Magnolia Wealth Management as of Dec. 31, 2023
Portfolio Holdings for Magnolia Wealth Management
Magnolia Wealth Management holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 36.3 | $42M | 179k | 237.22 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 23.9 | $28M | 379k | 73.55 | |
| Ishares Tr Core Msci Total (IXUS) | 10.0 | $12M | 180k | 64.93 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 8.2 | $9.6M | 191k | 50.23 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 7.0 | $8.2M | 17k | 484.01 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 6.9 | $8.0M | 91k | 88.36 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 6.2 | $7.2M | 67k | 108.25 | |
| Apple (AAPL) | 0.8 | $888k | 4.6k | 192.54 | |
| Microsoft Corporation (MSFT) | 0.3 | $400k | 1.1k | 376.20 | |
| UnitedHealth (UNH) | 0.2 | $290k | 550.00 | 526.47 | |
| Southern Company (SO) | 0.2 | $212k | 3.0k | 70.12 |
