Lake Point Wealth Management ETFs

Lake Point Wealth Management

$176 Million
Q2 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
RWX Spdr Dow Jones International R	$0	$2,000 0.0% of portfolio	56	Q4 2019 Reduced 92.52%
JUST Goldman Sachs ETF Tr Just Us L	$0	$2,000 0.0% of portfolio	40	Q4 2018 New
SPSB Spdr Portfolio Short Term Corp	$0	$2,000 0.0% of portfolio	66	Q4 2019 Reduced 66.67%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$2,000 0.0% of portfolio	81	Q2 2022 New
VTV Vanguard Value ETF	$0	$2,000 0.0% of portfolio	13	Q2 2022 Reduced 98.03%
MTUM Ishares Msci Usa Momentum Fact	$0	$2,000 0.0% of portfolio	11	Q4 2019 Reduced 95.53%
AOK Ishares Tr Core Conservative A	$0	$2,000 0.0% of portfolio	52	Q2 2021 Added 30.0%
FENY Fidelity Covington Tr Msci Ene	$0	$1,000 0.0% of portfolio	76	Q1 2022 Added 1.33%
SDY Spdr Series Tr Spdr S&P Divide	$0	$1,000 0.0% of portfolio	8	Q2 2021 Reduced 77.14%
ARKQ Ark Autonomous Technology & Ro	$0	$1,000 0.0% of portfolio	20	Q2 2021 New
VUG Vanguard Growth ETF	$0	$1,000 0.0% of portfolio	4	Q2 2022 New
VB Vanguard Small Cap ETF	$0	$1,000 0.0% of portfolio	5	Q2 2022 New
VIG Vanguard Dividend Appreciation	$0	$1,000 0.0% of portfolio	7	Q1 2019 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$1,000 0.0% of portfolio	6	Q2 2022 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$1,000 0.0% of portfolio	34	Q2 2022 New
SLV I Shares Silver Trust	$14.4B	$1,000 0.0% of portfolio	40	Q2 2021 New
EWC Ishares Msci Canada ETF	$0	$1,000 0.0% of portfolio	26	Q2 2022 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$1,000 0.0% of portfolio	15	Q2 2022 New
SCHO Schwab Short Term Us Treasury	$0	$1,000 0.0% of portfolio	20	Q2 2022 New
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$1,000 0.0% of portfolio	61	Q4 2019 Reduced 18.67%
TLH Ishares Barclays 10 20 Yr Trea	$0	$1,000 0.0% of portfolio	5	Q2 2022 New
TIP Ishares Tr Tips Bd ETF	$0	$1,000 0.0% of portfolio	8	Q2 2022 Added 700.0%
USMV Ishares Msci Usa Min Vol Facto	$0	$1,000 0.0% of portfolio	8	Q2 2022 New
IXN Ishares Global Information Tec	$0	$1,000 0.0% of portfolio	11	Q2 2022 New
FALN Ishares Tr Fallen Angels Usd B	$0	$1,000 0.0% of portfolio	44	Q2 2022 New
EFG Msci Eafe Growth ETF	$0	$1,000 0.0% of portfolio	15	Q2 2022 New
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1,000 0.0% of portfolio	35	Q2 2022 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$1,000 0.0% of portfolio	3	Q4 2019 Reduced 97.48%
IYE Ishares Tr	$0	$1,000 0.0% of portfolio	19	Q2 2022 New
PSK Spdr Ser Tr Spdr Ice Pfd Sec E	$0	$1,000 0.0% of portfolio	23	Q4 2019 Reduced 59.65%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1,000 0.0% of portfolio	3	Q1 2020 Added 50.0%
SPSM Spdr Portfolio S&P 600 Small C	$0	$1,000 0.0% of portfolio	36	Q4 2019 Reduced 96.54%
XLI Industrial Sector Spdr	$0	$1,000 0.0% of portfolio	9	Q4 2019 Reduced 96.93%
DGS Wisdomtree Emerging Markets Sm	$0	$0 0.0% of portfolio	10	Q4 2019 Reduced 95.78%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$0 0.0% of portfolio	9	Q4 2019 Reduced 96.31%
SPYG Spdr Portfolio	$0	$0 0.0% of portfolio	1	Q4 2019 New
WIP Spdr Ser Tr Ftse Intl Govt Inf	$0	$0 0.0% of portfolio	9	Q4 2019 Reduced 95.14%
BITO Proshares Tr Bitcoin Strategy	$0	$0 0.0% of portfolio	36	Q2 2022 Reduced 7.69%
VBR Vanguard Small Cap Value ETF	$0	$0 0.0% of portfolio	3	Q2 2022 New
IJT Ishares S&P Small Cap 600 Grow	$0	$0 0.0% of portfolio	2	Q2 2021 Reduced 50.0%
VLUE Ishares Msci Usa Value Factor	$0	$0 0.0% of portfolio	5	Q2 2022 New
VOT Vanguard Mid Cap Growth Index	$0	$0 0.0% of portfolio	2	Q2 2022 New
SHY Ishares Barclays 1 3 Year Trea	$0	$0 0.0% of portfolio	3	Q2 2021 Reduced 83.33%
SPTL Spdr Portfolio Long Term Treas	$0	$0 0.0% of portfolio	15	Q1 2020 Reduced 82.35%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.