Moulton Wealth Management as of June 30, 2023
Portfolio Holdings for Moulton Wealth Management
Moulton Wealth Management holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 33.1 | $19M | 372k | 50.32 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 32.3 | $18M | 361k | 50.67 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 8.6 | $4.8M | 50k | 96.60 | |
| Ishares Gold Tr Ishares New (IAU) | 4.6 | $2.6M | 71k | 36.39 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 3.5 | $2.0M | 103k | 19.04 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $1.5M | 8.3k | 178.27 | |
| Exxon Mobil Corporation (XOM) | 2.4 | $1.3M | 12k | 107.25 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $1.3M | 8.2k | 162.43 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.0 | $1.1M | 11k | 102.94 | |
| Ishares Tr Us Aer Def Etf (ITA) | 1.9 | $1.1M | 9.0k | 116.67 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.6 | $930k | 13k | 72.69 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $822k | 2.0k | 407.30 | |
| Chevron Corporation (CVX) | 1.3 | $763k | 4.8k | 157.35 | |
| Costco Wholesale Corporation (COST) | 1.0 | $573k | 1.1k | 538.43 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $518k | 4.8k | 107.61 | |
| Meritage Homes Corporation (MTH) | 0.4 | $214k | 1.5k | 142.26 | |
| Sirius Xm Holdings (SIRI) | 0.1 | $46k | 10k | 4.53 |
