Moulton Wealth Management as of June 30, 2020
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 14 positions in its portfolio as reported in the June 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) | 26.6 | $21M | 243k | 86.56 | |
| iShares Lehman Short Treasury Bond (SHV) | 19.6 | $16M | 141k | 110.72 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 10.0 | $7.9M | 48k | 163.58 | |
| Vanguard S&p 500 Etf idx (VOO) | 8.2 | $6.5M | 23k | 286.83 | |
| iShares Barclays TIPS Bond Fund (TIP) | 7.9 | $6.2M | 51k | 123.43 | |
| Ishares Tr cmn (GOVT) | 7.2 | $5.7M | 202k | 28.05 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 5.7 | $4.5M | 37k | 121.72 | |
| iShares Gold Trust | 4.9 | $3.9M | 229k | 16.96 | |
| Utilities SPDR (XLU) | 3.9 | $3.1M | 54k | 57.91 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 3.8 | $3.0M | 33k | 91.53 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $469k | 11k | 44.09 | |
| Vanguard Total Bond Market ETF (BND) | 0.6 | $438k | 5.0k | 88.41 | |
| Chevron Corporation (CVX) | 0.5 | $415k | 4.7k | 88.22 | |
| Costco Wholesale Corporation (COST) | 0.5 | $403k | 1.3k | 305.30 |
