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  Name: MOULTON WEALTH MANAGEMENT INC
  City: SPOKANE VALLEY
  State: WA
  Zip: 99206
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $95,368,000
  Total Value Change : $17,504,000
  Securities Held Change : 4
   
All Securities Held : 24
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 10
  Unchanged Positions : 3
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 27 Closed $531.23 $0 0 0% -201,000 -421 0    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 26 Closed $71.99 $0 0 0% -657,000 -8,996 0    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 25 Closed $106.68 $0 0 0% -369,000 -3,447 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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