$15.9 Million is the total value of MOULTON WEALTH MANAGEMENT, INC's 11 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 47.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $5,587,000 | -80.4% | 58,207 | -78.2% | 35.13% | +18.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,286,000 | -88.9% | 22,314 | -85.6% | 14.37% | -32.8% |
| VOO | Sell | VANGUARD INDEX FDS | $1,487,000 | -79.4% | 4,529 | -73.9% | 9.35% | +24.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,363,000 | -82.9% | 19,103 | -81.1% | 8.57% | +3.1% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,148,000 | -25.0% | 8,497 | -9.7% | 7.22% | +352.8% |
| XOM | Sell | EXXON MOBIL CORP | $1,056,000 | +4.1% | 12,092 | -0.9% | 6.64% | +528.7% |
| TIP | Sell | ISHARES TRtips bd etf | $795,000 | -84.6% | 7,582 | -82.0% | 5.00% | -7.3% |
| CVX | Sell | CHEVRON CORP NEW | $696,000 | -18.5% | 4,846 | -6.9% | 4.38% | +392.2% |
| GLD | Sell | SPDR GOLD TR | $538,000 | -84.5% | 3,479 | -82.0% | 3.38% | -6.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $500,000 | -36.7% | 1,059 | -22.8% | 3.14% | +282.5% |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $449,000 | – | 7,701 | +100.0% | 2.82% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -450 | -100.0% | -0.21% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -5,534 | -100.0% | -1.32% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -4,107 | -100.0% | -1.49% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -9,794 | -100.0% | -1.61% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -29,307 | -100.0% | -3.70% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -61,574 | -100.0% | -5.33% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -158,777 | -100.0% | -6.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
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.