12/31/2019
Top Buys
- Name% Change
- BND Vanguard Total Bond... 28.879%
- QQQ Invesco QQQ Trust S... 7.577%
- TLT iShares 20+ Year Tr... 6.735%
- VTI Vanguard Total Stoc... 6.337%
- IAU iShares Gold Trust 6.097%
12/31/2019
Top Sells
- Name% Change
12/31/2019
13F Holdings Summary
- Stock% Port
- BND Vanguard Total Bond Market ... 28.8785%
- QQQ Invesco QQQ Trust Series 1 7.5767%
- TLT iShares 20+ Year Treasury B... 6.7352%
- VTI Vanguard Total Stock Market... 6.3368%
- IAU iShares Gold Trust 6.0971%
12/31/2019
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for MOULTON WEALTH MANAGEMENT, INC
View Last Form Adv Compilation Report on Record
MOULTON WEALTH MANAGEMENT, INC1220 N MULLAN ROAD
SPOKANE VALLEY WA 99206
Country: United States
Business Phone: 509-922-3110
Fax: 509-922-0909
| SEC Registration as : | Newly Formed Advisor |
| Form of Organization: | Corporation |
| Organized in: | WA |
| Number of employees: | 3 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management |
| Amount of client funds and securities: | |
| Total Number of Clients: | 0 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
