Moulton Wealth Management

Moulton Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 28 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 22.9 $31M 230k 133.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.1 $12M 31k 399.12
Ishares Tr Tips Bd Etf (TIP) 8.4 $11M 88k 127.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.3 $8.5M 58k 145.35
Select Sector Spdr Tr Technology (XLK) 5.8 $7.8M 51k 151.57
Ishares Gold Tr Ishares New (IAU) 5.0 $6.6M 199k 33.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.8 $6.4M 74k 87.41
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $5.4M 24k 225.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.0 $5.4M 35k 151.84
Spdr Gold Tr Gold Shs (GLD) 3.0 $4.0M 24k 164.59
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $3.8M 25k 155.13
Vanguard Index Fds Growth Etf (VUG) 2.7 $3.6M 12k 293.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $3.2M 8.8k 360.19
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.3 $3.1M 68k 44.93
Vanguard Index Fds Value Etf (VTV) 2.3 $3.0M 22k 136.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.2 $2.9M 22k 133.05
Select Sector Spdr Tr Financial (XLF) 2.0 $2.6M 69k 38.14
Select Sector Spdr Tr Communication (XLC) 1.8 $2.4M 29k 81.47
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.7 $2.3M 6.6k 343.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $2.2M 17k 127.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.6 $2.1M 33k 63.89
Devon Energy Corporation (DVN) 0.8 $1.1M 31k 36.80
Nucor Corporation (NUE) 0.5 $727k 7.4k 97.65
Exxon Mobil Corporation (XOM) 0.5 $706k 12k 60.90
Costco Wholesale Corporation (COST) 0.5 $613k 1.4k 448.10
Bath &#38 Body Works In (BBWI) 0.4 $556k 8.7k 63.98
Chevron Corporation (CVX) 0.4 $485k 4.6k 104.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $400k 4.7k 85.51