$137 Million is the total value of MOULTON WEALTH MANAGEMENT, INC's 29 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,440,000 | – | 11,667 | +100.0% | 1.78% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $942,000 | – | 10,393 | +100.0% | 0.69% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $362,000 | – | 4,653 | +100.0% | 0.26% | – |
| KRBN | New | KRANESHARES TRglobal carb stra | $229,000 | – | 4,312 | +100.0% | 0.17% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $215,000 | – | 448 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 28.9% |
| ISHARES TR | 16 | Q3 2023 | 10.9% |
| EXXON MOBIL CORP | 16 | Q3 2023 | 6.6% |
| CHEVRON CORP NEW | 16 | Q3 2023 | 4.4% |
| COSTCO WHSL CORP NEW | 16 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 9.6% |
| ISHARES TR | 14 | Q3 2023 | 21.4% |
| ISHARES TR | 11 | Q3 2023 | 35.1% |
| SPDR GOLD TRUST | 11 | Q3 2023 | 3.6% |
| VANGUARD SPECIALIZED FUNDS | 10 | Q3 2023 | 7.2% |
View MOULTON WEALTH MANAGEMENT, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-12 |
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.