Magnolia Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Magnolia Wealth Management
Magnolia Wealth Management holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 32.6 | $30M | 157k | 191.19 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 19.0 | $18M | 303k | 57.82 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 11.6 | $11M | 149k | 71.84 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 10.6 | $9.8M | 196k | 50.13 | |
| Ishares Tr Core Msci Total (IXUS) | 9.9 | $9.2M | 158k | 57.88 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 6.1 | $5.6M | 68k | 82.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.6 | $5.1M | 54k | 94.64 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 4.0 | $3.7M | 12k | 319.40 | |
| UnitedHealth (UNH) | 0.3 | $292k | 550.00 | 530.18 | |
| Apple (AAPL) | 0.2 | $217k | 1.7k | 129.93 |
