Oak Point Wealth Management holdings history

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263 is the total number of securities Oak Point Wealth Management has owned. The longest Oak Point Wealth Management has owned a single stock is 2 quarters.

Oak Point Wealth Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ITOT iShares ETFs/USA224.55%4.98%5.41%Q4 2017Q1 20182
XMLV PowerShares ETFs/USA223.40%3.44%3.48%Q4 2017Q1 20182
SDY State Street ETF/USA223.24%3.32%3.40%Q4 2017Q1 20182
SHM State Street ETF/USA222.43%3.16%3.88%Q4 2017Q1 20182
IVV iShares ETFs/USA222.53%2.98%3.44%Q4 2017Q1 20182
VYM Vanguard ETF/USA222.43%2.52%2.60%Q4 2017Q1 20182
IDV iShares ETFs/USA222.26%2.51%2.76%Q4 2017Q1 20182
FSK FS INVESTMENT CORP222.42%2.44%2.45%Q4 2017Q1 20182
ITM VanEck Vectors ETFs/USA221.80%2.29%2.78%Q4 2017Q1 20182
DLN WisdomTree ETFs/USA222.14%2.23%2.33%Q4 2017Q1 20182
MUB iShares ETFs/USA222.17%2.20%2.23%Q4 2017Q1 20182
TFI State Street ETF/USA221.59%2.01%2.42%Q4 2017Q1 20182
AGG iShares ETFs/USA220.02%1.86%3.70%Q4 2017Q1 20182
URTH iShares ETFs/USA221.13%1.78%2.42%Q4 2017Q1 20182
DEM WisdomTree ETFs/USA221.54%1.76%1.98%Q4 2017Q1 20182
XSLV PowerShares ETFs/USA221.71%1.73%1.75%Q4 2017Q1 20182
LVHD Legg Mason ETF Investm...220.94%1.66%2.38%Q4 2017Q1 20182
VO Vanguard ETF/USA221.61%1.64%1.67%Q4 2017Q1 20182
IUSB iShares ETFs/USA221.32%1.57%1.82%Q4 2017Q1 20182
DON WisdomTree ETFs/USA221.29%1.52%1.75%Q4 2017Q1 20182
SHY iShares ETFs/USA221.31%1.49%1.67%Q4 2017Q1 20182
VTV Vanguard ETF/USA221.46%1.46%1.47%Q4 2017Q1 20182
FLOT iShares ETFs/USA221.38%1.41%1.44%Q4 2017Q1 20182
USMV iShares ETFs/USA221.27%1.39%1.51%Q4 2017Q1 20182
XLB State Street ETF/USA221.26%1.36%1.46%Q4 2017Q1 20182
GSLC Goldman Sachs ETF Trust220.97%1.28%1.59%Q4 2017Q1 20182
TOTL State Street ETF/USA221.16%1.17%1.18%Q4 2017Q1 20182
VUG Vanguard ETF/USA220.89%0.90%0.92%Q4 2017Q1 20182
IPG INTERPUBLIC GRP220.40%0.81%1.22%Q4 2017Q1 20182
CVS CVS HEALTH CORP220.21%0.74%1.28%Q4 2017Q1 20182
CSCO CISCO SYSTEMS INC220.05%0.73%1.41%Q4 2017Q1 20182
VFC VF CORP220.00%0.73%1.46%Q4 2017Q1 20182
VOE Vanguard ETF/USA220.66%0.71%0.76%Q4 2017Q1 20182
XLP State Street ETF/USA220.64%0.70%0.76%Q4 2017Q1 20182
XLU State Street ETF/USA220.01%0.68%1.34%Q4 2017Q1 20182
VB Vanguard ETF/USA220.66%0.67%0.68%Q4 2017Q1 20182
IUSV iShares ETFs/USA220.57%0.66%0.75%Q4 2017Q1 20182
IWR iShares ETFs/USA220.55%0.65%0.76%Q4 2017Q1 20182
XLF State Street ETF/USA220.01%0.63%1.25%Q4 2017Q1 20182
WPC WP CAREY INC220.58%0.63%0.67%Q4 2017Q1 20182
LMT LOCKHEED MARTIN CORP220.28%0.61%0.94%Q4 2017Q1 20182
FV First Trust ETFs/USA220.54%0.60%0.66%Q4 2017Q1 20182
ABBV ABBVIE INC220.03%0.54%1.05%Q4 2017Q1 20182
XLV State Street ETF/USA220.00%0.54%1.07%Q4 2017Q1 20182
XOM EXXON MOBIL CORP220.36%0.53%0.70%Q4 2017Q1 20182
VBR Vanguard ETF/USA220.50%0.51%0.51%Q4 2017Q1 20182
EFA iShares ETFs/USA220.42%0.48%0.55%Q4 2017Q1 20182
MTUM iShares ETFs/USA220.46%0.47%0.49%Q4 2017Q1 20182
IUSG iShares ETFs/USA220.45%0.46%0.47%Q4 2017Q1 20182
MGC Vanguard ETF/USA220.44%0.45%0.46%Q4 2017Q1 20182
F FORD MOTOR CO220.24%0.43%0.62%Q4 2017Q1 20182
IHDG WisdomTree ETFs/USA220.35%0.42%0.49%Q4 2017Q1 20182
IBM INTL BUSINESS MACHINES...220.32%0.42%0.52%Q4 2017Q1 20182
TJX TJX COS INC220.37%0.40%0.44%Q4 2017Q1 20182
ANTM ANTHEM INC220.02%0.38%0.75%Q4 2017Q1 20182
DIS WALT DISNEY CO/THE220.32%0.38%0.45%Q4 2017Q1 20182
KBE State Street ETF/USA220.38%0.38%0.38%Q4 2017Q1 20182
PFE PFIZER INC220.16%0.37%0.57%Q4 2017Q1 20182
VIS Vanguard ETF/USA220.36%0.36%0.36%Q4 2017Q1 20182
AMZN AMAZON.COM INC220.12%0.36%0.59%Q4 2017Q1 20182
NFLX NETFLIX INC220.05%0.34%0.64%Q4 2017Q1 20182
DVY iShares ETFs/USA220.32%0.33%0.33%Q4 2017Q1 20182
IWM iShares ETFs/USA220.27%0.32%0.37%Q4 2017Q1 20182
IWC iShares ETFs/USA220.31%0.32%0.33%Q4 2017Q1 20182
OMC OMNICOM GROUP220.22%0.31%0.41%Q4 2017Q1 20182
AXJV iShares ETFs/USA220.25%0.30%0.36%Q4 2017Q1 20182
EEMV iShares ETFs/USA220.25%0.30%0.35%Q4 2017Q1 20182
PGAL Global X ETFs/USA220.24%0.29%0.35%Q4 2017Q1 20182
VZ VERIZON COMMUNICATIONS...220.08%0.28%0.47%Q4 2017Q1 20182
VOT Vanguard ETF/USA220.26%0.26%0.27%Q4 2017Q1 20182
BAC BANK OF AMERICA CORP220.01%0.24%0.48%Q4 2017Q1 20182
JNJ JOHNSON&JOHNSON220.02%0.24%0.46%Q4 2017Q1 20182
EMN EASTMAN CHEMICAL CO220.00%0.23%0.46%Q4 2017Q1 20182
XPO XPO LOGISTICS INC220.22%0.23%0.24%Q4 2017Q1 20182
ROK ROCKWELL AUTOMATION INC220.21%0.22%0.24%Q4 2017Q1 20182
VDC Vanguard ETF/USA220.05%0.22%0.38%Q4 2017Q1 20182
ORCL ORACLE CORP220.01%0.20%0.40%Q4 2017Q1 20182
KO COCA-COLA CO/THE220.01%0.20%0.40%Q4 2017Q1 20182
COL ROCKWELL COLLINS INC220.18%0.18%0.18%Q4 2017Q1 20182
IVOG Vanguard ETF/USA220.03%0.18%0.33%Q4 2017Q1 20182
SYK STRYKER CORP220.14%0.18%0.21%Q4 2017Q1 20182
SBUX STARBUCKS CORP220.01%0.17%0.34%Q4 2017Q1 20182
HD HOME DEPOT INC220.03%0.17%0.32%Q4 2017Q1 20182
AAPL APPLE INC220.16%0.16%0.17%Q4 2017Q1 20182
VIG Vanguard ETF/USA220.03%0.16%0.30%Q4 2017Q1 20182
T AT&T INC220.07%0.16%0.26%Q4 2017Q1 20182
BSV Vanguard ETF/USA220.04%0.14%0.25%Q4 2017Q1 20182
GE GENERAL ELECTRIC CO220.04%0.14%0.23%Q4 2017Q1 20182
VWO Vanguard ETF/USA220.12%0.13%0.15%Q4 2017Q1 20182
MO ALTRIA GROUP INC220.09%0.11%0.12%Q4 2017Q1 20182
VOOG Vanguard ETF/USA220.03%0.10%0.18%Q4 2017Q1 20182
VHT Vanguard ETF/USA220.03%0.10%0.16%Q4 2017Q1 20182
VXUS Vanguard ETF/USA220.01%0.08%0.14%Q4 2017Q1 20182
EPD ENTERPRISE PRODUCTS PA...220.07%0.08%0.09%Q4 2017Q1 20182
INTC INTEL CORP220.04%0.05%0.05%Q4 2017Q1 20182
ETN EATON CORP PLC220.04%0.04%0.04%Q4 2017Q1 20182
ZTS ZOETIS INC220.03%0.04%0.04%Q4 2017Q1 20182
DWDP DOWDUPONT INC220.04%0.04%0.04%Q4 2017Q1 20182
IJR iShares ETFs/USA220.02%0.03%0.05%Q4 2017Q1 20182
ANGL VanEck Vectors ETFs/USA220.03%0.03%0.03%Q4 2017Q1 20182
QDEF FlexShares ETFs/USA220.03%0.03%0.03%Q4 2017Q1 20182
VCSH Vanguard ETF/USA220.00%0.03%0.05%Q4 2017Q1 20182
ABT ABBOTT LABS220.02%0.03%0.03%Q4 2017Q1 20182
IVOV Vanguard ETF/USA220.03%0.03%0.03%Q4 2017Q1 20182
CMS CMS ENERGY CORP220.02%0.02%0.02%Q4 2017Q1 20182
KKR KKR & CO LP220.02%0.02%0.02%Q4 2017Q1 20182
PG PROCTER & GAMBLE CO/THE220.01%0.02%0.02%Q4 2017Q1 20182
BA BOEING CO/THE220.01%0.02%0.03%Q4 2017Q1 20182
FTS FORTIS INC220.01%0.01%0.02%Q4 2017Q1 20182
ECL ECOLAB INC220.01%0.01%0.01%Q4 2017Q1 20182
ROP ROPER TECHNOLOGIES INC220.01%0.01%0.01%Q4 2017Q1 20182
MWA MUELLER WATER PRODUCTS...220.01%0.01%0.01%Q4 2017Q1 20182
VEEV VEEVA SYSTEMS INC-CLASS A220.01%0.01%0.01%Q4 2017Q1 20182
KMI KINDER MORGAN INC220.01%0.01%0.01%Q4 2017Q1 20182
MDT MEDTRONIC PLC220.01%0.01%0.01%Q4 2017Q1 20182
ADP AUTOMATIC DATA PROCESSING220.01%0.01%0.01%Q4 2017Q1 20182
MCD MCDONALDS CORP220.01%0.01%0.01%Q4 2017Q1 20182
CAT CATERPILLAR INC220.01%0.01%0.02%Q4 2017Q1 20182
GSK GLAXOSMITHKLINE PLC-SP...220.01%0.01%0.01%Q4 2017Q1 20182
PRU PRUDENTL FINL220.01%0.01%0.01%Q4 2017Q1 20182
CHI Calamos Funds/USA220.01%0.01%0.01%Q4 2017Q1 20182
PRGO PERRIGO CO PLC220.01%0.01%0.01%Q4 2017Q1 20182
ALL ALLSTATE CORP220.01%0.01%0.01%Q4 2017Q1 20182
EXAS EXACT SCIENCES CORP220.01%0.01%0.01%Q4 2017Q1 20182
DUK DUKE ENERGY CORP220.01%0.01%0.01%Q4 2017Q1 20182
MSFT MICROSOFT CORP220.01%0.01%0.01%Q4 2017Q1 20182
EMR EMERSON ELECTRIC CO220.01%0.01%0.01%Q4 2017Q1 20182
MET METLIFE INC220.00%0.01%0.01%Q4 2017Q1 20182
GM GENERAL MOTORS CO220.01%0.01%0.01%Q4 2017Q1 20182
GLW CORNING INC220.01%0.01%0.01%Q4 2017Q1 20182
MAIN MAIN STREET CAPITAL CORP220.01%0.01%0.01%Q4 2017Q1 20182
SO SOUTHERN CO/THE220.01%0.01%0.01%Q4 2017Q1 20182
NCZ Allianz Funds/Closed-e...220.01%0.01%0.01%Q4 2017Q1 20182
LPLA LPL FINANCIAL HOLDINGS...220.01%0.01%0.01%Q4 2017Q1 20182
EGRX EAGLE PHARMACEUTICALS INC220.01%0.01%0.01%Q4 2017Q1 20182
DTE DTE ENERGY COMPANY220.01%0.01%0.01%Q4 2017Q1 20182
GILD GILEAD SCIENCES INC220.01%0.01%0.01%Q4 2017Q1 20182
UGI UGI CORP220.00%0.00%0.01%Q4 2017Q1 20182
CRRTQ CARBO CERAMICS INC220.00%0.00%0.01%Q4 2017Q1 20182
KHC KRAFT HEINZ CO/THE220.00%0.00%0.01%Q4 2017Q1 20182
OLN OLIN CORP220.00%0.00%0.00%Q4 2017Q1 20182
AEP AMERICAN ELECTRIC POWER220.00%0.00%0.00%Q4 2017Q1 20182
MON MONSANTO CO220.00%0.00%0.00%Q4 2017Q1 20182
FB FACEBOOK INC-A220.00%0.00%0.00%Q4 2017Q1 20182
NRG NRG ENERGY INC220.00%0.00%0.00%Q4 2017Q1 20182
HON HONEYWELL INTL220.00%0.00%0.00%Q4 2017Q1 20182
CLNS COLONY NORTHSTAR INC-C...220.00%0.00%0.00%Q4 2017Q1 20182
NOV NATL OILWELL VAR220.00%0.00%0.00%Q4 2017Q1 20182
CAH CARDINAL HEALTH INC220.00%0.00%0.00%Q4 2017Q1 20182
MGV Vanguard ETF/USA220.00%0.00%0.00%Q4 2017Q1 20182
NG NOVAGOLD RESOURCES INC220.00%0.00%0.00%Q4 2017Q1 20182
BNDX Vanguard ETF/USA111.70%1.70%1.70%Q4 2017Q4 20171
UNH UNITEDHEALTH GRP111.40%1.40%1.40%Q4 2017Q4 20171
XLK State Street ETF/USA111.34%1.34%1.34%Q4 2017Q4 20171
HBI HANESBRANDS INC111.26%1.26%1.26%Q1 2018Q1 20181
SPTM State Street ETF/USA111.24%1.24%1.24%Q1 2018Q1 20181
ORI OLD REPUBLIC INTL CORP111.20%1.20%1.20%Q1 2018Q1 20181
SABR SABRE CORP111.16%1.16%1.16%Q1 2018Q1 20181
AFG AMERICAN FINANCIAL GRO...111.16%1.16%1.16%Q1 2018Q1 20181
XLY State Street ETF/USA111.14%1.14%1.14%Q4 2017Q4 20171
CINF CINCINNATI FINANCIAL CORP111.13%1.13%1.13%Q1 2018Q1 20181
FNF FNF GROUP111.10%1.10%1.10%Q1 2018Q1 20181
CCL CARNIVAL CORP111.07%1.07%1.07%Q1 2018Q1 20181
XLE State Street ETF/USA111.03%1.03%1.03%Q1 2018Q1 20181
NKE NIKE INC -CL B110.86%0.86%0.86%Q4 2017Q4 20171
GD GENERAL DYNAMICS110.85%0.85%0.85%Q4 2017Q4 20171
THO THOR INDUSTRIES110.81%0.81%0.81%Q4 2017Q4 20171
PII POLARIS INDS110.81%0.81%0.81%Q4 2017Q4 20171
IWV iShares ETFs/USA110.72%0.72%0.72%Q4 2017Q4 20171
QCOM QUALCOMM INC110.64%0.64%0.64%Q4 2017Q4 20171
IGIB iShares ETFs/USA110.57%0.57%0.57%Q1 2018Q1 20181
GAB Gabelli Funds/Closed-e...110.55%0.55%0.55%Q1 2018Q1 20181
DRI DARDEN RESTAURAN110.50%0.50%0.50%Q4 2017Q4 20171
BMY BRISTOL-MYERS SQUIBB CO110.50%0.50%0.50%Q1 2018Q1 20181
HRL HORMEL FOODS CRP110.47%0.47%0.47%Q4 2017Q4 20171
WDC WESTERN DIGITAL CORP110.46%0.46%0.46%Q1 2018Q1 20181
TPR TAPESTRY INC110.46%0.46%0.46%Q4 2017Q4 20171
WFC WELLS FARGO & CO110.46%0.46%0.46%Q4 2017Q4 20171
UHS UNIVERSAL HLTH-B110.43%0.43%0.43%Q4 2017Q4 20171
WU WESTERN UNION110.41%0.41%0.41%Q4 2017Q4 20171
AMGN AMGEN INC110.39%0.39%0.39%Q1 2018Q1 20181
IGV iShares ETFs/USA110.38%0.38%0.38%Q4 2017Q4 20171
IHF iShares ETFs/USA110.38%0.38%0.38%Q1 2018Q1 20181
VAW Vanguard ETF/USA110.37%0.37%0.37%Q4 2017Q4 20171
EWK iShares ETFs/USA110.34%0.34%0.34%Q1 2018Q1 20181
EWJ iShares ETFs/USA110.34%0.34%0.34%Q1 2018Q1 20181
EWH iShares ETFs/USA110.34%0.34%0.34%Q1 2018Q1 20181
MCHI iShares ETFs/USA110.33%0.33%0.33%Q1 2018Q1 20181
EWD iShares ETFs/USA110.33%0.33%0.33%Q1 2018Q1 20181
FL FOOT LOCKER INC110.32%0.32%0.32%Q1 2018Q1 20181
ILF iShares ETFs/USA110.29%0.29%0.29%Q1 2018Q1 20181
XRT State Street ETF/USA110.29%0.29%0.29%Q1 2018Q1 20181
BIV Vanguard ETF/USA110.28%0.28%0.28%Q1 2018Q1 20181
GREK Global X ETFs/USA110.28%0.28%0.28%Q4 2017Q4 20171
IBB iShares ETFs/USA110.27%0.27%0.27%Q4 2017Q4 20171
EWU iShares ETFs/USA110.26%0.26%0.26%Q4 2017Q4 20171
EWC iShares ETFs/USA110.26%0.26%0.26%Q4 2017Q4 20171
ENZL iShares ETFs/USA110.25%0.25%0.25%Q4 2017Q4 20171
TSN TYSON FOODS INC-CL A110.25%0.25%0.25%Q1 2018Q1 20181
EWP iShares ETFs/USA110.24%0.24%0.24%Q4 2017Q4 20171
IMTM iShares ETFs/USA110.24%0.24%0.24%Q4 2017Q4 20171
DPS DR PEPPER SNAPPL110.23%0.23%0.23%Q4 2017Q4 20171
CMCSA COMCAST CORP-A110.22%0.22%0.22%Q4 2017Q4 20171
VOO Vanguard ETF/USA110.21%0.21%0.21%Q4 2017Q4 20171
WBA WALGREENS BOOTS110.19%0.19%0.19%Q4 2017Q4 20171
VGT Vanguard ETF/USA110.10%0.10%0.10%Q4 2017Q4 20171
SPY State Street ETF/USA110.06%0.06%0.06%Q1 2018Q1 20181
VBK Vanguard ETF/USA110.05%0.05%0.05%Q4 2017Q4 20171
BRKB BERKSHIRE HATHAWAY INC...110.04%0.04%0.04%Q1 2018Q1 20181
EIX EDISON INTL110.04%0.04%0.04%Q4 2017Q4 20171
VTI Vanguard ETF/USA110.03%0.03%0.03%Q1 2018Q1 20181
CSX CSX CORP110.02%0.02%0.02%Q1 2018Q1 20181
LNC LINCOLN NATIONAL CORP110.02%0.02%0.02%Q1 2018Q1 20181
COP CONOCOPHILLIPS110.02%0.02%0.02%Q1 2018Q1 20181
QQQ PowerShares ETFs/USA110.02%0.02%0.02%Q1 2018Q1 20181
TIP iShares ETFs/USA110.02%0.02%0.02%Q4 2017Q4 20171
NSC NORFOLK SOUTHERN CORP110.02%0.02%0.02%Q1 2018Q1 20181
LQD iShares ETFs/USA110.01%0.01%0.01%Q4 2017Q4 20171
GBX GREENBRIER COMPANIES INC110.01%0.01%0.01%Q1 2018Q1 20181
RTN RAYTHEON COMPANY110.01%0.01%0.01%Q1 2018Q1 20181
WMT WAL-MART STORES110.01%0.01%0.01%Q4 2017Q4 20171
VV Vanguard ETF/USA110.01%0.01%0.01%Q1 2018Q1 20181
UTX UNITED TECHNOLOGIES CORP110.01%0.01%0.01%Q1 2018Q1 20181
IGHG ProShares ETFs/USA110.01%0.01%0.01%Q4 2017Q4 20171
VLO VALERO ENERGY110.01%0.01%0.01%Q4 2017Q4 20171
KLAC KLA-TENCOR CORP110.01%0.01%0.01%Q4 2017Q4 20171
GPS GAP INC/THE110.01%0.01%0.01%Q4 2017Q4 20171
NRP NATURAL RESOURCE PARTN...110.01%0.01%0.01%Q1 2018Q1 20181
ETP ENERGY TRANSFER PARTNE...110.01%0.01%0.01%Q1 2018Q1 20181
XLI State Street ETF/USA110.01%0.01%0.01%Q4 2017Q4 20171
MRK MERCK & CO110.01%0.01%0.01%Q4 2017Q4 20171
SHOP SHOPIFY INC - CLASS A110.01%0.01%0.01%Q1 2018Q1 20181
SNY SANOFI-ADR110.01%0.01%0.01%Q1 2018Q1 20181
O REALTY INCOME CORP110.01%0.01%0.01%Q1 2018Q1 20181
MMM 3M CO110.01%0.01%0.01%Q4 2017Q4 20171
DKS DICK'S SPORTING110.01%0.01%0.01%Q4 2017Q4 20171
JD JD.COM INC-ADR110.01%0.01%0.01%Q1 2018Q1 20181
TGT TARGET CORP110.00%0.00%0.00%Q4 2017Q4 20171
LTC LTC PROPERTIES INC110.00%0.00%0.00%Q1 2018Q1 20181
IWS iShares ETFs/USA110.00%0.00%0.00%Q4 2017Q4 20171
TEVA TEVA PHARMACEUTICAL-SP...110.00%0.00%0.00%Q1 2018Q1 20181
BABA ALIBABA GROUP HOLDING-...110.00%0.00%0.00%Q1 2018Q1 20181
JPM JPMORGAN CHASE110.00%0.00%0.00%Q4 2017Q4 20171
FAST FASTENAL CO110.00%0.00%0.00%Q4 2017Q4 20171
VCR Vanguard ETF/USA110.00%0.00%0.00%Q4 2017Q4 20171
CA CA INC110.00%0.00%0.00%Q4 2017Q4 20171
CME CME GROUP INC110.00%0.00%0.00%Q4 2017Q4 20171
UPS UNITED PARCEL-B110.00%0.00%0.00%Q4 2017Q4 20171
BIDU BAIDU INC - SPON ADR110.00%0.00%0.00%Q1 2018Q1 20181
TGNA TEGNA INC110.00%0.00%0.00%Q4 2017Q4 20171
SNPS SYNOPSYS INC110.00%0.00%0.00%Q1 2018Q1 20181
MAT MATTEL INC110.00%0.00%0.00%Q4 2017Q4 20171
SCWX SECUREWORKS CORP - A110.00%0.00%0.00%Q1 2018Q1 20181
MOS MOSAIC CO/THE110.00%0.00%0.00%Q4 2017Q4 20171
AAXJ iShares ETFs/USA110.00%0.00%0.00%Q4 2017Q4 20171
WATT ENERGOUS CORP110.00%0.00%0.00%Q1 2018Q1 20181
LYB LYONDELLBASELL-A110.00%0.00%0.00%Q4 2017Q4 20171
VGK Vanguard ETF/USA110.00%0.00%0.00%Q4 2017Q4 20171
EEM iShares ETFs/USA110.00%0.00%0.00%Q4 2017Q4 20171
BHF BRIGHTHOUSE FINANCIAL INC110.00%0.00%0.00%Q1 2018Q1 20181
ADBE ADOBE SYSTEMS INC110.00%0.00%0.00%Q1 2018Q1 20181
EEP ENBRIDGE ENERGY PARTNE...110.00%0.00%0.00%Q1 2018Q1 20181
SCZ iShares ETFs/USA110.00%0.00%0.00%Q4 2017Q4 20171
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The securities at the top of the list , including iShares ETFs/USA, PowerShares ETFs/USA, and State Street ETF/USA, are the highest-conviction holdings of Oak Point Wealth Management.

The conviction is calculated by counting the number of quarters a security has been reported by Oak Point Wealth Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Oak Point Wealth Management owns currently or has owned in the past.