Instuitional Investor - Lake Point Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Lake Point Wealth Management |
| Portfolio Value | $176,032,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 633,631 | $23,710,000 | 13.46% | |
| 2. | Vanguard Index Fds | 112,787 | $22,216,000 | 12.62% | |
| 3. | Vanguard Index Fds | 53,577 | $18,585,000 | 10.55% | |
| 4. | Dimensional Etf Trust | 732,268 | $17,062,000 | 9.69% | |
| 5. | Flexshares Trust | 537,111 | $13,546,000 | 7.69% |
