MOULTON WEALTH MANAGEMENT, INC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Spokane Valley, WA
CIK
0001792510
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 20 77,864 USFR, TFLO, BIL, IEF 13F-HR 1/10/2024 000175496024000016
Q3 2023 18 67,920 USFR, TFLO, BIL, XLE 13F-HR 10/11/2023 000175496023000271
Q2 2023 17 56,519 USFR, TFLO, IEF, IAU 13F-HR 7/13/2023 000175496023000188
Q1 2023 15 45,448 USFR, TFLO, IEF, GLD 13F-HR 4/13/2023 000175496023000096
Q4 2022 13 29,219 USFR, TFLO, IEF, VOO 13F-HR 1/11/2023 000175496023000012
Q3 2022 11 15,905 IEF, TLT, VOO, BND 13F-HR 10/14/2022 000175496022000254
Q2 2022 17 96,053 IEF, TLT, BND, VOO 13F-HR 7/7/2022 000175496022000154
Q1 2022 17 96,053 IEF, TLT, BND, VOO 13F-HR 4/19/2022 000175496022000092
Q4 2021 29 136,714 LQD, VOO, TLT, BND 13F-HR 1/12/2022 000175496022000009
Q3 2021 28 133,946 LQD, VOO, TIP, TLT 13F-HR 10/12/2021 000175496021000175
Q2 2021 35 136,960 LQD, IAU, VTIP, IVOL 13F-HR 7/20/2021 000175496021000112
Q1 2021 35 132,448 LQD, IVOL, VTIP, SLQD 13F-HR 4/7/2021 000175496021000046
Q4 2020 21 124,167 LQD, RSP, VOO, IAU 13F-HR 1/12/2021 000175496021000004
Q3 2020 15 91,283 SHY, SHV, TIP, TLT 13F-HR 10/14/2020 000175496020000069
Q2 2020 14 79,214 SHY, SHV, TLT, VOO 13F-HR 7/8/2020 000175496020000037
Q1 2020 12 61,109 SHY, SHV, TLT, GOVT 13F-HR 4/13/2020 000175496020000018
Q4 2019 27 120,976 BND, QQQ, TLT, VTI 13F-HR 1/8/2020 000175496020000003