Moulton Wealth Management as of Sept. 30, 2020
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 15 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 23.0 | $21M | 243k | 86.44 | |
| Ishares Tr Short Treas Bd (SHV) | 17.0 | $16M | 140k | 110.70 | |
| Ishares Tr Tips Bd Etf (TIP) | 10.9 | $10M | 79k | 126.33 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 10.4 | $9.5M | 59k | 160.60 | |
| Ishares Gold Trust Ishares | 10.1 | $9.2M | 503k | 18.36 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.2 | $7.5M | 23k | 323.75 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 6.2 | $5.6M | 203k | 27.78 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 4.9 | $4.5M | 37k | 121.15 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 3.8 | $3.5M | 54k | 63.89 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 3.3 | $3.0M | 33k | 91.53 | |
| Costco Wholesale Corporation (COST) | 0.5 | $498k | 1.3k | 376.70 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $439k | 5.0k | 87.99 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $377k | 11k | 34.64 | |
| Chevron Corporation (CVX) | 0.4 | $350k | 4.7k | 74.40 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $264k | 1.5k | 180.70 |
