Oak Point Wealth Management
13F Portfolio Filings
Most recent 13F
Q1 2018
Location
Portage, MI
CIK
0001709443
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2018
204
98,025
ITOT, IVV, XMLV, SDY
13F-HR
4/30/2018
000170944318000004
Q4 2017
210
101,484
ITOT, SHM, AGG, XMLV
13F-HR
1/9/2018
000170944318000001