0001709443-18-000001.txt : 20180109
0001709443-18-000001.hdr.sgml : 20180109
20180109103403
ACCESSION NUMBER: 0001709443-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180109
DATE AS OF CHANGE: 20180109
EFFECTIVENESS DATE: 20180109
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Oak Point Wealth Management
CENTRAL INDEX KEY: 0001709443
IRS NUMBER: 814742241
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1217
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18191
FILM NUMBER: 18518192
BUSINESS ADDRESS:
STREET 1: 721 W. CENTRE
CITY: PORTAGE
STATE: MI
ZIP: 49024
BUSINESS PHONE: 2695321901
MAIL ADDRESS:
STREET 1: 721 W. CENTRE
CITY: PORTAGE
STATE: MI
ZIP: 49024
13F-HR
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12-31-2017
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Oak Point Wealth Management
721 W. CENTRE
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MI
49024
13F HOLDINGS REPORT
028-18191
N
John Knowlton
CEO/CCO
2695321901
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01-09-2018
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0
TARGET CORP
COM
87612E106
4
62
SH
SOLE
62
0
0
COLONY NORTHSTAR INC
REIT
19625W104
3
313
SH
SOLE
313
0
0
FASTENAL CO
COM
311900104
3
52
SH
SOLE
52
0
0
HONEYWELL INTL
COM
438516106
3
20
SH
SOLE
20
0
0
NRG ENERGY
COM
629377508
3
100
SH
SOLE
100
0
0
Vanguard ETF/USA
ETF
92204A108
3
20
SH
SOLE
20
0
0
NATL OILWELL VAR
COM
637071101
2
45
SH
SOLE
45
0
0
CA INC
COM
12673P105
2
84
SH
SOLE
84
0
0
CME GROUP INC
COM
12572Q105
2
14
SH
SOLE
14
0
0
EASTMAN CHEMICAL
COM
277432100
2
24
SH
SOLE
24
0
0
MATTEL INC
COM
577081102
2
103
SH
SOLE
103
0
0
MOSAIC CO/THE
COM
61945C103
2
81
SH
SOLE
81
0
0
TEGNA INC
COM
87901J105
2
127
SH
SOLE
127
0
0
UNITED PARCEL-B
COM
911312106
2
14
SH
SOLE
14
0
0
State Street ETF/USA
ETF
81369Y209
2
25
SH
SOLE
25
0
0
iShares ETFs/USA
ETF
464288182
1
12
SH
SOLE
12
0
0
CARDINAL HEALTH
COM
14149Y108
1
21
SH
SOLE
21
0
0
iShares ETFs/USA
ETF
464287234
1
19
SH
SOLE
19
0
0
LYONDELLBASELL-A
COM
N53745100
1
7
SH
SOLE
7
0
0
Vanguard ETF/USA
ETF
921910840
1
17
SH
SOLE
17
0
0
NOVAGOLD RES
COM
66987E206
1
213
SH
SOLE
213
0
0
iShares ETFs/USA
ETF
464288273
1
13
SH
SOLE
13
0
0
Vanguard ETF/USA
ETF
922042874
1
11
SH
SOLE
11
0
0