Moulton Wealth Management

Moulton Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 29.1 $20M 393k 50.39
Ishares Tr TRS FLT RT BD (TFLO) 28.5 $19M 383k 50.59
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 19.9 $14M 148k 91.55
Select Sector Spdr Tr Energy (XLE) 3.0 $2.1M 24k 87.51
Ishares Gold Tr Ishares New (IAU) 2.9 $2.0M 56k 35.40
Goldman Sachs Physical Gold Unit (AAAU) 2.2 $1.5M 79k 18.52
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.2 $1.5M 101k 14.53
Exxon Mobil Corporation (XOM) 1.9 $1.3M 12k 106.28
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $1.2M 7.9k 156.30
Spdr Gold Tr Gold Shs (GLD) 1.6 $1.1M 6.2k 173.40
Chevron Corporation (CVX) 1.2 $787k 4.8k 162.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $781k 2.0k 399.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $687k 7.8k 87.69
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.0 $667k 7.3k 91.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $629k 9.0k 69.60
Agf Invts Tr Us Market Netrl (BTAL) 0.7 $462k 23k 19.97
Ishares Tr Tips Bd Etf (TIP) 0.5 $358k 3.5k 103.40
Costco Wholesale Corporation (COST) 0.4 $238k 425.00 560.67