Magnolia Wealth Management as of March 31, 2022
Portfolio Holdings for Magnolia Wealth Management
Magnolia Wealth Management holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 33.6 | $32M | 140k | 227.67 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 20.6 | $20M | 387k | 50.52 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 19.0 | $18M | 359k | 50.27 | |
| Ishares Tr Core Msci Total (IXUS) | 9.3 | $8.8M | 132k | 66.58 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 6.8 | $6.4M | 60k | 108.37 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $5.2M | 48k | 107.88 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 4.3 | $4.1M | 9.8k | 416.43 | |
| Apple (AAPL) | 0.3 | $292k | 1.7k | 174.85 | |
| UnitedHealth (UNH) | 0.3 | $280k | 550.00 | 509.09 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $280k | 3.5k | 79.48 | |
| Microsoft Corporation (MSFT) | 0.2 | $219k | 709.00 | 308.89 |
