Moulton Wealth Management as of March 31, 2020
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 12 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 34.4 | $21M | 243k | 86.62 | |
| iShares Lehman Short Treasury Bond (SHV) | 25.4 | $16M | 140k | 110.90 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 9.4 | $5.7M | 35k | 165.39 | |
| Ishares Tr cmn (GOVT) | 9.1 | $5.6M | 200k | 27.94 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 7.1 | $4.4M | 36k | 120.97 | |
| iShares Gold Trust | 5.9 | $3.6M | 226k | 16.09 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 4.8 | $2.9M | 32k | 91.53 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $572k | 13k | 43.16 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.9 | $559k | 4.6k | 121.50 | |
| Vanguard Total Bond Market ETF (BND) | 0.7 | $432k | 4.9k | 87.56 | |
| Costco Wholesale Corporation (COST) | 0.7 | $395k | 1.3k | 299.92 | |
| Chevron Corporation (CVX) | 0.7 | $397k | 4.7k | 84.40 |
