Lake Point Wealth Management
13F Portfolio Filings
- Most recent 13FQ2 2022
- Locationrockwall, TX
- CIK0001768068
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
493 | $176.03M | IHDG, VO, VOO, DFAC | 13F-HR | Jul 19, 2022 | 000143774922017316 | ||
465 | $216.14M | TIDAL ETF TR, IHDG, VO, TDTF | 13F-HR | May 17, 2022 | 000143774922012765 | ||
482 | $228.92M | TIDAL ETF TR, IHDG, VO, IVOL | 13F-HR | Feb 23, 2022 | 000143774922004170 | ||
445 | $216.99M | TIDAL ETF TR, IVOL, IHDG, SMMD | 13F-HR | Oct 21, 2021 | 000143774921024086 | ||
449 | $214.46M | TIDAL ETF TR, IVOL, IHDG, SMMD | 13F-HR | Aug 4, 2021 | 000143774921018436 | ||
469 | $113.63M | IVV, IGT, WTMF, AGG | 13F-HR | May 18, 2020 | 000143774920011142 | ||
711 | $300.80M | IVV, DBLTX, FPNIX, FMIUX | 13F-HR | Feb 13, 2020 | 000143774920002545 | ||
770 | $287.93M | IVV, DBLTX, FPNIX, FDRXX | 13F-HR | Aug 7, 2019 | 000143774919015728 | ||
770 | $287.93M | IVV, DBLTX, FPNIX, FDRXX | RESTATEMENT | Aug 7, 2019 | 000143774919015727 | ||
930 | $267.40M | FDRXX, IVV, FMIUX, NTBIX | RESTATEMENT | Aug 7, 2019 | 000143774919015726 |