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| Name: |
MOULTON WEALTH MANAGEMENT INC |
| City: |
SPOKANE VALLEY |
| State: |
WA |
| Zip: |
99206 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
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USFR |
Wisdomtree Bloomberg Floati... |
2 |
- |
$50.47 |
$22,773,000 |
452,836 |
23.88% |
2,491,000 |
49,650 |
0.086 |
N/A |
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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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XLE |
SPDR Energy Sector |
5 |
- |
$93.65 |
$3,955,000 |
41,890 |
4.15% |
3,955,000 |
41,890 |
0.001 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
8 |
- |
$183.63 |
$2,888,000 |
15,813 |
3.03% |
1,558,000 |
7,962 |
0.004 |
Closed - End Fund - Debt |
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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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XOM |
Exxon Mobil Corp |
13 |
- |
$117.87 |
$1,468,000 |
12,631 |
1.54% |
219,000 |
109 |
0 |
Integrated Oil & Gas |
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VOO |
Vanguard S&P 500 Etf |
16 |
- |
$485.97 |
$977,000 |
2,033 |
1.02% |
113,000 |
49 |
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 |
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