Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $137,488,934 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 165,096 | $12,933,629 | 9.41% | |
| 2. | Wisdomtree Tr | 206,829 | $10,397,294 | 7.56% | |
| 3. | Ishares Tr | 205,004 | $10,371,145 | 7.54% | |
| 4. | Spdr Series Trust | 383,449 | $9,816,284 | 7.14% | |
| 5. | Ishares Tr - FLTG RATE NT ETF | 190,557 | $9,734,606 | 7.08% |