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 INDEX FDS | LARGE CAP ETF | 51 | $1,973,670 | 9,047 | 0.00 | 0.00 | 644 | 7.66 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 52 | $1,969,133 | 35,226 | 0.00 | 35,226 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P TTL STK | 53 | $1,930,655 | 18,347 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INTUIT | COM | 54 | $1,911,771 | 3,059 | 0.00 | 0.00 | 965 | 46.08 | 12-31-2023 |
