Magnolia Wealth Management as of June 30, 2022
Portfolio Holdings for Magnolia Wealth Management
Magnolia Wealth Management holds 9 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 |
---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 31.4 | $28M | 147k | 188.62 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 22.5 | $20M | 398k | 49.92 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 20.9 | $19M | 369k | 50.09 | |
Ishares Tr Core Msci Total (IXUS) | 9.1 | $8.0M | 141k | 57.03 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 6.4 | $5.6M | 62k | 91.11 | |
Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $4.6M | 50k | 92.41 | |
Vanguard World Fds Inf Tech Etf (VGT) | 3.8 | $3.4M | 10k | 326.54 | |
UnitedHealth (UNH) | 0.3 | $282k | 550.00 | 512.73 | |
Apple (AAPL) | 0.3 | $228k | 1.7k | 136.53 |