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Moulton Wealth Management, Inc

Q1 2022 Holdings

Filed 2022-04-19 | 17 holdings | $885.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Whsl Corp New(COST)COM22160K105$790.0K1,37289.2%
Ishares TR(IEF)BARCLAYS 7 10 YR464287440$28.5K267,4683.2%
Ishares TR(TLT)20 YR TR BD ETF464287432$20.6K155,2702.3%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$8.0K100,8540.9%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$7.2K17,3560.8%
Ishares Gold TR(IAU)ISHARES NEW464285204$5.8K158,7770.7%
Ishares TR(TIP)TIPS BD ETF464287176$5.2K42,0710.6%
Ishares TR(SHY)1 3 YR TREAS BD464287457$5.1K61,5740.6%
Ishares TR(LQD)IBOXX INV CP ETF464287242$3.5K29,3070.4%
Spdr Gold TR(GLD)GOLD SHS78463V107$3.5K19,3620.4%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$1.6K9,7940.2%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$1.5K9,4080.2%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$1.4K4,1070.2%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.3K5,5340.1%
Exxon Mobil Corp(XOM)COM30231G102$1.0K12,1970.1%
Chevron Corp New(CVX)COM166764100$8545,2030.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$2054500.0%