Moulton Wealth Management

Moulton Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 20 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 26.0 $20M 403k 50.30
Ishares Tr TRS FLT RT BD (TFLO) 25.4 $20M 391k 50.52
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 17.5 $14M 149k 91.49
Ishares Tr 7-10 Yr Trsy Bd (IEF) 7.1 $5.6M 58k 95.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.8 $5.3M 55k 96.87
Ishares Gold Tr Ishares New (IAU) 4.5 $3.5M 92k 38.40
Goldman Sachs Physical Gold Unit (AAAU) 2.0 $1.6M 79k 20.10
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $1.3M 7.9k 169.41
Exxon Mobil Corporation (XOM) 1.6 $1.2M 13k 99.77
Spdr Gold Tr Gold Shs (GLD) 1.5 $1.2M 6.2k 187.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $864k 2.0k 435.67
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $739k 9.0k 81.95
Chevron Corporation (CVX) 0.9 $711k 4.8k 146.70
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $657k 9.0k 73.05
Ishares Tr Tips Bd Etf (TIP) 0.5 $369k 3.4k 106.99
Costco Wholesale Corporation (COST) 0.4 $282k 425.00 662.37
Meritage Homes Corporation (MTH) 0.3 $255k 1.5k 168.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $232k 489.00 474.12
Ishares Tr Core S&p500 Etf (IVV) 0.3 $201k 421.00 476.70
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.2 $155k 12k 13.36