Moulton Wealth Management as of March 31, 2023
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 15 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 31.9 | $15M | 288k | 50.34 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 30.9 | $14M | 278k | 50.47 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 11.1 | $5.1M | 51k | 99.45 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.5 | $1.6M | 8.6k | 186.28 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $1.4M | 12k | 115.35 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.9 | $1.3M | 8.4k | 155.04 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.6 | $1.2M | 11k | 107.00 | |
| Ishares Tr Us Aer Def Etf (ITA) | 2.3 | $1.1M | 9.1k | 115.66 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $971k | 13k | 73.97 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 2.0 | $914k | 46k | 19.88 | |
| Chevron Corporation (CVX) | 1.8 | $820k | 4.8k | 169.22 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $783k | 2.1k | 376.34 | |
| Ishares Tr Msci China Etf (MCHI) | 1.6 | $730k | 15k | 49.56 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $541k | 4.9k | 110.55 | |
| Costco Wholesale Corporation (COST) | 1.2 | $530k | 1.1k | 498.71 |
