Oxford Financial Group LTD ETFs

Oxford Financial Group LTD

$1.42 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJK Ishares S&P Midcap 400 Growth	$0	$49,000 0.0% of portfolio	600	Q3 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$48,000 0.0% of portfolio	409	Q4 2024 Reduced 41.9%
DVY Ishares Tr	$0	$43,000 0.0% of portfolio	323	Q1 2025 Reduced 92.55%
SCHB Schwab Strategic Tr Us Broad M	$0	$38,000 0.0% of portfolio	1,775	Q4 2024 Added 238.1%
VHT Vanguard Health Care ETF	$0	$28,000 0.0% of portfolio	106	Q2 2023 Reduced 13.82%
MOO Vaneck Vectors ETF Tr Vaneck A	$0	$28,000 0.0% of portfolio	415	Q2 2024 New
IXC Ishares Tr Global Energy ETF	$0	$25,000 0.0% of portfolio	617	Q1 2024 Reduced 47.22%
AOM Ishares Tr Core Moderate Alloc	$0	$24,000 0.0% of portfolio	552	Q4 2023 Reduced 40.65%
ARKG Ark Genomic Revolution ETF (De	$0	$22,000 0.0% of portfolio	1,099	Q1 2024 Reduced 1.79%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$22,000 0.0% of portfolio	606	Q1 2025 Reduced 76.36%
PFF Ishares Trust Ishares Pfd And	$0	$21,000 0.0% of portfolio	700	Q1 2021 Added 133.33%
FNDF Schwab Fundamental Intl Large	$0	$16,000 0.0% of portfolio	470	Q1 2025 Reduced 94.59%
XLY Select Sector Spdr Consumer Di	$0	$15,000 0.0% of portfolio	78	Q4 2023 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$15,000 0.0% of portfolio	286	Q3 2024 Reduced 74.65%
VDC Vanguard Consumer Staples ETF	$0	$14,000 0.0% of portfolio	64	Q1 2025 Reduced 3.03%
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	$10,000 0.0% of portfolio	229	Q4 2024 Added 1.33%
VLUE Ishares Msci Usa Value Factor	$0	$7,000 0.0% of portfolio	68	Q4 2023 Reduced 27.66%
IUSG Ishares Core S&P U.S Growth Et	$0	$5,000 0.0% of portfolio	40	Q1 2025 Reduced 98.19%
IUSV Ishares Core S&P U.S. Value Et	$0	$5,000 0.0% of portfolio	55	Q1 2025 Reduced 98.78%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$3,000 0.0% of portfolio	106	Q4 2024 Reduced 92.46%
PGF Invesco Exchange Traded Fd Tr	$0	$3,000 0.0% of portfolio	248	Q1 2025 Added 1.22%
XLE Energy Sector Spdr	$0	$2,000 0.0% of portfolio	27	Q3 2024 Reduced 89.49%

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