本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Oak Point Wealth Management (CIK 1709443) reported $98.0M across 204 reported positions in its SEC 13F filing for 2018-03-31. Largest positions: ITOT ($5.3M, 5.41%), IVV ($3.4M, 3.44%), XMLV ($3.3M, 3.40%), SDY ($3.2M, 3.24%), IDV ($2.7M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | iShares ETFs/USA | $5.3M | 5.41% | 89,680 | Added |
| 2 | IVV | iShares ETFs/USA | $3.4M | 3.44% | 12,989 | Added |
| 3 | XMLV | PowerShares ETFs/USA | $3.3M | 3.40% | 75,602 | Trimmed |
| 4 | SDY | State Street ETF/USA | $3.2M | 3.24% | 35,453 | Trimmed |
| 5 | IDV | iShares ETFs/USA | $2.7M | 2.76% | 83,098 | Added |
| 6 | VYM | Vanguard ETF/USA | $2.6M | 2.60% | 31,608 | Added |
| 7 | FSK | FS INVESTMENT CORP | $2.4M | 2.45% | 333,067 | Trimmed |
| 8 | SHM | State Street ETF/USA | $2.4M | 2.43% | 49,888 | Trimmed |
| 9 | URTH | iShares ETFs/USA | $2.4M | 2.42% | 27,951 | Added |
| 10 | LVHD | Legg Mason ETF Investment Trus | $2.3M | 2.38% | 80,578 | Added |
| 11 | MUB | iShares ETFs/USA | $2.1M | 2.17% | 19,599 | Trimmed |
| 12 | DLN | WisdomTree ETFs/USA | $2.1M | 2.14% | 24,170 | Trimmed |
| 13 | DEM | WisdomTree ETFs/USA | $1.9M | 1.98% | 41,247 | Added |
| 14 | IUSB | iShares ETFs/USA | $1.8M | 1.83% | 35,924 | Added |
| 15 | ITM | VanEck Vectors ETFs/USA | $1.8M | 1.80% | 75,050 | Trimmed |
| 16 | XSLV | PowerShares ETFs/USA | $1.7M | 1.71% | 37,720 | Trimmed |
| 17 | VO | Vanguard ETF/USA | $1.6M | 1.67% | 10,839 | Added |
| 18 | GSLC | Goldman Sachs ETF Trust | $1.6M | 1.59% | 29,863 | Added |
| 19 | TFI | State Street ETF/USA | $1.6M | 1.59% | 32,595 | Trimmed |
| 20 | USMV | iShares ETFs/USA | $1.5M | 1.51% | 28,888 | Added |
| 21 | VTV | Vanguard ETF/USA | $1.4M | 1.46% | 14,120 | Added |
| 22 | FLOT | iShares ETFs/USA | $1.4M | 1.38% | 26,666 | Trimmed |
| 23 | SHY | iShares ETFs/USA | $1.3M | 1.31% | 15,382 | Trimmed |
| 24 | DON | WisdomTree ETFs/USA | $1.3M | 1.29% | 37,847 | Trimmed |
| 25 | CVS | CVS HEALTH CORP | $1.3M | 1.28% | 20,464 | Added |
来源：SEC 13F 申报文件 · 截至 2018-03-31