$301 Million is the total value of Lake Point Wealth Management's 711 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 10 | Q2 2022 | 22.4% |
WISDOMTREE TR | 10 | Q2 2022 | 11.0% |
ISHARES INC | 10 | Q2 2022 | 6.6% |
SPDR S&P 500 ETF TR | 10 | Q2 2022 | 4.5% |
ISHARES TR | 10 | Q2 2022 | 9.8% |
Vanguard Total World Stock ETF | 10 | Q2 2022 | 6.8% |
IQ Hedge Multi-Strategy Tracker ETF | 10 | Q2 2022 | 6.2% |
VANGUARD INDEX FDS | 10 | Q2 2022 | 10.6% |
ISHARES TR | 10 | Q2 2022 | 2.9% |
Vanguard Tax-Exempt Bond ETF | 10 | Q2 2022 | 2.6% |
View Lake Point Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-07-19 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-23 |
13F-HR | 2021-10-21 |
13F-HR | 2021-08-04 |
13F-HR | 2020-05-18 |
13F-HR | 2020-02-13 |
13F-HR/A | 2019-08-07 |
13F-HR/A | 2019-08-07 |
13F-HR | 2019-08-07 |
View Lake 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.