Moulton Wealth Management

Moulton Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 27 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Bond Market ETF (BND) 28.9 $35M 415k 84.27
Invesco Qqq Trust Series 1 (QQQ) 7.6 $9.2M 43k 214.19
iShares Barclays 20+ Yr Treas.Bond (TLT) 6.7 $8.1M 59k 139.11
Vanguard Total Stock Market ETF (VTI) 6.3 $7.7M 47k 163.92
iShares Gold Trust 6.1 $7.4M 498k 14.81
Utilities SPDR (XLU) 6.1 $7.4M 115k 63.94
Energy Select Sector SPDR (XLE) 5.6 $6.7M 112k 60.40
SPDR Dow Jones Industrial Average ETF (DIA) 4.8 $5.8M 20k 286.34
Vanguard REIT ETF (VNQ) 4.7 $5.6M 61k 92.26
iShares Barclays TIPS Bond Fund (TIP) 3.8 $4.6M 39k 117.67
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.0 $3.6M 43k 84.74
Ishares Tr cmn (GOVT) 2.8 $3.4M 131k 26.12
Invesco S&p 500 Low Volatility Etf (SPLV) 2.8 $3.4M 58k 58.02
iShares Lehman Aggregate Bond (AGG) 2.7 $3.2M 29k 113.02
Vanguard Europe Pacific ETF (VEA) 2.6 $3.1M 71k 43.89
Exxon Mobil Corporation (XOM) 0.8 $1.0M 14k 70.36
iShares S&P 500 Index (IVV) 0.8 $975k 3.0k 323.71
Microsoft Corporation (MSFT) 0.6 $725k 4.6k 158.68
Chevron Corporation (CVX) 0.6 $704k 5.8k 121.05
iShares Dow Jones US Real Estate (IYR) 0.5 $644k 7.0k 92.66
Vanguard S&p 500 Etf idx (VOO) 0.4 $515k 1.7k 296.32
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.4 $458k 11k 42.20
Spdr Series Trust dj ttl mkt etf (SPTM) 0.4 $430k 11k 39.95
Costco Wholesale Corporation (COST) 0.3 $399k 1.4k 291.45
SPDR Gold Trust (GLD) 0.3 $337k 2.3k 145.70
iShares Russell 1000 Growth Index (IWF) 0.2 $297k 1.7k 176.79
Johnson & Johnson (JNJ) 0.2 $228k 1.6k 144.49