13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-01-10, with 20 holding rows worth $77,864,356.
- Accession
- 0001754960-24-000016
- Filer
- CIK 1792510
- Filed
- 2024-01-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 20 entries on the cover page, a total value of $77,864,356 stated on the cover page (in dollars after the unit check, H1), rows summing to $77,864,356 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 403,186 | $20,282,277 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 391,069 | $19,757,651 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 149,023 | $13,634,840 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 58,065 | $5,553,330 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 55,021 | $5,329,620 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 91,794 | $3,524,427 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 78,704 | $1,581,958 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 7,851 | $1,330,074 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,522 | $1,249,308 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 6,156 | $1,157,246 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,984 | $864,364 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 9,017 | $738,983 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,846 | $710,919 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 8,996 | $657,145 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 3,447 | $368,779 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 425 | $281,506 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 1,509 | $254,943 | dollars as filed | |
| SPY | 78462F103 | SHS | 489 | $231,843 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 421 | $200,692 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460E869 | DAILY 500 1X ETF | 11,565 | $154,451 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-24-000016 | this filing | 2024-01-10 | acceptance time not in the bulk data set |