Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $132,257,900 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 186,043 | $13,687,180 | 10.35% | |
| 2. | Vanguard Index Fds | 36,415 | $11,216,777 | 8.48% | |
| 3. | Spdr Series Trust | 440,775 | $11,195,691 | 8.47% | |
| 4. | Wisdomtree Tr | 221,655 | $11,155,908 | 8.43% | |
| 5. | Ishares Tr | 220,510 | $11,133,546 | 8.42% |
