Instuitional Investor - Oxford Financial Group Ltd

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
807,222 $221,857,028 15.56%
2.
Listed Fd Tr
3,995,577 $162,420,204 11.39%
3. LLY 143,323 $118,371,950 8.3%
4.
Ishares Tr - NATIONAL MUN ETF
958,617 $101,076,622 7.09%
5. ISRG 191,369 $94,779,325 6.65%