Lake Point Wealth Management 13F Holdings

CIK 0001768068 · ROCKWALL, TX

As of Jun 30, 2022, Lake Point Wealth Management reported 493 positions worth 75.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDIHDG—633,631$23.7K13.52%
VANGUARD MID-CAP INDEX FUNDVO—112,787$22.2K12.67%
VANGUARD 500 INDEX FUNDVOO—53,577 8.6K10.60%
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—732,268 7.1K9.73%
FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUNDTDTF—537,111 3.5K7.72%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—163,788 2.6K7.17%
ISHARES GOLD TRUSTIAU—343,729 1.8K6.72%
JPMORGAN ULTRA-SHORT INCOMEJPST—222,500 1.1K6.35%
ISHARES MSCI EAFE SMALL-CAP ETFSCZ—199,700 0.9K6.22%
DIMENSIONAL US MARKETWIDE VALUE ETFDFUV—261,847$8.3K4.72%
SPDR S&P 500 ETF TRUSTSPY—15,662$5.9K3.37%
ISHARES CORE S&P 500 ETFIVV—14,356$5.4K3.10%
VANGUARD TAX-MANAGED FUNDSVEA—24,363$994.00.57%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDBOND—9,225$879.00.50%
PROCTER & GAMBLE COPGConsumer Defensive4,818$693.00.40%
VANGUARD TOTAL WORLD BOND ETFBNDW—9,812$688.00.39%
INDEXIQ ETF TRQLS—23,952$574.00.33%
APPLE INCAAPLTechnology4,025$550.00.31%
INDEXIQ ETF TRHYLV—21,598$459.00.26%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services1$409.00.23%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—3,496$366.00.21%
TIDAL TRUST I——20,230$357.00.20%
PEPSICO INCPEPConsumer Defensive2,057$343.00.20%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—6,600$329.00.19%
AMAZON.COM INCAMZNEquity2,726$290.00.17%