13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q1 2023 · Filed January 11, 2023 · Accession 0001754960-23-000012
Total Value
$29.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 205,636 | $10.3M | 35.42% |
| 2 | ISHARES TR | 46434V860 | 129,241 | $6.5M | 22.31% |
| 3 | ISHARES TR | 464287440 | 28,391 | $2.8M | 9.56% |
| 4 | VANGUARD INDEX FDS | 922908363 | 4,494 | $1.6M | 5.55% |
| 5 | EXXON MOBIL CORP | XOM | 12,198 | $1.3M | 4.61% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 8,425 | $1.3M | 4.48% |
| 7 | ISHARES TR | 464287432 | 11,200 | $1.2M | 4.02% |
| 8 | VANGUARD BD INDEX FDS | 921937835 | 13,178 | $968,598 | 3.31% |
| 9 | SIMPLIFY EXCHANGE TRADED FUN | 82889N855 | 14,890 | $936,432 | 3.20% |
| 10 | CHEVRON CORP NEW | CVX | 4,846 | $852,444 | 2.92% |
| 11 | ISHARES TR | 464287176 | 5,010 | $540,535 | 1.85% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 1,060 | $510,244 | 1.75% |
| 13 | SPDR GOLD TR | GLD | 1,707 | $297,494 | 1.02% |