13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-01-12, with 21 holding rows worth $124,167,000.
- Accession
- 0001754960-21-000004
- Filer
- CIK 1792510
- Filed
- 2021-01-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 21 entries on the cover page, a total value of $124,167,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,167,000 with VALUE read as thousands by filing date, 13F file number 028-19648. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 230,703 | $31,186,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 125,432 | $16,453,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 30,380 | $10,576,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 466,365 | $8,199,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 74,493 | $6,473,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 15,040 | $5,717,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 41,413 | $5,240,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 67,910 | $5,196,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 76,549 | $5,078,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 56,205 | $5,035,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 37,603 | $4,876,000 | thousands by filing date | |
| VTI | 922908769 | COM | 23,754 | $4,705,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 110,631 | $4,654,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 147,724 | $4,582,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 15,726 | $2,376,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 14,615 | $1,725,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 11,097 | $520,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,360 | $495,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 5,062 | $441,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 4,704 | $431,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 665 | $209,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-21-000004 | this filing | 2021-01-12 | acceptance time not in the bulk data set |