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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP INDEX | 351 | $60,941 | 360 | 0.00 | 0.00 | 196 | 119.51 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 352 | $59,034 | 1,266 | 0.00 | 1,266 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | SM CP VAL ETF | 353 | $53,991 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ARK ETF TR | NEXT GNRTN INTER | 354 | $49,411 | 651 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
