Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD LLC | 02-14-2024 | 12-31-2023 | 302 | 1,362,892,094 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $231,213,525 | 396,647 | 0.02 | 0.02 | -1,303 | -0.33 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $153,733,062 | 648,061 | 0.01 | 0.01 | 17,479 | 2.77 | 12-31-2023 |
| ISHARES TR | NATIONAL MUN ETF | 3 | $105,635,683 | 974,409 | 0.01 | 0.01 | -9,172 | -0.93 | 12-31-2023 |
| ETF SER SOLUTIONS | DISTILLATE US | 4 | $83,279,949 | 1,686,853 | 0.01 | 0.01 | 52,745 | 3.23 | 12-31-2023 |
