Oak Point Wealth Management

13F Portfolio Filings

Latest 13F report
Q1 2018 - Apr 30, 2018
Value $
$98M
Signature - Title
John Knowlton - Chief Compliance Officer
Location
721 W. Centre, Portage, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2018 204 $98M +$33.9M -$33.3M +$611K ITOT, IVV, XMLV, SDY, IDV 13F-HR 4/30/2018, 11:14 AM
Q4 2017 210 $101M $0 $0 ITOT, SHM, AGG, XMLV, SDY 13F-HR 1/9/2018, 10:34 AM