LP

Lake Point Wealth Management

13F
Lake Point Wealth Management
Last update 2022-07-19 493 Stocks (71 new)
Value $176.00 Mil Turnover 40 %
Countries:
Top Holdings: IHDG(13.47%)VO(12.62%)VOO(10.56%)DFAC(9.69%)TDTF(7.70%)
Summary Stock Picks Current Portfolio
Lake Point Wealth Management Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
633,631
23,710.0
-5.78%
13.470
-0.77%
2.130
+9.23%
+6.96%
2,494.3
 
VO
Vanguard Mid-Cap ETF
112,787
22,216.0
+3.74%
12.620
+0.46%
0.050
+13.82%
+9.97%
80,783.9
 
VOO
Vanguard S&P 500 ETF
53,577
18,585.0
+3,788.03%
10.560
+10.29%
0.010
+16.61%
+9.11%
664,994.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
732,268
17,062.0
New Holding
9.690
+9.69%
0.120
+15.96%
+7.51%
36,021.0
 
TDTF
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
537,111
13,546.0
-2.46%
7.700
-0.17%
1.780
+1.55%
+5.76%
848.6
 
BSV
Vanguard Short-Term Bond ETF
163,788
12,577.0
New Holding
7.140
+7.14%
0.030
+0.99%
+3.32%
38,401.2
 
IAU
iShares Gold Trust
343,729
11,793.0
-6.96%
6.700
-0.44%
0.040
+0.85%
+28.41%
48,455.2
 
JPST
JPMorgan Ultra-Short Income ETF
222,500
11,145.0
New Holding
6.330
+6.33%
0.060
+1.22%
+2.75%
32,242.5
 
SCZ
iShares MSCI EAFE Small-Cap ETF
199,700
10,902.0
+0.93%
6.190
+0.06%
0.110
+15.00%
+24.73%
10,524.5
 
DFUV
Dimensional US Marketwide Value ETF
261,847
8,274.0
New Holding
4.700
+4.70%
0.110
+11.11%
+7.09%
11,888.6
 

Lake Point Wealth Management's Historical Top Holdings Breakdowns

Lake Point Wealth Management Total Holding History ($B)

To

Lake Point Wealth Management's Asset Allocation

To

Lake Point Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lake Point Wealth Management's Hypothetical Growth since 2022-06-30

Lake Point Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Lake Point Wealth Management's Holdings Heat Map

Size field:

Lake Point Wealth Management's Holdings Bubble Chart

Lake Point Wealth Management News

  • 1

Discussions on Lake Point Wealth Management

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.