Oak Point Wealth Management
Q1 2018 13F Holdings
- Locationportage, MI
- Num holdings
204
- Value ($000)
$98,025
- Date Filed04/30/2018
- Form type13F-HR
- CIK0001709443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT iShares ETFs/USA | ETF | 464287150 | $5.30M | 5 % | 89,680 | ||
IVV iShares ETFs/USA | ETF | 464287200 | $3.37M | 3 % | 12,989 | ||
PowerShares ETFs/USA | ETF | 73937B647 | $3.33M | 3 % | 75,602 | ||
KRE State Street ETF/USA | ETF | 78464A763 | $3.17M | 3 % | 35,453 | ||
IDV* iShares ETFs/USA | ETF | 464288448 | $2.71M | 3 % | 83,098 | ||
VYM Vanguard ETF/USA | ETF | 921946406 | $2.55M | 3 % | 31,608 | ||
FSK FS INVESTMENT CORP | COM | 302635107 | $2.40M | 2 % | 333,067 | ||
KRE State Street ETF/USA | ETF | 78468R739 | $2.38M | 2 % | 49,888 | ||
URTH iShares ETFs/USA | ETF | 464286392 | $2.38M | 2 % | 27,951 | ||
LVHD Legg Mason ETF Investment Trus | ETF | 52468L406 | $2.33M | 2 % | 80,578 |
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