Moulton Wealth Management

Moulton Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 21 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 25.1 $31M 231k 135.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 13.3 $17M 125k 131.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.5 $11M 30k 348.12
Ishares Gold Trust Ishares 6.6 $8.2M 466k 17.58
Ishares Tr Iboxx Hi Yd Etf (HYG) 5.2 $6.5M 75k 86.89
Ishares Tr Core S&p500 Etf (IVV) 4.6 $5.7M 15k 380.12
Ishares Tr Tips Bd Etf (TIP) 4.2 $5.2M 41k 126.53
Select Sector Spdr Tr Sbi Materials (XLB) 4.2 $5.2M 68k 76.51
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 4.1 $5.1M 77k 66.34
Select Sector Spdr Tr Sbi Int-inds (XLI) 4.1 $5.0M 56k 89.58
Select Sector Spdr Tr Technology (XLK) 3.9 $4.9M 38k 129.67
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $4.7M 24k 198.07
Select Sector Spdr Tr Energy (XLE) 3.7 $4.7M 111k 42.07
Select Sector Spdr Tr Sbi Int-finl (XLF) 3.7 $4.6M 148k 31.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $2.4M 16k 151.09
Ishares Tr Barclays 7 10 Yr (IEF) 1.4 $1.7M 15k 118.03
Exxon Mobil Corporation (XOM) 0.4 $520k 11k 46.86
Costco Wholesale Corporation (COST) 0.4 $495k 1.4k 363.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $441k 5.1k 87.12
Chevron Corporation (CVX) 0.3 $431k 4.7k 91.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $209k 665.00 314.29