Moulton Wealth Management

Moulton Wealth Management as of June 30, 2022

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 7-10 Yr Trsy Bd (IEF) 29.7 $29M 268k 106.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 21.4 $21M 155k 132.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.3 $8.0M 101k 79.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.5 $7.2M 17k 416.34
Ishares Gold Tr Ishares New (IAU) 6.0 $5.8M 159k 36.54
Ishares Tr Tips Bd Etf (TIP) 5.4 $5.2M 42k 123.10
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.3 $5.1M 62k 83.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.7 $3.5M 29k 121.10
Spdr Gold Tr Gold Shs (GLD) 3.6 $3.5M 19k 179.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $1.6M 9.8k 158.26
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $1.5M 9.4k 162.73
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.5 $1.4M 4.1k 347.94
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $1.3M 5.5k 228.59
Exxon Mobil Corporation (XOM) 1.1 $1.0M 12k 83.14
Chevron Corporation (CVX) 0.9 $854k 5.2k 164.14
Costco Wholesale Corporation (COST) 0.8 $790k 1.4k 575.80
Ishares Tr Core S&p500 Etf (IVV) 0.2 $205k 450.00 455.56