$45.4 Million is the total value of MOULTON WEALTH MANAGEMENT, INC's 15 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | WISDOMTREE TRfloatng rat trea | $14,482,012 | +39.9% | 287,684 | +39.9% | 31.86% | -10.0% | |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $14,041,755 | +115.4% | 278,220 | +115.3% | 30.90% | +38.5% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $5,058,810 | +81.1% | 50,868 | +79.2% | 11.13% | +16.5% |
| GLD | Buy | SPDR GOLD TR | $1,607,017 | +440.2% | 8,627 | +405.4% | 3.54% | +247.3% |
| XOM | Buy | EXXON MOBIL CORP | $1,418,654 | +5.3% | 12,299 | +0.8% | 3.12% | -32.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,298,770 | -0.7% | 8,377 | -0.6% | 2.86% | -36.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,201,485 | +2.3% | 11,229 | +0.3% | 2.64% | -34.2% |
| ITA | New | ISHARES TRus aer def etf | $1,051,081 | – | 9,088 | +100.0% | 2.31% | – |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $970,803 | +0.2% | 13,124 | -0.4% | 2.14% | -35.6% |
| AAAU | New | GOLDMAN SACHS PHYSICAL GOLDunit | $913,456 | – | 45,960 | +100.0% | 2.01% | – |
| CVX | CHEVRON CORP NEW | $820,025 | -3.8% | 4,846 | 0.0% | 1.80% | -38.2% | |
| VOO | Sell | VANGUARD INDEX FDS | $783,166 | -51.7% | 2,081 | -53.7% | 1.72% | -69.0% |
| MCHI | New | ISHARES TRmsci china etf | $730,415 | – | 14,738 | +100.0% | 1.61% | – |
| TIP | Sell | ISHARES TRtips bd etf | $541,244 | +0.1% | 4,896 | -2.3% | 1.19% | -35.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $529,633 | +3.8% | 1,062 | +0.2% | 1.16% | -33.3% |
| PFIX | Exit | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $0 | – | -14,890 | -100.0% | -3.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
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.