Moulton Wealth Management as of Sept. 30, 2022
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 35.1 | $5.6M | 58k | 95.98 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 14.4 | $2.3M | 22k | 102.45 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.3 | $1.5M | 4.5k | 328.33 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.6 | $1.4M | 19k | 71.35 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $1.1M | 8.5k | 135.11 | |
| Exxon Mobil Corporation (XOM) | 6.6 | $1.1M | 12k | 87.33 | |
| Ishares Tr Tips Bd Etf (TIP) | 5.0 | $795k | 7.6k | 104.85 | |
| Chevron Corporation (CVX) | 4.4 | $696k | 4.8k | 143.62 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.4 | $538k | 3.5k | 154.64 | |
| Costco Wholesale Corporation (COST) | 3.1 | $500k | 1.1k | 472.14 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $449k | 7.7k | 58.30 |
