13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q4 2023 · Filed October 11, 2023 · Accession 0001754960-23-000271
Total Value
$67.9M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 392,611 | $19.8M | 29.13% |
| 2 | ISHARES TR | 46434V860 | 383,250 | $19.4M | 28.55% |
| 3 | SPDR SER TR | 78468R663 | 147,898 | $13.5M | 19.94% |
| 4 | SELECT SECTOR SPDR TR | 81369Y506 | 23,627 | $2.1M | 3.04% |
| 5 | ISHARES GOLD TR | IAU | 56,184 | $2.0M | 2.93% |
| 6 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 79,060 | $1.5M | 2.16% |
| 7 | INVESCO ACTVELY MNGD ETC FD | IVZ | 100,735 | $1.5M | 2.16% |
| 8 | EXXON MOBIL CORP | XOM | 12,402 | $1.3M | 1.94% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 7,853 | $1.2M | 1.81% |
| 10 | SPDR GOLD TR | GLD | 6,160 | $1.1M | 1.57% |
| 11 | CHEVRON CORP NEW | CVX | 4,846 | $786,607 | 1.16% |
| 12 | VANGUARD INDEX FDS | 922908363 | 1,954 | $780,529 | 1.15% |
| 13 | ISHARES TR | 464287432 | 7,834 | $686,953 | 1.01% |
| 14 | ISHARES TR | 464287440 | 7,301 | $666,834 | 0.98% |
| 15 | VANGUARD BD INDEX FDS | 921937835 | 9,036 | $628,872 | 0.93% |
| 16 | AGF INVTS TR | 00110G408 | 23,138 | $461,974 | 0.68% |
| 17 | ISHARES TR | 464287176 | 3,457 | $357,467 | 0.53% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 425 | $238,286 | 0.35% |