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| Name: |
OXFORD FINANCIAL GROUP LTD |
| City: |
INDIANAPOLIS |
| State: |
IN |
| Zip: |
46280-0238 |
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| Holdings
Found :
34 |
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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 |
|
ELR |
streetTRACKS Series Trust -... |
49 |
New |
$61.55 |
$1,969,000 |
35,226 |
0.15% |
1,969,000 |
35,226 |
0.004 |
Closed - End Fund - E... |
|
|
TRGP |
Targa Resources Corp. |
108 |
New |
$114.43 |
$652,000 |
7,500 |
0.05% |
652,000 |
7,500 |
0.003 |
Gas Utilities |
|
|
HSY |
Hershey Foods Corp |
136 |
New |
$208.89 |
$517,000 |
2,775 |
0.04% |
517,000 |
2,775 |
0.002 |
Confectioners |
|
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FRME |
First Merchants Corp |
199 |
New |
$35.46 |
$257,000 |
6,942 |
0.02% |
257,000 |
6,942 |
0.013 |
Domestic Regional Banks |
|
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ARES |
Ares Management Lp |
209 |
New |
$0.00 |
$238,000 |
2,000 |
0.02% |
238,000 |
2,000 |
0 |
N/A |
|
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GLD |
streetTRACKS Gold Trust |
214 |
New |
$218.09 |
$232,000 |
1,214 |
0.02% |
232,000 |
1,214 |
0 |
Closed - End Fund - E... |
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LULU |
Lululemon Athletica Inc |
216 |
New |
$352.35 |
$230,000 |
450 |
0.02% |
230,000 |
450 |
0 |
Textile - Apparel Clo... |
|
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HI |
Hillenbrand Inc |
218 |
New |
$44.36 |
$225,000 |
4,697 |
0.02% |
225,000 |
4,697 |
0.006 |
Personal Services |
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ANET |
Arista Networks, Inc. |
223 |
New |
$313.66 |
$215,000 |
911 |
0.02% |
215,000 |
911 |
0 |
Diversified Computer ... |
|
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MDLZ |
Mondelez International Inc |
224 |
New |
$71.93 |
$209,000 |
2,883 |
0.02% |
209,000 |
2,883 |
0 |
Food - Major Diversified |
|
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BBT |
Truist Financial Corp |
225 |
New |
$35.64 |
$205,000 |
5,549 |
0.02% |
205,000 |
5,549 |
0 |
Domestic Regional Banks |
|
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LRGF |
Ishares Factorselect Msci U... |
227 |
New |
$53.90 |
$205,000 |
4,245 |
0.02% |
205,000 |
4,245 |
0 |
N/A |
|
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SCHW |
Charles Schwab Corp |
228 |
New |
$77.07 |
$204,000 |
2,971 |
0.02% |
204,000 |
2,971 |
0 |
Investment Brokerage ... |
|
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SDY |
streetTRACKS Series Trust -... |
237 |
New |
$131.33 |
$139,000 |
1,116 |
0.01% |
139,000 |
1,116 |
0.001 |
Closed - End Fund - E... |
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XLV |
SPDR Select Sector Health |
243 |
New |
$144.06 |
$110,000 |
809 |
0.01% |
110,000 |
809 |
0 |
Closed - End Fund - E... |
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ITB |
iShares Dow Jones U.S. Home... |
244 |
New |
$0.00 |
$107,000 |
1,053 |
0.01% |
107,000 |
1,053 |
0.003 |
Closed - End Fund - E... |
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SHY |
Ishares Barclays 1-3 Treasu... |
247 |
New |
$81.38 |
$101,000 |
1,227 |
0.01% |
101,000 |
1,227 |
0 |
Closed - End Fund - E... |
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EWJ |
iShares MSCI-Japan |
250 |
New |
$68.21 |
$100,000 |
1,554 |
0.01% |
100,000 |
1,554 |
0 |
Closed - End Fund - E... |
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VGK |
Vanguard European Stock VIPERS |
254 |
New |
$69.55 |
$72,000 |
1,109 |
0.01% |
72,000 |
1,109 |
0 |
Closed - End Fund - E... |
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XLU |
SPDR Utilities Select |
255 |
New |
$71.46 |
$70,000 |
1,103 |
0.01% |
70,000 |
1,103 |
0.01 |
Closed - End Fund - E... |
|
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ACWX |
iShares MSCI ACWI ex US Index |
258 |
New |
$54.48 |
$69,000 |
1,361 |
0.01% |
69,000 |
1,361 |
0 |
Closed - End Fund - E... |
|
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SPYV |
SPDR Dow Jones Wilshire Lar... |
261 |
New |
$49.53 |
$59,000 |
1,266 |
0% |
59,000 |
1,266 |
0 |
Closed - End Fund - E... |
|
|
IXC |
iShares tr S&P Glbl Energy |
264 |
New |
$43.61 |
$46,000 |
1,169 |
0% |
46,000 |
1,169 |
0.001 |
Closed - End Fund - E... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
268 |
New |
$92.88 |
$35,000 |
368 |
0% |
35,000 |
368 |
0 |
Closed - End Fund - E... |
|
|
IPE |
Spdr Barclays Capital Tips Etf |
275 |
New |
$25.31 |
$19,000 |
750 |
0% |
19,000 |
750 |
0 |
Closed - End Fund - E... |
|
|
INTF |
Ishares Factorselect Msci I... |
278 |
New |
$30.30 |
$15,000 |
518 |
0% |
15,000 |
518 |
0 |
N/A |
|
|
XLP |
SPDR Consmr Stpls Sector |
279 |
New |
$77.25 |
$14,000 |
188 |
0% |
14,000 |
188 |
0.008 |
Closed - End Fund - E... |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
282 |
New |
$99.17 |
$13,000 |
132 |
0% |
13,000 |
132 |
0 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
285 |
New |
$0.00 |
$11,000 |
473 |
0% |
11,000 |
473 |
0 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
288 |
New |
$79.69 |
$9,000 |
124 |
0% |
9,000 |
124 |
0 |
N/A |
|
|
VLU |
Spdr S |
287 |
New |
$0.00 |
$9,000 |
55 |
0% |
9,000 |
55 |
0 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
290 |
New |
$91.28 |
$8,000 |
85 |
0% |
8,000 |
85 |
0 |
Closed - End Fund - E... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
294 |
New |
$114.64 |
$6,000 |
47 |
0% |
6,000 |
47 |
0 |
Closed - End Fund - E... |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
295 |
New |
$0.00 |
$4,000 |
94 |
0% |
4,000 |
94 |
0 |
N/A |
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