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Lake Point Wealth Management

Q1 2022 Holdings

Filed 2022-05-17 | 465 holdings | $458.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Procter and Gamble Co(PG)COM742718109$7364,8180.2%
Pimco ETF TR(BOND)ACTIVE BD ETF72201R775$9499,3200.2%
Ishares TR(IVV)CORE S&P500 ETF464287200$6.8K15,0701.5%
Appian Corp(APPN)CL A03782L101$9.0K1472.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$9.1K20,1392.0%
Ishares TR(SCZ)EAFE SML CP ETF464288273$13.1K197,8672.9%
Gold TR(IAU)ISHARES NEW464285204$13.6K369,4463.0%
Flexshares TR(TDTF)IBOXX 5YR TRGT33939L605$14.9K550,6383.3%
Vanguard Index FDS(VO)MID CAP ETF922908629$25.9K108,7165.6%
Wisdomtree TR(IHDG)ITL HDG QTLY DIV97717X594$28.9K672,5346.3%
Biomarin Pharmaceutical Inc(BMRN)COM09061G101$31.0K4006.8%
American Airls Group Inc(AAL)COM02376R102$49.0K2,68210.7%
Cisco SYS Inc(CSCO)COM17275R102$61.0K1,09113.3%
Tidal ETF TR(XVOL)ACRUENCE ACTIVE886364744$88.0K4,128,15719.2%
Abbvie Inc(ABBV)COM00287Y109$93.0K57520.3%
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