0001245862-18-000001.txt : 20180201 0001245862-18-000001.hdr.sgml : 20180201 20180201144005 ACCESSION NUMBER: 0001245862-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180201 DATE AS OF CHANGE: 20180201 EFFECTIVENESS DATE: 20180201 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: 18566432 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 true 0001245862 XXXXXXXX 12-31-2017 12-31-2017 OXFORD FINANCIAL GROUP LTD

PO BOX 80238 INDIANAPOLIS IN 46280-0238

13F HOLDINGS REPORT 028-17623 N Matthew Mohlman 3178055089 Matthew Mohlman Carmel IN 02-01-2018 0 33 146195 false INFORMATION TABLE 2 infotable12312017.xml VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 12060 402673 SH SOLE 0 0 402673 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 394 1594 SH SOLE 0 0 1594 ISHARES TR MSCI EMG MKT ETF 464287234 490 10402 SH SOLE 0 0 10402 ISHARES TR MSCI EAFE ETF 464287465 2625 37335 SH SOLE 0 0 37335 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 36291 968784 SH SOLE 0 0 968784 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 613 12490 SH SOLE 0 0 12490 ISHARES TR CORE S AND P MCP ETF 464287507 597 3147 SH SOLE 0 0 3147 ISHARES TR CORE S AND P SCP ETF 464287804 598 7786 SH SOLE 0 0 7786 ISHARES TR CORE S AND P TTL STK 464287150 1120 18320 SH SOLE 0 0 18320 ISHARES TR S AND P 500 VAL ETF 464287408 513 4493 SH SOLE 0 0 4493 ISHARES TR CORE S AND P 500 ETF 464287200 17531 65209 SH SOLE 0 0 65209 ISHARES TR RUS 1000 ETF 464287622 4946 33281 SH SOLE 0 0 33281 ISHARES TR RUS 1000 VAL ETF 464287598 4988 40118 SH SOLE 0 0 40118 ISHARES TR RUSSELL 2000 ETF 464287655 781 5124 SH SOLE 0 0 5124 ISHARES TR RUS MD CP GR ETF 464287481 478 3966 SH SOLE 0 0 3966 SPDR S AND P MIDCAP 400 ETF TR UTSER1 S AND P DCRP 78467Y107 894 2587 SH SOLE 0 0 2587 UBS AG JERSEY BRH ALERIAN INFRST 902641646 640 26447 SH SOLE 0 0 26447 ISHARES TR USA MOMENTUM FCT 46432F396 20558 199343 SH SOLE 0 0 199343 ISHARES TR NATIONAL MUN ETF 464288414 1217 10992 SH SOLE 0 0 10992 PIMCO ETF TR INTER MUN BD ACT 72201R866 277 5160 SH SOLE 0 0 5160 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 315 4518 SH SOLE 0 0 4518 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 970 28464 SH SOLE 0 0 28464 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 953 14941 SH SOLE 0 0 14941 SPDR S AND P 500 ETF TR TR UNIT 78462F103 3142 11773 SH SOLE 0 0 11773 ISHARES TR TIPS BD ETF 464287176 216 1892 SH SOLE 0 0 1892 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 238 4902 SH SOLE 0 0 4902 VANGUARD INDEX FDS SMALL CP ETF 922908751 727 4919 SH SOLE 0 0 4919 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 535 11933 SH SOLE 0 0 11933 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2291 41860 SH SOLE 0 0 41860 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 17660 237816 SH SOLE 0 0 237816 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10676 77785 SH SOLE 0 0 77785 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 408 8892 SH SOLE 0 0 8892 SELECT SECTOR SPDR TR SBI INT FINL 81369Y605 453 16235 SH SOLE 0 0 16235