Magnolia Wealth Management, LLC
Q1 2025 13F Holdings
- Locationdothan, AL
- Num holdings
12
- Value ($000)
$139,420
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001908732
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $48.65M | 35 % | 177,004 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $45.06M | 32 % | 581,996 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $15.49M | 11 % | 221,916 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $9.68M | 7 % | 17,850 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $9.58M | 7 % | 105,794 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.00M | 6 % | 76,474 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.17M | 1 % | 3,119 | ||
AAPL APPLE INC | COM | 037833100 | $682.87K | 1 % | 3,074 | ||
SO SOUTHERN CO | COM | 842587107 | $303.53K | 0 % | 3,301 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $288.06K | 0 % | 550 |
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