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Moulton Wealth Management, Inc

Q2 2022 Holdings

Filed 2022-07-08 | 17 holdings | $96.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IEF)7-10 YR TRSY BD464287440$28.5K267,46829.7%
Ishares TR(TLT)20 YR TR BD ETF464287432$20.6K155,27021.4%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$8.0K100,8548.3%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$7.2K17,3567.5%
Ishares Gold TR(IAU)ISHARES NEW464285204$5.8K158,7776.0%
Ishares TR(TIP)TIPS BD ETF464287176$5.2K42,0715.4%
Ishares TR(SHY)1 3 YR TREAS BD464287457$5.1K61,5745.3%
Ishares TR(LQD)IBOXX INV CP ETF464287242$3.5K29,3073.7%
Spdr Gold TR(GLD)GOLD SHS78463V107$3.5K19,3623.6%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$1.6K9,7941.6%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$1.5K9,4081.6%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$1.4K4,1071.5%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$1.3K5,5341.3%
Exxon Mobil Corp(XOM)COM30231G102$1.0K12,1971.1%
Chevron Corp New(CVX)COM166764100$8545,2030.9%
Costco Whsl Corp New(COST)COM22160K105$7901,3720.8%
Ishares TR(IVV)CORE S&P500 ETF464287200$2054500.2%