0001245862-20-000003.txt : 20200210 0001245862-20-000003.hdr.sgml : 20200210 20200210120819 ACCESSION NUMBER: 0001245862-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OXFORD FINANCIAL GROUP LTD CENTRAL INDEX KEY: 0001245862 IRS NUMBER: 351588335 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17623 FILM NUMBER: 20590633 BUSINESS ADDRESS: STREET 1: 11711 N MERIDIAN ST SUITE 600 CITY: CARMEL STATE: IN ZIP: 46032 BUSINESS PHONE: 317-843-5678 MAIL ADDRESS: STREET 1: PO BOX 80238 CITY: INDIANAPOLIS STATE: IN ZIP: 46280-0238 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001245862 XXXXXXXX 12-31-2019 12-31-2019 OXFORD FINANCIAL GROUP LTD

PO BOX 80238 INDIANAPOLIS IN 46280-0238

13F HOLDINGS REPORT 028-17623 N Melanie Wertenberger 3178055152 Melanie Wertenberger Carmel IN 02-10-2020 0 53 360417 false INFORMATION TABLE 2 infotable12312019.xml VANECK VECTORS ETF TRUST FALLEN ANGEL HG 92189F437 13353 447336 SH SOLE 0 0 447336 ISHARES TR GRWT ALLOCAT ETF 464289867 7118 148794 SH SOLE 0 0 148794 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 524 1839 SH SOLE 0 0 1839 ISHARES TR MSCI EMG MKT ETF 464287234 2388 53221 SH SOLE 0 0 53221 ISHARES TR MSCI EAFE ETF 464287465 1910 27507 SH SOLE 0 0 27507 ISHARES INC ESG MSCI EM ETF 46434G863 5193 144542 SH SOLE 0 0 144542 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 32885 770507 SH SOLE 0 0 770507 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 4807 104155 SH SOLE 0 0 104155 ISHARES TR INTL SEL DIV ETF 464288448 308 9178 SH SOLE 0 0 9178 ISHARES INC CORE MSCI EMKT 46434G103 6571 122237 SH SOLE 0 0 122237 ISHARES TR NORTH AMERN NAT 464287374 2547 84607 SH SOLE 0 0 84607 ISHARES TR CORE S AND P MCP ETF 464287507 937 4552 SH SOLE 0 0 4552 ISHARES TR CORE S AND P SCP ETF 464287804 1224 14598 SH SOLE 0 0 14598 ISHARES TR CORE S AND P TTL STK 464287150 1332 18320 SH SOLE 0 0 18320 ISHARES TR S AND P 500 VAL ETF 464287408 500 3844 SH SOLE 0 0 3844 ISHARES TR CORE S AND P 500 ETF 464287200 29867 92399 SH SOLE 0 0 92399 ISHARES TR RUS 1000 ETF 464287622 6126 34335 SH SOLE 0 0 34335 ISHARES TR RUS 1000 VAL ETF 464287598 7537 55227 SH SOLE 0 0 55227 ISHARES TR RUS 1000 GRW ETF 464287614 1411 8021 SH SOLE 0 0 8021 ISHARES TR RUSSELL 2000 ETF 464287655 763 4607 SH SOLE 0 0 4607 ISHARES TR RUS 2000 VAL ETF 464287630 10083 78416 SH SOLE 0 0 78416 ISHARES TR RUS 2000 GRW ETF 464287648 521 2432 SH SOLE 0 0 2432 ISHARES TR RUS MD CP GR ETF 464287481 843 5525 SH SOLE 0 0 5525 ISHARES TR RUS MID CAP ETF 464287499 955 16018 SH SOLE 0 0 16018 ISHARES TR RUS MDCP VAL ETF 464287473 407 4296 SH SOLE 0 0 4296 ISHARES TR RUSSELL 3000 ETF 464287689 1083 5747 SH SOLE 0 0 5747 SPDR S AND P MIDCAP 400 ETF TR UTSER1 S AND P DCRP 78467Y107 1128 3006 SH SOLE 0 0 3006 ISHARES TR USA MOMENTUM FCT 46432F396 81040 645426 SH SOLE 0 0 645426 ISHARES TR NATIONAL MUN ETF 464288414 1095 9616 SH SOLE 0 0 9616 PIMCO ETF TR INTER MUN BD ACT 72201R866 285 5160 SH SOLE 0 0 5160 INVESCO EXCHANGE TRADED FD T S AND P 500 EQL TEC 46137V282 796 4021 SH SOLE 0 0 4021 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 357 4715 SH SOLE 0 0 4715 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 620 18429 SH SOLE 0 0 18429 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1697 22097 SH SOLE 0 0 22097 ISHARES TR SHORT TREAS BD 464288679 2048 18542 SH SOLE 0 0 18542 SPDR S AND P 500 ETF TR TR UNIT 78462F103 11749 36502 SH SOLE 0 0 36502 ISHARES TR MSCI USA ESG SLC 464288802 492 3674 SH SOLE 0 0 3674 ISHARES TR TIPS BD ETF 464287176 3992 34247 SH SOLE 0 0 34247 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 240 4902 SH SOLE 0 0 4902 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 20269 862498 SH SOLE 0 0 862498 VANGUARD INDEX FDS SMALL CP ETF 922908751 608 3671 SH SOLE 0 0 3671 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3458 78475 SH SOLE 0 0 78475 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3948 73456 SH SOLE 0 0 73456 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4739 51071 SH SOLE 0 0 51071 VANGUARD INDEX FDS S AND P 500 ETF SHS 922908363 5570 18829 SH SOLE 0 0 18829 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 20084 247976 SH SOLE 0 0 247976 VANGUARD INDEX FDS TOTAL STK MKT 922908769 39380 240680 SH SOLE 0 0 240680 VANGUARD INDEX FDS VALUE ETF 922908744 3298 27517 SH SOLE 0 0 27517 VANGUARD INDEX FDS GROWTH ETF 922908736 302 1657 SH SOLE 0 0 1657 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4445 99959 SH SOLE 0 0 99959 VANGUARD WHITEHALL FDS INC EMERG MKT BD ETF 921946885 1659 20381 SH SOLE 0 0 20381 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5425 43062 SH SOLE 0 0 43062 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 500 16235 SH SOLE 0 0 16235