| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 19 | Q2 2024 | 6.6% |
| CHEVRON CORP NEW | 19 | Q2 2024 | 4.4% |
| COSTCO WHSL CORP NEW | 19 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 10.2% |
| VANGUARD BD INDEX FDS | 17 | Q4 2023 | 28.9% |
| ISHARES TR | 17 | Q4 2023 | 10.9% |
| ISHARES TR | 16 | Q1 2024 | 21.4% |
| SPDR GOLD TRUST | 14 | Q2 2024 | 3.6% |
| ISHARES TR | 13 | Q1 2024 | 35.1% |
| VANGUARD SPECIALIZED FUNDS | 13 | Q2 2024 | 7.2% |
View MOULTON WEALTH MANAGEMENT, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-14 |
View MOULTON WEALTH MANAGEMENT, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.