0001754960-24-000206.txt : 20240510 0001754960-24-000206.hdr.sgml : 20240510 20240510150303 ACCESSION NUMBER: 0001754960-24-000206 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Magnolia Wealth Management, LLC CENTRAL INDEX KEY: 0001908732 ORGANIZATION NAME: IRS NUMBER: 830666686 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22227 FILM NUMBER: 24934358 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 03-31-2024 03-31-2024 Magnolia Wealth Management, LLC

1535 HONEYSUCKLE ROAD DOTHAN AL 36305

13F HOLDINGS REPORT 028-22227 000297598 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 05-10-2024 0 19 244426208 false INFORMATION TABLE 2 InformationTableOutput.xml ALPHABET INCCAP STK CL A02079K305245136 1600 SH SOLE 0 0 1600 AMAZON COM INCCOM023135106543832 3010 SH SOLE 0 0 3010 APPLE INCCOM0378331002798174 16387 SH SOLE 0 0 16387 BRC INCCOM CL A05601U105254232 58850 SH SOLE 0 0 58850 DTE ENERGY COCOM233331107259644 2330 SH SOLE 0 0 2330 HOME DEPOT INCCOM437076102211208 562 SH SOLE 0 0 562 ISHARES TRCORE S&P SCP ETF46428780414560976 132427 SH SOLE 0 0 132427 ISHARES TRCORE MSCI TOTAL46432F83424310100 358662 SH SOLE 0 0 358662 JPMORGAN CHASE & COCOM46625H100378879 1898 SH SOLE 0 0 1898 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83718204611 361633 SH SOLE 0 0 361633 ELI LILLY & COCOM532457108763101 992 SH SOLE 0 0 992 MICROSOFT CORPCOM594918104804716 1904 SH SOLE 0 0 1904 SOUTHERN COCOM842587107432234 6052 SH SOLE 0 0 6052 UNITEDHEALTH GROUP INCCOM91324P102541420 1100 SH SOLE 0 0 1100 VANGUARD BD INDEX FDSTOTAL BND MRKT92193783554525753 754420 SH SOLE 0 0 754420 VANGUARD WORLD FDINF TECH ETF92204A70217888809 34082 SH SOLE 0 0 34082 VANGUARD INDEX FDSS&P 500 ETF SHS922908363353785 736 SH SOLE 0 0 736 VANGUARD INDEX FDSREAL ESTATE ETF92290855315301231 178429 SH SOLE 0 0 178429 VANGUARD INDEX FDSTOTAL STK MKT92290876992048367 354305 SH SOLE 0 0 354305