Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OXFORD FINANCIAL GROUP LTD LLC 05-13-2024 03-31-2024 274 1,440,821,842
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF Liquidated $0 0 0.00 130 +Inf 03-31-2024
ISHARES TR INTL EQTY FACTOR Liquidated $0 0 0.00 518 +Inf 03-31-2024
SELECT SECTOR SPDR TR SBI CONS DISCR 403 $14,343 78 0.00 0.00 0 0.00 03-31-2024
SELECT SECTOR SPDR TR SBI CONS STPLS Liquidated $0 0 0.00 188 +Inf 03-31-2024
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