Magnolia Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    dothan, AL
  • Num holdings

    13

  • Value ($000)

    $143,854

  • Date Filed
    02/06/2025
  • Form type
    13F-HR
  • CIK
    0001908732
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$51.67M
36 %

178,276

VCRB
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$45.50M
32 %

600,138

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$14.42M
10 %

218,066

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$10.82M
8 %

17,404

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$9.38M
7 %

105,263

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$8.53M
6 %

74,063

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.46M
1 %

3,471

AAPL
AAPL

APPLE INC

COM
037833100
$769.84K
1 %

3,074

AMZN
AMZN

AMAZON COM INC

COM
023135106
$324.04K
0 %

1,477

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$278.22K
0 %

550

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