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Disclosed positions
MOSELEY INVESTMENT MANAGEMENT INC: source evidence dated 2026-04-22T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IBTG
- Class
- IBONDS 26 TRM TS
- Reported value
- $19,298,114
- Reported amount
- 842,161
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000906396-26-000002Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IBTG | IBONDS 26 TRM TS | $19,298,114 | 842,161 | SH | None |
| APPLE INC | AAPL | COM | $17,542,453 | 69,122 | SH | None |
| ISHARES TR | IBTI | IBONDS 28 TRM TS | $16,046,413 | 720,119 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $12,422,005 | 43,198 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,488,730 | 21,888 | SH | None |
| ISHARES TR | IBDR | IBONDS DEC2026 | $10,367,858 | 427,717 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,142,558 | 58,157 | SH | None |
| BROADCOM INC | AVGO | COM | $9,943,456 | 32,126 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,882,797 | 47,452 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $9,335,820 | 13 | SH | None |
| EATON CORP PLC | ETN | SHS | $8,557,254 | 23,925 | SH | None |
| MICROSOFT CORP | MSFT | COM | $8,288,922 | 22,392 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $8,177,523 | 38,024 | SH | None |
| TESLA INC | TSLA | COM | $7,602,167 | 20,450 | SH | None |
| ISHARES TR | IBDW | IBONDS DEC 2031 | $7,430,591 | 355,021 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,383,357 | 18,301 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FDL | SHS | $5,171,475 | 101,801 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $4,225,589 | 45,495 | SH | None |
| HOME DEPOT INC | HD | COM | $3,842,647 | 11,684 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $3,721,367 | 6,157 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,477,915 | 10,841 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $3,469,200 | 7,942 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $3,449,109 | 38,991 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $3,347,910 | 22,887 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREATION UNI | $3,291,135 | 98,626 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $3,260,126 | 13,195 | SH | None |
| ISHARES TR | IBMS | IBONDS DEC 2030 | $2,959,937 | 114,593 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,941,351 | 3,198 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $2,828,126 | 49,896 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,680,846 | 2,690 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,608,229 | 2,988 | SH | None |
| META PLATFORMS INC | META | CL A | $2,566,406 | 4,486 | SH | None |
| NETFLIX INC. | NFLX | COM | $2,565,667 | 26,684 | SH | None |
| ISHARES TR | IBMO | IBONDS DEC 26 | $2,482,471 | 96,858 | SH | None |
| AMGEN INC | AMGN | COM | $2,437,670 | 6,928 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,158,808 | 10,434 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $2,153,627 | 14,542 | SH | None |
| VISA INC | V | COM CL A | $2,125,683 | 7,033 | SH | None |
| HONEYWELL INTL INC | HON | COM | $2,085,367 | 9,226 | SH | None |
| QUALCOMM INC | QCOM | COM | $2,021,749 | 15,699 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $1,871,920 | 19,863 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $1,866,941 | 4,782 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,818,461 | 8,939 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $1,706,120 | 2,445 | SH | None |
| ABBVIE INC | ABBV | COM | $1,695,554 | 7,796 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,569,103 | 6,419 | SH | None |
| BROOKFIELD CORP | BN | CL A LTD VT SH | $1,565,663 | 38,687 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,562,623 | 5,447 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $1,461,397 | 38,620 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,412,349 | 10,211 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 1 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.