StockDriftsStockDriftsTop 50 Oxford Financial Group, Ltd. Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.38% | 774.4K | $248.4M | -2.70%(-21.47K) | $204.80(+80.06%) | 2026-03-31 | |
| INFL | LISTED FDS TR | 11.07% | 3.95M | $205.5M | -0.69%(-27.52K) | $34.99(+42.26%) | 2026-03-31 | |
| ISRG | INTUITIVE SURGICAL INC | 9.03% | 363.8K | $167.7M | -0.06%(-226) | $374.57(+13.73%) | 2026-03-31 | |
| GNR | SPDR INDEX SHS FDS | 7.49% | 1.86M | $139.1M | +0.01%(+275) | $54.02(+25.81%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 6.42% | 129.6K | $119.2M | -4.80%(-6.53K) | $344.81(+252.06%) | 2026-03-31 | |
| FPAG | INVESTMENT MANAGERS SER TR I | 4.98% | 2.55M | $92.5M | new | $36.69(+10.60%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.74% | 830.1K | $88.1M | -0.72%(-6.03K) | $104.21(+3.15%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 4.28% | 1.37M | $79.5M | -13.19%(-208.62K) | $45.29(+37.04%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.35% | 563.1K | $62.2M | -15.79%(-105.57K) | $78.83(+56.67%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.15% | 89.5K | $58.4M | -2.89%(-2.66K) | $189.52(+294.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.87% | +63.76% |
| Top 20 Holdings Unweighted | +14.78% | +51.23% |
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