| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares ETFs/USA | 2 | Q1 2018 | 5.4% |
| PowerShares ETFs/USA | 2 | Q1 2018 | 3.5% |
| State Street ETF/USA | 2 | Q1 2018 | 3.4% |
| State Street ETF/USA | 2 | Q1 2018 | 3.9% |
| iShares ETFs/USA | 2 | Q1 2018 | 3.4% |
| Vanguard ETF/USA | 2 | Q1 2018 | 2.6% |
| iShares ETFs/USA | 2 | Q1 2018 | 2.8% |
| FS INVESTMENT CORP | 2 | Q1 2018 | 2.4% |
| VanEck Vectors ETFs/USA | 2 | Q1 2018 | 2.8% |
| WisdomTree ETFs/USA | 2 | Q1 2018 | 2.3% |
View Oak Point Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-30 |
| 13F-HR | 2018-01-09 |
View Oak Point Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.