Instuitional Investor - Oxford Financial Group Ltd

Fund Profile
Filing Period:
Fund Name: Oxford Financial Group Ltd
Portfolio Value $1,682,938,773
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
871,095 $264,752,017 15.73%
2. ISRG 330,527 $179,611,677 10.67%
3.
Listed Fds Tr
4,002,592 $168,789,326 10.03%
4. LLY 153,782 $119,877,918 7.12%
5.
Ishares Tr - NATIONAL MUN ETF
946,873 $98,929,272 5.88%