Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOULTON WEALTH MANAGEMENT INC | 04-10-2024 | 03-31-2024 | 24 | 95,368,385 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | TRS FLT RT BD | 1 | $22,798,203 | 449,757 | 0.02 | 0.03 | 58,688 | 15.01 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | 2 | $22,773,109 | 452,836 | 0.02 | 0.03 | 49,650 | 12.31 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 3 | $14,965,591 | 163,024 | 0.02 | 0.02 | 14,001 | 9.40 | 03-31-2024 |
| WISDOMTREE TR | JAPN HEDGE EQT | 4 | $3,975,545 | 36,641 | 0.00 | 36,641 | +Inf | 03-31-2024 |
