LP
| |
Lake Point Wealth Management13F | |
| Lake Point Wealth Management | |
| Last update 2022-07-19 | 493 Stocks (71 new) |
| Value $176.00 Mil | Turnover 40 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | 633,631 | 23,710.0 | -5.78% | 13.470 | -0.77% | 2.130 | -2.12% | +4.05% | 2,578.1 | ||
VO | Vanguard Mid-Cap ETF | 112,787 | 22,216.0 | +3.74% | 12.620 | +0.46% | 0.050 | +0.32% | +2.74% | 74,555.2 | ||
VOO | Vanguard S&P 500 ETF | 53,577 | 18,585.0 | +3,788.03% | 10.560 | +10.29% | 0.010 | -0.49% | +0.90% | 601,339.2 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 732,268 | 17,062.0 | New Holding | 9.690 | +9.69% | 0.120 | -1.85% | -0.74% | 32,886.5 | ||
TDTF | FlexShares iBoxx 5-Year Target Duration TIPS Index Fund | 537,111 | 13,546.0 | -2.46% | 7.700 | -0.17% | 1.780 | +1.21% | +4.61% | 807.4 | ||
BSV | Vanguard Short-Term Bond ETF | 163,788 | 12,577.0 | New Holding | 7.140 | +7.14% | 0.030 | +1.23% | +2.66% | 34,689.1 | ||
IAU | iShares Gold Trust | 343,729 | 11,793.0 | -6.96% | 6.700 | -0.44% | 0.040 | +15.39% | +25.55% | 46,061.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 222,500 | 11,145.0 | New Holding | 6.330 | +6.33% | 0.060 | +1.05% | +2.01% | 30,926.3 | ||
SCZ | iShares MSCI EAFE Small-Cap ETF | 199,700 | 10,902.0 | +0.93% | 6.190 | +0.06% | 0.110 | +12.33% | +16.26% | 10,213.4 | ||
DFUV | Dimensional US Marketwide Value ETF | 261,847 | 8,274.0 | New Holding | 4.700 | +4.70% | 0.110 | -4.43% | -0.43% | 11,063.3 |
Lake Point Wealth Management's Historical Top Holdings Breakdowns
Lake Point Wealth Management Total Holding History ($B)
Lake Point Wealth Management's Asset Allocation
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers