Magnolia Wealth Management

Magnolia Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Magnolia Wealth Management

Magnolia Wealth Management holds 13 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
Vanguard Index Fds Total Stk Mkt (VTI) 28.2 $28M 114k 241.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 24.3 $24M 281k 84.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.5 $9.3M 114k 81.26
Ishares Tr Core Msci Total (IXUS) 9.0 $8.8M 124k 70.94
Vanguard Index Fds Real Estate Etf (VNQ) 6.5 $6.3M 54k 116.01
Ishares Tr Blackrock Ultra (ICSH) 5.6 $5.4M 108k 50.39
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $5.3M 46k 114.51
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $4.5M 41k 112.11
Vanguard World Fds Inf Tech Etf (VGT) 4.3 $4.2M 9.2k 458.18
Ishares Tr Tips Bd Etf (TIP) 1.7 $1.6M 13k 129.20
Apple (AAPL) 0.3 $297k 1.7k 177.84
UnitedHealth (UNH) 0.3 $276k 550.00 501.82
Microsoft Corporation (MSFT) 0.2 $238k 709.00 335.68