0	$5,000 0.0% of portfolio	40	Q2 2024 Reduced 36.51%
PGF Invesco Exchange Traded Fd Tr	$0	$3,000 0.0% of portfolio	241	Q3 2024 Added 1.26%
DRIV Global X Fds Global X Autonomo	$0	$3,000 0.0% of portfolio	156	Q3 2024 New
XLE Energy Sector Spdr	$0	$2,000 0.0% of portfolio	27	Q3 2024 Reduced 89.49%
VOX Vanguard Communication Service	$0	$0 0.0% of portfolio	5	Q3 2024 Reduced 90.38%
VFH Vanguard Financial ETF	$0	$0 0.0% of portfolio	3	Q3 2024 Reduced 91.67%
MOAT Vaneck Morningstar Wide Moat E	$0	$0 0.0% of portfolio	11	Q3 2024 Reduced 90.6%
MCHI Ishares Msci China ETF	$0	$0 0.0% of portfolio	10	Q3 2024 Reduced 90.1%
EFV Msci Eafe Value ETF	$0	$0 0.0% of portfolio	13	Q3 2024 Reduced 89.6%

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