Magnolia Wealth Management as of Dec. 31, 2021
Portfolio Holdings for Magnolia Wealth Management
Magnolia Wealth Management holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 28.2 | $28M | 114k | 241.44 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 24.3 | $24M | 281k | 84.75 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 9.5 | $9.3M | 114k | 81.26 | |
Ishares Tr Core Msci Total (IXUS) | 9.0 | $8.8M | 124k | 70.94 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 6.5 | $6.3M | 54k | 116.01 | |
Ishares Tr Blackrock Ultra (ICSH) | 5.6 | $5.4M | 108k | 50.39 | |
Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $5.3M | 46k | 114.51 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 4.7 | $4.5M | 41k | 112.11 | |
Vanguard World Fds Inf Tech Etf (VGT) | 4.3 | $4.2M | 9.2k | 458.18 | |
Ishares Tr Tips Bd Etf (TIP) | 1.7 | $1.6M | 13k | 129.20 | |
Apple (AAPL) | 0.3 | $297k | 1.7k | 177.84 | |
UnitedHealth (UNH) | 0.3 | $276k | 550.00 | 501.82 | |
Microsoft Corporation (MSFT) | 0.2 | $238k | 709.00 | 335.68 |