Moulton Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 35.4 | $10M | 206k | 50.32 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 22.3 | $6.5M | 129k | 50.45 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 9.6 | $2.8M | 28k | 98.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.6 | $1.6M | 4.5k | 361.02 | |
| Exxon Mobil Corporation (XOM) | 4.6 | $1.3M | 12k | 110.42 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 4.5 | $1.3M | 8.4k | 155.25 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.0 | $1.2M | 11k | 104.88 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $969k | 13k | 73.50 | |
| Simplify Exchange Traded Fun Simplify Interst (PFIX) | 3.2 | $936k | 15k | 62.89 | |
| Chevron Corporation (CVX) | 2.9 | $852k | 4.8k | 175.91 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.8 | $541k | 5.0k | 107.89 | |
| Costco Wholesale Corporation (COST) | 1.7 | $510k | 1.1k | 481.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $298k | 1.7k | 174.28 |
