| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -425 | -100.0% | -0.35% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,457 | -100.0% | -0.53% | – |
| BTAL | Exit | AGF INVTS TRus market netrl | $0 | – | -23,138 | -100.0% | -0.68% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -9,036 | -100.0% | -0.93% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -7,301 | -100.0% | -0.98% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -7,834 | -100.0% | -1.01% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,954 | -100.0% | -1.15% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,846 | -100.0% | -1.16% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -6,160 | -100.0% | -1.57% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -7,853 | -100.0% | -1.81% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -12,402 | -100.0% | -1.94% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -100,735 | -100.0% | -2.16% | – |
| AAAU | Exit | GOLDMAN SACHS PHYSICAL GOLDunit | $0 | – | -79,060 | -100.0% | -2.16% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -56,184 | -100.0% | -2.93% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -23,627 | -100.0% | -3.04% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -147,898 | -100.0% | -19.94% | – |
| TFLO | Exit | ISHARES TRtrs flt rt bd | $0 | – | -383,250 | -100.0% | -28.55% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -392,611 | -100.0% | -29.13% | – |
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.