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  Name: OConnor Financial Group LLC
  City: QUINCY
  State: IL
  Zip: 62301
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $167,817,000
  Total Value Change : $6,019,000
  Securities Held Change : -4
   
All Securities Held : 47
  New Positions : 9
  Closed Positions : 13
  Increased Positions : 22
  Unchanged Positions : 0
  Decreased Positions : 16

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XSOE)1 Year Chart         XSOE Wisdomtree Emerging Markets... 50 Closed $30.53 $0 0 0% -2,439,000 -84,445 0    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 56 Closed $42.23 $0 0 0% -750,000 -18,646 0    Closed - End Fund - E...
   (DLS)1 Year Chart         DLS WisdomTree Trust Internatio... 49 Closed $62.48 $0 0 0% -3,902,000 -61,116 0    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 55 Closed $67.59 $0 0 0% -626,000 -9,715 0    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 48 Closed $57.31 $0 0 0% -814,000 -14,498 0    Closed - End Fund - F...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 54 Closed $60.45 $0 0 0% -514,000 -8,876 0    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 60 Closed $61.51 $0 0 0% -1,025,000 -16,558 0    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 53 Closed $117.56 $0 0 0% -628,000 -5,463 0    Closed - End Fund - Debt
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 59 Closed $84.00 $0 0 0% -897,000 -10,154 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 52 Closed $57.83 $0 0 0% -455,000 -1,641 0    Closed - End Fund - E...
   (PSEP)1 Year Chart         PSEP Innovator S&p 500 Power Buf... 58 Closed $0.00 $0 0 0% -1,445,000 -41,581 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 51 Closed $43.76 $0 0 0% -414,000 -10,084 0    Closed - End Fund - E...
   (VPL)1 Year Chart         VPL Vanguard Pacific Stock Vipers 57 Closed $73.54 $0 0 0% -608,000 -8,438 0    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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