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| Name: |
MOULTON WEALTH MANAGEMENT INC |
| City: |
SPOKANE VALLEY |
| State: |
WA |
| Zip: |
99206 |
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data |
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| Holdings
Found :
27 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TFLO |
Ishares Treasury Floating R... |
1 |
- |
$0.00 |
$22,798,000 |
449,757 |
23.91% |
3,040,000 |
58,688 |
0.05 |
N/A |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
2 |
- |
$50.32 |
$22,773,000 |
452,836 |
23.88% |
2,491,000 |
49,650 |
0.086 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
3 |
- |
$0.00 |
$14,966,000 |
163,024 |
15.69% |
1,331,000 |
14,001 |
0.018 |
Closed - End Fund - E... |
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DXJ |
WisdomTree Trust Japan Tota... |
4 |
New |
$107.78 |
$3,976,000 |
36,641 |
4.17% |
3,976,000 |
36,641 |
0.122 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
5 |
- |
$95.74 |
$3,955,000 |
41,890 |
4.15% |
3,955,000 |
41,890 |
0.001 |
Closed - End Fund - E... |
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IAU |
iShares COMEX Gold Trust |
6 |
- |
$44.26 |
$3,829,000 |
91,152 |
4.01% |
305,000 |
-642 |
0.005 |
Closed - End Fund - E... |
|
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XLV |
SPDR Select Sector Health |
7 |
New |
$139.96 |
$3,073,000 |
20,802 |
3.22% |
3,073,000 |
20,802 |
0.001 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
8 |
- |
$176.73 |
$2,888,000 |
15,813 |
3.03% |
1,558,000 |
7,962 |
0.004 |
Closed - End Fund - Debt |
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XLB |
SPDR Materials Select Sector |
9 |
New |
$89.52 |
$2,703,000 |
29,096 |
2.83% |
2,703,000 |
29,096 |
0.004 |
Closed - End Fund - E... |
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NOBL |
ProShares S&P 500 Dividend ... |
10 |
New |
$0.00 |
$2,653,000 |
26,165 |
2.78% |
2,653,000 |
26,165 |
0.03 |
N/A |
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AAAU |
Goldman Sachs Physical Gold... |
11 |
- |
$17.29 |
$1,766,000 |
80,318 |
1.85% |
184,000 |
1,614 |
0.296 |
N/A |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
12 |
- |
$91.49 |
$1,526,000 |
16,122 |
1.6% |
-4,027,000 |
-41,943 |
0.006 |
Closed - End Fund - E... |
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XOM |
Exxon Mobil Corp |
13 |
- |
$117.96 |
$1,468,000 |
12,631 |
1.54% |
219,000 |
109 |
0 |
Integrated Oil & Gas |
|
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IEI |
iShares Barclays 3-7 Year T... |
14 |
New |
$113.58 |
$1,451,000 |
12,529 |
1.52% |
1,451,000 |
12,529 |
0.011 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
15 |
- |
$216.62 |
$1,235,000 |
6,004 |
1.29% |
78,000 |
-152 |
0.001 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
16 |
- |
$467.21 |
$977,000 |
2,033 |
1.02% |
113,000 |
49 |
0 |
Closed - End Fund - E... |
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TLT |
iShares Tr Lehman 20+yr Tres |
17 |
- |
$88.24 |
$834,000 |
8,814 |
0.87% |
-4,496,000 |
-46,207 |
0.001 |
Closed - End Fund - E... |
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CVX |
Chevron Corp |
18 |
- |
$165.89 |
$764,000 |
4,846 |
0.8% |
53,000 |
0 |
0 |
Integrated Oil & Gas |
|
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SHY |
Ishares Barclays 1-3 Treasu... |
19 |
- |
$81.21 |
$718,000 |
8,783 |
0.75% |
-21,000 |
-234 |
0.001 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
20 |
- |
$729.18 |
$312,000 |
426 |
0.33% |
30,000 |
1 |
0 |
Discount, Variety Stores |
|
|
MTH |
Meritage Homes Corp |
21 |
- |
$169.48 |
$265,000 |
1,509 |
0.28% |
10,000 |
0 |
0.004 |
Residential Construct... |
|
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SPY |
Standard & Poors Depository... |
22 |
- |
$508.26 |
$256,000 |
489 |
0.27% |
24,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SPDN |
Direxion Daily S&p 500 Bear... |
23 |
- |
$0.00 |
$142,000 |
11,698 |
0.15% |
-12,000 |
133 |
0.013 |
N/A |
|
|
SIRI |
Sirius XM Radio Inc |
24 |
New |
$3.02 |
$40,000 |
10,237 |
0.04% |
40,000 |
10,237 |
0 |
Broadcasting - Radio |
|
|
IVV |
iShares Core S&P 500 Etf |
27 |
Closed |
$510.77 |
$0 |
0 |
0% |
-201,000 |
-421 |
0 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
26 |
Closed |
$70.73 |
$0 |
0 |
0% |
-657,000 |
-8,996 |
0 |
Closed - End Fund - E... |
|
|
TIP |
iShares Lehman TIPS Bond |
25 |
Closed |
$105.78 |
$0 |
0 |
0% |
-369,000 |
-3,447 |
0 |
Closed - End Fund - E... |
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