13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-01-12, with 29 holding rows worth $136,714,000.
- Accession
- 0001754960-22-000009
- Filer
- CIK 1792510
- Filed
- 2022-01-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 29 entries on the cover page, a total value of $136,714,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,714,000 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 | 244,822 | $32,077,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 30,053 | $13,191,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 90,476 | $12,971,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 151,645 | $12,753,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 45,282 | $7,842,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 38,743 | $6,365,000 | thousands by filing date | |
| VTI | 922908769 | COM | 26,182 | $6,344,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 43,385 | $5,549,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 30,127 | $5,192,000 | thousands by filing date | |
| iShares Gold Trust | 464285204 | COM | 140,112 | $4,837,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 12,058 | $3,833,000 | thousands by filing date | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 67,506 | $3,464,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 23,362 | $3,385,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 21,493 | $3,217,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 16,637 | $2,821,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 11,667 | $2,440,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 6,420 | $2,365,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 44,009 | $1,787,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 10,393 | $942,000 | thousands by filing date | |
| NUCOR CORP COM | 670346105 | Stock | 7,354 | $857,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,470 | $829,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,071 | $796,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 5,200 | $633,000 | thousands by filing date | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 8,568 | $604,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 6,002 | $426,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,821 | $388,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 4,653 | $362,000 | thousands by filing date | |
| KRANESHARES TRUST | 500767678 | INDX FD | 4,312 | $229,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 448 | $215,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-22-000009 | this filing | 2022-01-12 | acceptance time not in the bulk data set |