13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q3 2023 · Filed July 13, 2023 · Accession 0001754960-23-000188
Total Value
$56.5M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 371,735 | $18.7M | 33.10% |
| 2 | ISHARES TR | 46434V860 | 360,481 | $18.3M | 32.32% |
| 3 | ISHARES TR | 464287440 | 50,034 | $4.8M | 8.55% |
| 4 | ISHARES GOLD TR | IAU | 70,673 | $2.6M | 4.55% |
| 5 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 103,257 | $2.0M | 3.48% |
| 6 | SPDR GOLD TR | GLD | 8,296 | $1.5M | 2.62% |
| 7 | EXXON MOBIL CORP | XOM | 12,402 | $1.3M | 2.35% |
| 8 | VANGUARD SPECIALIZED FUNDS | 921908844 | 8,160 | $1.3M | 2.35% |
| 9 | ISHARES TR | 464287432 | 10,960 | $1.1M | 2.00% |
| 10 | ISHARES TR | 464288760 | 9,005 | $1.1M | 1.86% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 12,799 | $930,336 | 1.65% |
| 12 | VANGUARD INDEX FDS | 922908363 | 2,017 | $821,532 | 1.45% |
| 13 | CHEVRON CORP NEW | CVX | 4,846 | $762,504 | 1.35% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 1,064 | $572,894 | 1.01% |
| 15 | ISHARES TR | 464287176 | 4,809 | $517,497 | 0.92% |
| 16 | MERITAGE HOMES CORP | MTH | 1,503 | $213,812 | 0.38% |
| 17 | SIRIUS XM HOLDINGS INC | SIRI | 10,069 | $45,612 | 0.08% |