Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $105,514,062 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 143,653 | $11,548,244 | 10.94% | |
| 2. | Spdr Series Trust | 396,498 | $10,039,324 | 9.51% | |
| 3. | Ishares Tr | 184,615 | $9,319,368 | 8.83% | |
| 4. | Vanguard Index Fds | 26,996 | $9,078,990 | 8.6% | |
| 5. | Spdr Series Trust | 198,524 | $8,199,022 | 7.77% |