Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $131,155,981 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 35,515 | $18,251,556 | 13.92% | |
| 2. | Wisdomtree Tr | 345,079 | $17,367,833 | 13.24% | |
| 3. | Ishares Tr | 334,125 | $16,926,757 | 12.91% | |
| 4. | Ishares Tr - FLTG RATE NT ETF | 213,726 | $10,910,694 | 8.32% | |
| 5. | Spdr Ser Tr | 88,642 | $8,131,134 | 6.2% |
