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 |
