Lake Point Wealth Management
Q2 2022 13F Holdings
- Locationrockwall, TX
- Num holdings
493
- Value ($000)
$176,032
- Date Filed 07/19/2022
- Form type13F-HR
- CIK 0001768068
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $23.71M | 14 % | 633,631 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $22.22M | 13 % | 112,787 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.59M | 11 % | 53,577 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $17.06M | 10 % | 732,268 | ||
T FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 | $13.55M | 8 % | 537,111 | ||
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $12.58M | 7 % | 163,788 | ||
I ISHARES GOLD TR | ISHARES NEW | 464285204 | $11.79M | 7 % | 343,729 | ||
J J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | $11.14M | 6 % | 222,500 | ||
S ISHARES TR | EAFE SML CP ETF | 464288273 | $10.90M | 6 % | 199,700 | ||
D DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.27M | 5 % | 261,847 |
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