Moulton Wealth Management

Moulton Wealth Management as of March 31, 2021

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 35 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 13.7 $18M 139k 130.84
Kraneshares Tr Quadrtc Int Rt (IVOL) 6.5 $8.6M 302k 28.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 6.3 $8.4M 162k 51.55
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 6.0 $8.0M 155k 51.75
Select Sector Spdr Tr Sbi Int-finl (XLF) 5.6 $7.5M 215k 34.67
Select Sector Spdr Tr Energy (XLE) 5.5 $7.2M 148k 48.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $7.0M 19k 373.29
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $7.0M 33k 211.79
Ishares Tr Tips Bd Etf (TIP) 4.9 $6.5M 52k 125.26
Select Sector Spdr Tr Sbi Int-inds (XLI) 4.6 $6.1M 61k 99.76
Select Sector Spdr Tr Sbi Materials (XLB) 4.6 $6.1M 75k 80.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.5 $6.0M 41k 144.57
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 4.3 $5.8M 142k 40.43
Select Sector Spdr Tr Communication (XLC) 4.1 $5.5M 72k 76.34
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.6 $3.5M 40k 87.25
Ishares Tr Core S&p500 Etf (IVV) 1.5 $2.0M 5.0k 407.59
Freeport-mcmoran CL B (FCX) 1.4 $1.8M 51k 35.01
Invesco SHS (IVZ) 1.3 $1.8M 68k 25.83
Tapestry (TPR) 1.3 $1.7M 40k 42.87
L Brands 1.2 $1.6M 26k 62.04
Viacomcbs CL B (PARA) 1.2 $1.6M 36k 44.35
Marathon Oil Corporation (MRO) 1.1 $1.5M 135k 11.14
Discovery Com Ser A 1.1 $1.5M 34k 43.38
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $1.1M 7.0k 161.59
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.0M 4.5k 224.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $902k 1.9k 486.25
Vanguard Index Fds Value Etf (VTV) 0.5 $646k 4.9k 133.06
Exxon Mobil Corporation (XOM) 0.5 $634k 11k 56.33
Ark Etf Tr Innovation Etf (ARKK) 0.5 $608k 4.9k 123.85
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $563k 5.4k 103.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.4 $556k 5.0k 111.58
Costco Wholesale Corporation (COST) 0.4 $491k 1.4k 360.23
Chevron Corporation (CVX) 0.4 $481k 4.6k 103.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $442k 5.2k 84.98
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $403k 5.3k 75.91