—

Oak Point Wealth Management Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2018
  • Location
    portage, MI
  • CIK
    0001709443
  • All SEC filings

Q1 2018 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

204

$98.03M
ITOT, IVV, POWERSHARES ETF TR II, KRE
13F-HR
Apr 30, 2018
000170944318000004

210

$101.48M
ITOT, KRE, AGG, POWERSHARES ETF TR II
13F-HR
Jan 9, 2018
000170944318000001