0001754960-23-000202.txt : 20230724 0001754960-23-000202.hdr.sgml : 20230724 20230724163405 ACCESSION NUMBER: 0001754960-23-000202 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Magnolia Wealth Management, LLC CENTRAL INDEX KEY: 0001908732 IRS NUMBER: 830666686 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22227 FILM NUMBER: 231105413 BUSINESS ADDRESS: STREET 1: 1535 HONEYSUCKLE ROAD CITY: DOTHAN STATE: AL ZIP: 36305 BUSINESS PHONE: 334-699-4036 MAIL ADDRESS: STREET 1: 1535 HONEYSUCKLE ROAD CITY: DOTHAN STATE: AL ZIP: 36305 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001908732 XXXXXXXX 06-30-2023 06-30-2023 Magnolia Wealth Management, LLC
1535 HONEYSUCKLE ROAD DOTHAN AL 36305
13F HOLDINGS REPORT 028-22227 000297598 N
Aryn Sands Agent 844-844-3453 Aryn Sands Reno NV 07-24-2023 0 11 107359021 false
INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100894202 4610 SH SOLE 0 0 4610 ISHARES TRCORE S&P SCP ETF4642878045859527 58801 SH SOLE 0 0 58801 ISHARES TRCORE MSCI TOTAL46432F83410934639 174619 SH SOLE 0 0 174619 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8379485177 189174 SH SOLE 0 0 189174 MICROSOFT CORPCOM594918104332027 975 SH SOLE 0 0 975 UNITEDHEALTH GROUP INCCOM91324P102264352 550 SH SOLE 0 0 550 VANGUARD BD INDEX FDSTOTAL BND MRKT92193783510740721 147761 SH SOLE 0 0 147761 VANGUARD WORLD FDSINF TECH ETF92204A7027649337 17300 SH SOLE 0 0 17300 VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C10217589773 304690 SH SOLE 0 0 304690 VANGUARD INDEX FDSREAL ESTATE ETF9229085536471691 77450 SH SOLE 0 0 77450 VANGUARD INDEX FDSTOTAL STK MKT92290876937137575 168593 SH SOLE 0 0 168593