13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q2 2023 · Filed April 13, 2023 · Accession 0001754960-23-000096
Total Value
$45.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 287,684 | $14.5M | 31.86% |
| 2 | ISHARES TR | 46434V860 | 278,220 | $14.0M | 30.90% |
| 3 | ISHARES TR | 464287440 | 50,868 | $5.1M | 11.13% |
| 4 | SPDR GOLD TR | GLD | 8,627 | $1.6M | 3.54% |
| 5 | EXXON MOBIL CORP | XOM | 12,299 | $1.4M | 3.12% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 8,377 | $1.3M | 2.86% |
| 7 | ISHARES TR | 464287432 | 11,229 | $1.2M | 2.64% |
| 8 | ISHARES TR | 464288760 | 9,088 | $1.1M | 2.31% |
| 9 | VANGUARD BD INDEX FDS | 921937835 | 13,124 | $970,803 | 2.14% |
| 10 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 45,960 | $913,456 | 2.01% |
| 11 | CHEVRON CORP NEW | CVX | 4,846 | $820,025 | 1.80% |
| 12 | VANGUARD INDEX FDS | 922908363 | 2,081 | $783,166 | 1.72% |
| 13 | ISHARES TR | 46429B671 | 14,738 | $730,415 | 1.61% |
| 14 | ISHARES TR | 464287176 | 4,896 | $541,244 | 1.19% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 1,062 | $529,633 | 1.17% |