Instuitional Investor - Moulton Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Moulton Wealth Management, Inc |
| Portfolio Value | $130,215,797 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 34,637 | $18,662,759 | 14.33% | |
| 2. | Wisdomtree Tr | 288,932 | $14,539,061 | 11.16% | |
| 3. | Ishares Tr | 285,872 | $14,427,954 | 11.08% | |
| 4. | Spdr Ser Tr | 115,973 | $10,603,379 | 8.14% | |
| 5. | Vanguard Index Fds | 34,748 | $10,070,346 | 7.73% |
