Moulton Wealth Management

Moulton Wealth Management as of June 30, 2021

Portfolio Holdings for Moulton Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 9.8 $13M 100k 134.36
Ishares Gold Tr Ishares 8.3 $11M 336k 33.71
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.2 $11M 214k 52.41
Kraneshares Tr Quadrtc Int Rt (IVOL) 7.8 $11M 386k 27.62
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 6.2 $8.4M 163k 51.83
Ishares Tr Tips Bd Etf (TIP) 5.2 $7.1M 56k 128.02
Select Sector Spdr Tr Financial (XLF) 5.0 $6.9M 187k 36.69
Select Sector Spdr Tr Sbi Materials (XLB) 4.6 $6.3M 77k 82.31
Select Sector Spdr Tr Energy (XLE) 4.0 $5.5M 102k 53.87
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 3.9 $5.4M 121k 44.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $5.3M 14k 393.52
Select Sector Spdr Tr Sbi Int-inds (XLI) 3.7 $5.1M 50k 102.41
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $5.1M 23k 222.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.5 $4.9M 32k 150.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.4 $4.6M 66k 69.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.2 $4.3M 49k 88.04
L Brands 1.4 $1.9M 26k 72.05
Freeport-mcmoran CL B (FCX) 1.4 $1.9M 50k 37.12
Marathon Oil Corporation (MRO) 1.3 $1.8M 133k 13.62
Devon Energy Corporation (DVN) 1.3 $1.8M 61k 29.18
Tapestry (TPR) 1.3 $1.8M 41k 43.47
Nucor Corporation (NUE) 1.2 $1.7M 18k 95.91
Capital One Financial (COF) 1.2 $1.7M 11k 154.72
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.2M 8.1k 154.79
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.2M 7.3k 165.85
Vanguard Index Fds Value Etf (VTV) 0.9 $1.2M 8.7k 137.46
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $757k 6.6k 115.01
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $745k 7.1k 105.33
Exxon Mobil Corporation (XOM) 0.5 $720k 11k 63.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $714k 2.1k 344.76
Costco Wholesale Corporation (COST) 0.4 $540k 1.4k 395.31
Chevron Corporation (CVX) 0.4 $487k 4.6k 104.82
Ishares Tr Core S&p500 Etf (IVV) 0.3 $452k 1.1k 429.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $427k 5.0k 85.88
Ark Etf Tr Innovation Etf (ARKK) 0.3 $390k 3.0k 130.87