The Analysis of OXFORD FINANCIAL GROUP, LTD. LLC's Holdings
Currently, OXFORD FINANCIAL GROUP, LTD. LLC holds 279 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in ISRG (+43.6K shares, valued at $19.5M), GNR (+108.6K shares, valued at $6.4M), NVDA (+23.2K shares, valued at $4.3M); decreased their positions in MUB (-81.6K shares, valued at $8.7M), VTI (-12.4K shares, valued at $4.1M), AVUV (-38.2K shares, valued at $3.8M); initiated new positions in HGTY (+170.0K shares, valued at $2.0M), BLK (+403 shares, valued at $469.8K), CCJ (+4.6K shares, valued at $385.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS858.7K shares-1.43%2025-09-302025-11-13
INFL LISTED FDS TR4.0M shares-0.31%2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC374.2K shares13.20%2025-09-302025-11-13 LLY ELI LILLY & CO151.0K shares-1.80%2025-09-302025-11-13 GNR SPDR INDEX SHS FDS1.8M shares6.43%2025-09-302025-11-13 DSTL ETF SER SOLUTIONS1.6M shares-3.18%2025-09-302025-11-13 MUB ISHARES TR865.3K shares-8.62%2025-09-302025-11-13 AVUV AMERICAN CENTY ETF TR692.0K shares-5.24%2025-09-302025-11-13 IVV ISHARES TR89.6K shares-0.94%2025-09-302025-11-13 VTV VANGUARD INDEX FDS272.0K shares1.68%2025-09-302025-11-13 AAPL APPLE INC137.1K shares3.03%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR50.2K shares1.22%2025-09-302025-11-13 ACWI ISHARES TR210.1K shares-3.84%2025-09-302025-11-13 FNDX SCHWAB STRATEGIC TR982.1K shares-7.31%2025-09-302025-11-13 MCD MCDONALDS CORP80.3K shares0.65%2025-09-302025-11-13 NVDA NVIDIA CORPORATION129.8K shares21.72%2025-09-302025-11-13 MSFT MICROSOFT CORP45.5K shares5.23%2025-09-302025-11-13 MTUM ISHARES TR70.5K shares-1.22%2025-09-302025-11-13 EFA ISHARES TR161.3K shares-1.59%2025-09-302025-11-13 JCPI J P MORGAN EXCHANGE TRADED F280.3K shares-3.96%2025-09-302025-11-13 VT VANGUARD INTL EQUITY INDEX F97.7K shares-4.55%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.41.3K shares3.06%2025-09-302025-11-13 IWB ISHARES TR29.8K shares-0.80%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL21.3K shares1.58%2025-09-302025-11-13 KE KIMBALL ELECTRONICS INC342.5K shares0.00%2025-09-302025-11-13 SYBT STOCK YDS BANCORP INC145.9K shares0.07%2025-09-302025-11-13 IWD ISHARES TR43.5K shares0.08%2025-09-302025-11-13 DPZ DOMINOS PIZZA INC20.0K shares0.00%2025-09-302025-11-13 VOO VANGUARD INDEX FDS12.6K shares-0.65%2025-09-302025-11-13 ESGE ISHARES INC166.8K shares-0.25%2025-09-302025-11-13 CPRT COPART INC124.1K shares0.09%2025-09-302025-11-13 AMZN AMAZON COM INC23.6K shares11.52%2025-09-302025-11-13 VXF VANGUARD INDEX FDS23.5K shares-3.07%2025-09-302025-11-13 IVW ISHARES TR40.3K shares3.10%2025-09-302025-11-13 IWL ISHARES TR29.3K shares0.00%2025-09-302025-11-13 IWN ISHARES TR27.1K shares-0.13%2025-09-302025-11-13 ETN EATON CORP PLC12.4K shares5.06%2025-09-302025-11-13 IWF ISHARES TR9.1K shares8.05%2025-09-302025-11-13 BX BLACKSTONE INC24.0K shares0.00%2025-09-302025-11-13 GII SPDR INDEX SHS FDS56.1K shares-0.68%2025-09-302025-11-13 ITOT ISHARES TR25.4K shares-8.15%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW3.9K shares2.35%2025-09-302025-11-13 QQQ INVESCO QQQ TR6.0K shares23.70%2025-09-302025-11-13 IVE ISHARES TR17.4K shares-0.55%2025-09-302025-11-13 META META PLATFORMS INC4.4K shares136.85%2025-09-302025-11-13 IWR ISHARES TR32.6K shares0.00%2025-09-302025-11-13 VB VANGUARD INDEX FDS11.3K shares15.35%2025-09-302025-11-13 IJH ISHARES TR43.9K shares16.64%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS44.1K shares2.37%2025-09-302025-11-13 GOOGL ALPHABET INC10.8K shares18.60%2025-09-302025-11-13 VUG VANGUARD INDEX FDS5.4K shares77.93%2025-09-302025-11-13 AVGO BROADCOM INC7.7K shares-25.81%2025-09-302025-11-13 XOM EXXON MOBIL CORP21.9K shares11.67%2025-09-302025-11-13 IWV ISHARES TR6.3K shares-0.52%2025-09-302025-11-13 IWM ISHARES TR9.6K shares-11.62%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO14.8K shares4.21%2025-09-302025-11-13 VV VANGUARD INDEX FDS7.4K shares0.00%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS15.9K shares0.00%2025-09-302025-11-13 VO VANGUARD INDEX FDS7.5K shares-0.04%2025-09-302025-11-13 HGTY HAGERTY INC170.0K sharesnew addition2025-09-302025-11-13 SMH VANECK ETF TRUST5.7K shares0.00%2025-09-302025-11-13 GLW CORNING INC22.5K shares0.83%2025-09-302025-11-13 ORCL ORACLE CORP6.5K shares3.66%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON9.4K shares3.88%2025-09-302025-11-13 GEV GE VERNOVA INC2.8K shares3.30%2025-09-302025-11-13 SCHG SCHWAB STRATEGIC TR51.7K shares0.00%2025-09-302025-11-13 HNI HNI CORP34.7K shares0.74%2025-09-302025-11-13 NI NISOURCE INC33.6K shares0.00%2025-09-302025-11-13 REET ISHARES TR54.9K shares-2.66%2025-09-302025-11-13 GOOG ALPHABET INC5.7K shares3.03%2025-09-302025-11-13 VGT VANGUARD WORLD FD1.8K shares14.55%2025-09-302025-11-13 RJF RAYMOND JAMES FINL INC7.7K shares1.94%2025-09-302025-11-13 HBNC HORIZON BANCORP INC83.0K shares0.00%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F24.5K shares24.94%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF19.6K shares343.82%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR2.1K shares-35.62%2025-09-302025-11-13 FV FIRST TR EXCHANGE TRADED FD19.8K shares0.00%2025-09-302025-11-13 FTCS FIRST TR EXCHANGE-TRADED FD12.8K shares0.00%2025-09-302025-11-13 GE GE AEROSPACE4.0K shares4.67%2025-09-302025-11-13 ABBV ABBVIE INC5.1K shares6.20%2025-09-302025-11-13 BA BOEING CO5.5K shares2.43%2025-09-302025-11-13 GLD SPDR GOLD TR3.3K shares12.88%2025-09-302025-11-13 HD HOME DEPOT INC2.8K shares4.66%2025-09-302025-11-13 TSLA TESLA INC2.5K shares50.51%2025-09-302025-11-13 BALL BALL CORP21.9K shares0.00%2025-09-302025-11-13 AON AON PLC3.0K shares0.00%2025-09-302025-11-13 SCHE SCHWAB STRATEGIC TR31.2K shares0.00%2025-09-302025-11-13 NEE NEXTERA ENERGY INC13.5K shares2.83%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F14.0K shares0.00%2025-09-302025-11-13 CVX CHEVRON CORP NEW6.4K shares53.68%2025-09-302025-11-13 DGRO ISHARES TR14.6K shares0.00%2025-09-302025-11-13 IJR ISHARES TR8.4K shares6.44%2025-09-302025-11-13 AEP AMERICAN ELEC PWR CO INC8.7K shares0.02%2025-09-302025-11-13 MA MASTERCARD INCORPORATED1.7K shares10.53%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR3.4K shares0.00%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR35.7K shares0.00%2025-09-302025-11-13 EFAX SPDR INDEX SHS FDS19.0K shares0.24%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS3.3K shares-5.11%2025-09-302025-11-13 RTX RTX CORPORATION5.2K shares21.96%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS9.5K shares-0.88%2025-09-302025-11-13 KO COCA COLA CO12.8K shares4.41%2025-09-302025-11-13 WMT WALMART INC8.1K shares15.39%2025-09-302025-11-13 SIVR ABRDN SILVER ETF TRUST18.5K shares0.00%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP7.4K shares4.01%2025-09-302025-11-13 V VISA INC2.3K shares22.75%2025-09-302025-11-13 IWP ISHARES TR5.5K shares0.00%2025-09-302025-11-13 UPGD INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2025-09-302025-11-13 EMXC ISHARES INC10.8K shares0.00%2025-09-302025-11-13 PEY INVESCO EXCHANGE TRADED FD T34.5K shares0.00%2025-09-302025-11-13 AEE AMEREN CORP6.8K shares0.00%2025-09-302025-11-13 QUAL ISHARES TR3.6K shares-0.14%2025-09-302025-11-13 INTU INTUIT1.0K shares6.44%2025-09-302025-11-13 EFG ISHARES TR6.0K shares-5.36%2025-09-302025-11-13 DIS DISNEY WALT CO5.9K shares11.71%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR29.1K shares0.00%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO2.0K shares53.35%2025-09-302025-11-13 AOA ISHARES TR7.5K shares-3.74%2025-09-302025-11-13 WFC WELLS FARGO CO NEW7.7K shares14.65%2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST14.3K shares0.00%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP1.3K shares9.71%2025-09-302025-11-13 LOW LOWES COS INC2.5K shares4.41%2025-09-302025-11-13 NOW SERVICENOW INC683 shares3.80%2025-09-302025-11-13 XCEM COLUMBIA ETF TR II17.2K shares0.00%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS2.9K shares-12.20%2025-09-302025-11-13 BAC BANK AMERICA CORP12.0K shares71.96%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC767 shares68.57%2025-09-302025-11-13 MS MORGAN STANLEY3.8K shares153.76%2025-09-302025-11-13 IYH ISHARES TR10.1K shares0.00%2025-09-302025-11-13 SCCO SOUTHERN COPPER CORP4.9K shares1.00%2025-09-302025-11-13 ATEC ALPHATEC HLDGS INC40.0K shares0.00%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC1.2K shares178.28%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW3.0K shares2.08%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC3.4K shares1.06%2025-09-302025-11-13 AMGN AMGEN INC1.9K shares11.28%2025-09-302025-11-13 F FORD MTR CO45.7K shares1.15%2025-09-302025-11-13 AOR ISHARES TR8.4K shares-1.75%2025-09-302025-11-13 NFLX NETFLIX INC433 shares15.47%2025-09-302025-11-13 OEF ISHARES TR1.5K shares0.00%2025-09-302025-11-13 KKR KKR & CO INC3.9K shares-1.04%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND2.1K shares13.11%2025-09-302025-11-13 MASI MASIMO CORP3.4K shares0.00%2025-09-302025-11-13 SHOP SHOPIFY INC3.4K shares-0.21%2025-09-302025-11-13 DE DEERE & CO1.0K shares3.82%2025-09-302025-11-13 BLK BLACKROCK INC403 sharesnew addition2025-09-302025-11-13 PNR PENTAIR PLC4.2K shares2.01%2025-09-302025-11-13 CRM SALESFORCE INC2.0K shares18.46%2025-09-302025-11-13 PEG PUBLIC SVC ENTERPRISE GRP IN5.6K shares2.96%2025-09-302025-11-13 IWO ISHARES TR1.4K shares-1.57%2025-09-302025-11-13 PGR PROGRESSIVE CORP1.9K shares4.26%2025-09-302025-11-13 LIN LINDE PLC959 shares0.95%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL15.8K shares2.74%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC2.7K shares34.02%2025-09-302025-11-13 FITB FIFTH THIRD BANCORP9.8K shares5.03%2025-09-302025-11-13 SPSM SPDR SERIES TRUST9.4K shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC5.2K shares22.50%2025-09-302025-11-13 HON HONEYWELL INTL INC2.0K shares21.37%2025-09-302025-11-13 SNEX STONEX GROUP INC4.2K shares0.00%2025-09-302025-11-13 USB US BANCORP DEL8.7K shares6.12%2025-09-302025-11-13 SYK STRYKER CORPORATION1.1K shares13.60%2025-09-302025-11-13 SUSA ISHARES TR3.0K shares0.00%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC1.2K shares27.09%2025-09-302025-11-13 PEP PEPSICO INC2.8K shares21.75%2025-09-302025-11-13 NVT NVENT ELECTRIC PLC3.9K shares2.28%2025-09-302025-11-13 ELV ELEVANCE HEALTH INC FORMERLY1.2K shares5.37%2025-09-302025-11-13 CCJ CAMECO CORP4.6K sharesnew addition2025-09-302025-11-13 PCTY PAYLOCITY HLDG CORP2.3K shares0.00%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-09-302025-11-13 WGO WINNEBAGO INDS INC10.7K shares0.00%2025-09-302025-11-13 LEN LENNAR CORP2.8K shares0.00%2025-09-302025-11-13 MBIN MERCHANTS BANCORP IND11.1K shares0.00%2025-09-302025-11-13 TIP ISHARES TR3.2K shares-1.12%2025-09-302025-11-13 ATO ATMOS ENERGY CORP2.1K shares9.86%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN1.2K shares14.52%2025-09-302025-11-13 INTC INTEL CORP10.3K sharesnew addition2025-09-302025-11-13 DHR DANAHER CORPORATION1.7K shares1.83%2025-09-302025-11-13 USMV ISHARES TR3.6K shares24.45%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP1.0K shares12.84%2025-09-302025-11-13 CAT CATERPILLAR INC707 shares0.14%2025-09-302025-11-13 SLB SCHLUMBERGER LTD9.7K shares6.13%2025-09-302025-11-13 CSCO CISCO SYS INC4.7K shares20.21%2025-09-302025-11-13 PHO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2025-09-302025-11-13 NKE NIKE INC4.5K shares6.69%2025-09-302025-11-13 GM GENERAL MTRS CO5.2K shares2.47%2025-09-302025-11-13 MPC MARATHON PETE CORP1.6K shares0.00%2025-09-302025-11-13 COIN COINBASE GLOBAL INC898 sharesnew addition2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares9.14%2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVERAGE629 sharesnew addition2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC6.5K shares5.58%2025-09-302025-11-13 BP BP PLC8.3K shares0.00%2025-09-302025-11-13 WTAI WISDOMTREE TR9.9K sharesnew addition2025-09-302025-11-13 CSX CSX CORP7.8K shares10.71%2025-09-302025-11-13 DOV DOVER CORP1.6K shares8.83%2025-09-302025-11-13 LIT GLOBAL X FDS4.6K sharesnew addition2025-09-302025-11-13 OBDC BLUE OWL CAPITAL CORPORATION20.5K shares0.00%2025-09-302025-11-13 ING ING GROEP N.V.10.0K shares0.00%2025-09-302025-11-13 EOG EOG RES INC2.3K shares0.00%2025-09-302025-11-13 ICLN ISHARES TR16.6K shares0.00%2025-09-302025-11-13 OKE ONEOK INC NEW3.5K shares3.55%2025-09-302025-11-13 ARKK ARK ETF TR2.9K shares0.00%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW2.0K sharesnew addition2025-09-302025-11-13 WELL WELLTOWER INC1.4K shares4.49%2025-09-302025-11-13 T AT&T INC8.7K shares19.31%2025-09-302025-11-13 MSTR STRATEGY INC753 shares-27.39%2025-09-302025-11-13 QCOM QUALCOMM INC1.4K shares12.90%2025-09-302025-11-13 ESGV VANGUARD WORLD FD2.0K shares0.00%2025-09-302025-11-13 IYW ISHARES TR1.2K shares0.00%2025-09-302025-11-13 ROP ROPER TECHNOLOGIES INC471 shares3.06%2025-09-302025-11-13 FI FISERV INC1.8K shares8.72%2025-09-302025-11-13 EFV ISHARES TR3.5K sharesnew addition2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L7.3K shares4.38%2025-09-302025-11-13 GEHC GE HEALTHCARE TECHNOLOGIES I3.0K shares1.93%2025-09-302025-11-13 TKR TIMKEN CO3.0K shares0.00%2025-09-302025-11-13 INBK FIRST INTERNET BANCORP9.8K shares-24.55%2025-09-302025-11-13 VRT VERTIV HOLDINGS CO1.5K sharesnew addition2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO4.8K shares0.00%2025-09-302025-11-13 CAH CARDINAL HEALTH INC1.3K shares0.00%2025-09-302025-11-13 D DOMINION ENERGY INC3.4K sharesnew addition2025-09-302025-11-13 ICE INTERCONTINENTAL EXCHANGE IN1.2K shares2.79%2025-09-302025-11-13 CI THE CIGNA GROUP704 sharesnew addition2025-09-302025-11-13 CMCSA COMCAST CORP NEW6.5K sharesnew addition2025-09-302025-11-13 IDEV ISHARES TR2.3K sharesnew addition2025-09-302025-11-13 IYY ISHARES TR1.1K shares0.28%2025-09-302025-11-13 GDX VANECK ETF TRUST2.2K shares0.00%2025-09-302025-11-13 IEMG ISHARES INC2.5K shares-6.81%2025-09-302025-11-13 EEM ISHARES TR3.1K shares0.00%2025-09-302025-11-13 ARKQ ARK ETF TR1.4K shares0.00%2025-09-302025-11-13 PPA INVESCO EXCHANGE TRADED FD T1.0K shares105.00%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR3.0K shares-66.69%2025-09-302025-11-13 IJT ISHARES TR1.1K shares0.00%2025-09-302025-11-13 NRGV ENERGY VAULT HOLDINGS INC50.7K shares0.00%2025-09-302025-11-13 ARKF ARK ETF TR2.5K shares0.00%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST3.1K shares6.31%2025-09-302025-11-13 ARKW ARK ETF TR657 shares0.92%2025-09-302025-11-13 VSGX VANGUARD WORLD FD1.6K shares0.00%2025-09-302025-11-13 VBR VANGUARD INDEX FDS537 shares0.00%2025-09-302025-11-13 HDV ISHARES TR835 shares0.00%2025-09-302025-11-13 AGG ISHARES TR907 shares-28.19%2025-09-302025-11-13 MGC VANGUARD WORLD FD360 shares0.00%2025-09-302025-11-13 VOT VANGUARD INDEX FDS238 shares-38.34%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR2.1K shares0.00%2025-09-302025-11-13 IJK ISHARES TR600 shares0.00%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS1.1K shares-65.69%2025-09-302025-11-13 IJJ ISHARES TR409 shares0.00%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR360 shares0.00%2025-09-302025-11-13 DVY ISHARES TR323 shares0.00%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR1.8K shares0.00%2025-09-302025-11-13 IEFA ISHARES TR388 shares-95.17%2025-09-302025-11-13 ARKG ARK ETF TR1.1K shares0.00%2025-09-302025-11-13 MOO VANECK ETF TRUST415 shares0.00%2025-09-302025-11-13 VHT VANGUARD WORLD FD106 shares0.00%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS615 shares1.49%2025-09-302025-11-13 IXC ISHARES TR617 shares0.00%2025-09-302025-11-13 IVVD INVIVYD INC23.1K shares0.00%2025-09-302025-11-13 PFF ISHARES TR700 shares0.00%2025-09-302025-11-13 LCTX LINEAGE CELL THERAPEUTICS IN12.6K shares0.00%2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR500 sharesnew addition2025-09-302025-11-13 FNDF SCHWAB STRATEGIC TR470 shares0.00%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR78 shares0.00%2025-09-302025-11-13 ACWX ISHARES TR286 shares0.00%2025-09-302025-11-13 IAGG ISHARES TR337 sharesnew addition2025-09-302025-11-13 FNGR FINGERMOTION INC10.0K shares0.00%2025-09-302025-11-13 STIP ISHARES TR152 shares0.00%2025-09-302025-11-13 VDC VANGUARD WORLD FD65 shares0.00%2025-09-302025-11-13 VDE VANGUARD WORLD FD100 shares0.00%2025-09-302025-11-13 IQLT ISHARES TR271 sharesnew addition2025-09-302025-11-13 VIGI VANGUARD WHITEHALL FDS112 sharesnew addition2025-09-302025-11-13 VLUE ISHARES TR68 shares0.00%2025-09-302025-11-13 IYR ISHARES TR79 shares0.00%2025-09-302025-11-13 URA GLOBAL X FDS160 sharesnew addition2025-09-302025-11-13 IUSG ISHARES TR40 shares0.00%2025-09-302025-11-13 VOE VANGUARD INDEX FDS35 shares-62.77%2025-09-302025-11-13 IXUS ISHARES TR73 sharesnew addition2025-09-302025-11-13 IUSV ISHARES TR55 shares0.00%2025-09-302025-11-13 DRIV GLOBAL X FDS159 sharesnew addition2025-09-302025-11-13 PGF INVESCO EXCHANGE TRADED FD T256 shares1.59%2025-09-302025-11-13 ANGL VANECK ETF TRUST106 shares0.00%2025-09-302025-11-13 ISTB ISHARES TR28 sharesnew addition2025-09-302025-11-13 DFAE DIMENSIONAL ETF TRUST3 sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available