Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
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.