Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $146,894,843 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 461,402 | $23,305,419 | 15.87% | |
| 2. | Wisdomtree Tr | 455,153 | $22,926,041 | 15.61% | |
| 3. | Ishares Tr - FLTG RATE NT ETF | 196,477 | $9,966,295 | 6.78% | |
| 4. | Proshares Tr - SHORT S&P 500 NE | 202,391 | $7,632,147 | 5.2% | |
| 5. | Spdr Series Trust | 91,466 | $7,043,827 | 4.8% |