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Size ($ in 1000's)
At 12/31/2023: $116,657
At 09/30/2023: $107,460
Magnolia Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Magnolia Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Magnolia Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Magnolia Wealth Management LLC.
In the Magnolia Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Magnolia Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Magnolia Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
178,587 |
-1,060 |
$42,365 | | VTI | 178,587 | -1,060 | $42,365 | | VANGUARD BD INDEX FDS (BND) |
378,653 |
+226,786 |
$27,850 | | BND | 378,653 | +226,786 | $27,850 | | ISHARES TR (IXUS) |
180,079 |
+3,292 |
$11,693 | | IXUS | 180,079 | +3,292 | $11,693 | | J P MORGAN EXCHANGE TRADED F (JPST) |
190,509 |
+2,082 |
$9,569 | | JPST | 190,509 | +2,082 | $9,569 | | VANGUARD WORLD FDS (VGT) |
16,864 |
-1,312 |
$8,162 | | VGT | 16,864 | -1,312 | $8,162 | | VANGUARD INDEX FDS (VNQ) |
90,877 |
+10,714 |
$8,030 | | VNQ | 90,877 | +10,714 | $8,030 | | ISHARES TR (IJR) |
66,495 |
+4,558 |
$7,198 | | IJR | 66,495 | +4,558 | $7,198 | | APPLE INC |
4,613 |
-29 |
$888 | | AAPL | 4,613 | -29 | $888 | | MICROSOFT CORP |
1,063 |
UNCH |
$400 | | MSFT | 1,063 | UNCH | $400 | | UNITEDHEALTH GROUP INC |
550 |
-24 |
$290 | | UNH | 550 | -24 | $290 |
See Full List: All Stocks Held By Magnolia Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Magnolia Wealth Management LLC
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