Instuitional Investor - Oxford Financial Group Ltd
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 762,716 | $282,235,304 | 14.3% | |
| 2. | Listed Fds Tr - HORI KI INFL ETF | 3,860,173 | $192,545,449 | 9.75% | |
| 3. | Investment Managers Ser Tr I - FPA GBL EQTY ETF | 3,897,208 | $156,449,128 | 7.93% | |
| 4. | LLY | 128,862 | $154,561,364 | 7.83% | |
| 5. | ISRG | 355,882 | $141,527,154 | 7.17% |