Moulton Wealth Management

Moulton Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 29 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 23.5 $32M 245k 131.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.6 $13M 30k 438.92
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.5 $13M 91k 143.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.3 $13M 152k 84.10
Select Sector Spdr Tr Technology (XLK) 5.7 $7.8M 45k 173.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $6.4M 39k 164.29
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $6.3M 26k 242.30
Ishares Tr Tips Bd Etf (TIP) 4.1 $5.5M 43k 127.90
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $5.2M 30k 172.34
Ishares Gold Tr Ishares New (IAU) 3.5 $4.8M 140k 34.52
Vanguard Index Fds Growth Etf (VUG) 2.8 $3.8M 12k 317.88
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.5 $3.5M 68k 51.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $3.4M 23k 144.89
Vanguard Index Fds Value Etf (VTV) 2.4 $3.2M 22k 149.68
Spdr Gold Tr Gold Shs (GLD) 2.1 $2.8M 17k 169.56
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.8 $2.4M 12k 209.14
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.7 $2.4M 6.4k 368.38
Select Sector Spdr Tr Financial (XLF) 1.3 $1.8M 44k 40.61
Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $942k 10k 90.64
Nucor Corporation (NUE) 0.6 $857k 7.4k 116.54
Costco Wholesale Corporation (COST) 0.6 $829k 1.5k 563.95
Exxon Mobil Corporation (XOM) 0.6 $796k 12k 65.94
Chevron Corporation (CVX) 0.5 $633k 5.2k 121.73
Bath &#38 Body Works In (BBWI) 0.4 $604k 8.6k 70.49
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $426k 6.0k 70.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $388k 2.8k 137.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $362k 4.7k 77.80
Kraneshares Tr Global Carb Stra (KRBN) 0.2 $229k 4.3k 53.11
Ishares Tr Core S&p500 Etf (IVV) 0.2 $215k 448.00 479.91