Oak Point Wealth Management 13F Holdings
CIK 0001709443 · PORTAGE, MI
As of Mar 31, 2018, Oak Point Wealth Management reported 204 positions worth $98.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 89,680 | $5.3K | 5.41% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,989 | $3.4K | 3.44% |
| POWERSHARES ETF TR II | XMLV | — | 75,602 | $3.3K | 3.40% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 35,453 | $3.2K | 3.24% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | — | 83,098 | $2.7K | 2.76% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 31,608 | $2.6K | 2.60% |
| FS KKR Capital Corp | FSK | Financial Services | 333,067 | $2.4K | 2.45% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 49,888 | $2.4K | 2.43% |
| ISHARES INC | URTH | — | 27,951 | $2.4K | 2.42% |
| LEGG MASON ETF INVT | — | — | 80,578 | $2.3K | 2.38% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 19,599 | $2.1K | 2.17% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 24,170 | $2.1K | 2.14% |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | DEM | — | 41,247 |