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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 1 | $274,608,572 | 352,985 | 0.02 | 0.02 | -43,662 | -11.01 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $172,447,780 | 663,516 | 0.01 | 0.01 | 15,455 | 2.38 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 3 | $102,925,217 | 956,554 | 0.01 | 0.01 | -17,855 | -1.83 | 03-31-2024 |
| ETF SER SOLUTIONS | DISTILLATE US | 4 | $90,138,705 | 1,672,022 | 0.01 | 0.01 | -14,831 | -0.88 | 03-31-2024 |
