OXFORD FINANCIAL GROUP LTD
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationindianapolis, IN
- CIK0001245862
- Alternate namesOXFORD FINANCIAL GROUP, LTD. LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
261 | $1.43 B | VTI, INFL, LLY, MUB | 13F-HR | May 15, 2025 | 000139834425009589 | ||
300 | $1.54 B | VTI, LLY, INFL, ISRG | 13F-HR | Feb 11, 2025 | 000139834425002405 | ||
295 | $1.58 B | LLY, VTI, ISRG, MUB | 13F-HR | Nov 12, 2024 | 000139834424020512 | ||
320 | $1.52 B | LLY, VTI, MUB, ISRG | 13F-HR | Aug 14, 2024 | 000139834424014584 | ||
274 | $1.44 B | LLY, VTI, MUB, DSTL | 13F-HR | May 13, 2024 | 000139834424009307 | ||
302 | $1.36 B | LLY, VTI, MUB, DSTL | 13F-HR | Feb 14, 2024 | 000139834424002951 | ||
265 | $1.16 B | LLY, VTI, MUB, DSTL | 13F-HR | Nov 13, 2023 | 000139834423020499 | ||
292 | $1.05 B | VTI, LLY, MUB, MTUM | 13F-HR | Aug 10, 2023 | 000139834423014542 | ||
260 | $891.21 M | VTI, MUB, MTUM, LLY | 13F-HR | May 12, 2023 | 000139834423009577 | ||
262 | $858.53 M | MUB, VTI, MTUM, LLY | 13F-HR | Feb 14, 2023 | 000139834423003434 | ||
242 | $664.62 M | VTI, MTUM, LLY, WGO | 13F-HR | Nov 2, 2022 | 000139834422021205 | ||
266 | $677.98 M | VTI, MTUM, LLY, WGO | 13F-HR | Aug 11, 2022 | 000139834422015327 | ||
265 | $788.51 M | VTI, MTUM, LLY, WGO | 13F-HR | May 13, 2022 | 000139834422009452 | ||
272 | $889.87 M | VTI, MTUM, ISRG, WGO | 13F-HR | Feb 10, 2022 | 000139834422002563 | ||
246 | $784.54 M | VTI, MTUM, ISRG, LLY | 13F-HR | Nov 12, 2021 | 000139834421021315 | ||
224 | $745.86 M | MTUM, VTI, ISRG, VTV | 13F-HR | Aug 3, 2021 | 000139834421015443 | ||
219 | $721.26 M | MTUM, VTI, ISRG, IWN | 13F-HR | May 10, 2021 | 000139834421010019 | ||
217 | $690.30 M | MTUM, VTI, ISRG, IWN | 13F-HR | Feb 10, 2021 | 000139834421002872 | ||
184 | $619.68 M | MTUM, ISRG, VTI, IWN | 13F-HR | Nov 12, 2020 | 000139834420021900 | ||
188 | $589.63 M | MTUM, ISRG, VTI, IWN | 13F-HR | Aug 5, 2020 | 000139834420015051 | ||
196 | $500.46 M | MTUM, ISRG, VTI, IWN | 13F-HR | May 12, 2020 | 000139834420009984 | ||
53 | $360.42 M | MTUM, VTI, FNDX, IVV | 13F-HR | Feb 10, 2020 | 000124586220000003 | ||
50 | $316.50 M | MTUM, FNDX, VTI, IVV | 13F-HR | Nov 8, 2019 | 000124586219000008 | ||
48 | $304.97 M | MTUM, FNDX, VTI, IVV | 13F-HR | Jul 30, 2019 | 000124586219000005 | ||
48 | $279.75 M | MTUM, FNDX, IVV, VT | 13F-HR | Apr 26, 2019 | 000124586219000004 | ||
40 | $306.21 M | MTUM, FNDX, VWO, VT | 13F-HR | Jan 25, 2019 | 000124586219000003 | ||
34 | $214.75 M | MTUM, FNDX, IVV, VT | 13F-HR | Oct 26, 2018 | 000124586218000005 | ||
36 | $194.47 M | FNDX, MTUM, IVV, VT | 13F-HR | Aug 1, 2018 | 000124586218000004 | ||
34 | $174.68 M | FNDX, MTUM, VT, IVV | 13F-HR | May 3, 2018 | 000124586218000003 | ||
33 | $146.19 M | FNDX, MTUM, VT, IVV | 13F-HR | Feb 1, 2018 | 000124586218000001 | ||
33 | $145.97 M | FNDX, AMJ, IVV, VT | 13F-HR | Oct 27, 2017 | 000124586217000008 | ||
25 | $130.17 M | FNDX, IVV, AMJ, MLPI | 13F-HR | Aug 7, 2017 | 000124586217000006 | ||
25 | $114.87 M | FNDX, IVV, AMJ, MLPI | 13F-HR | May 2, 2017 | 000124586217000005 | ||
21 | $108.46 M | FNDX, IVV, AMJ, MLPI | 13F-HR | Feb 3, 2017 | 000124586217000004 |