Oak Point Wealth Management

13F Filings History

Latest 13F report
Q1 2018 - Apr 30, 2018
Value $
$98M
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 $98M as of Q1 2018. Top holdings included ITOT, IVV, XMLV, SDY, and IDV.
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