13F Filings History of Oak Point Wealth Management

Latest 13F report
Q1 2018 - 30 Apr 2018
Value $
$98,014,000
Signature - Title
John Knowlton - Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by Oak Point Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oak Point Wealth Management reported 204 stock holdings with total value $98,014,000 as of Q1 2018. Top holdings included ITOT, IVV, XMLV, SDY, and IDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2018 204 $98,014,000 +$33,943,319 -$33,331,983 +$611,336 ITOT, IVV, XMLV, SDY, IDV 13F-HR 30 Apr 2018, 11:14
Q4 2017 210 $101,480,000 $0 $0 $0 ITOT, SHM, AGG, XMLV, SDY 13F-HR 09 Jan 2018, 10:34