StockDriftsStockDriftsTop 50 Moulton Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 15.87% | 461.4K | $23.3M | new | $50.54(-0.07%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 15.61% | 455.2K | $22.9M | new | $50.31(+0.14%) | 2026-03-31 | |
| FLOT | ISHARES TR | 6.78% | 196.5K | $10.0M | new | $50.96(-0.18%) | 2026-03-31 | |
| SH | PROSHARES TR | 5.2% | 202.4K | $7.6M | new | $36.98(-7.46%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.8% | 91.5K | $7.0M | new | $75.99(+12.10%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.33% | 15.1K | $4.9M | -43.96%(-11.87K) | $271.62(+31.43%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 3.14% | 185.3K | $4.6M | new | $25.28(-0.95%) | 2026-03-31 | |
| SGVT | SCHWAB STRATEGIC TR | 3.14% | 4.61M | $4.6M | new | $100.60(-0.07%) | 2026-03-31 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 2.36% | 75.1K | $3.5M | new | $23.76(+88.98%) | 2026-03-31 | |
| SRLN | SSGA ACTIVE ETF TR | 2.22% | 81.5K | $3.3M | new | $41.38(-2.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.97% | +12.38% |
| Top 20 Holdings Unweighted | +7.32% | +23.59% |
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