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Tanglewood Wealth Management

Latest statistics and disclosures from Tanglewood Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, IEI, VEA, IAU, VGIT, and represent 62.25% of Tanglewood Wealth Management's stock portfolio.
Added to shares of these 8 stocks: FPAG (+$17M), VNQ, TCAF, IEI, VEA, IAU, FNDF, IEFA.
Started 2 new stock positions in FNDF, FPAG.
Reduced shares in these 10 stocks: IEF (-$35M), FRDM (-$17M), VTI (-$5.6M), QQQ, FNDX, QUAL, IWV, VGIT, EFA, GLD.
Sold out of its position in FRDM.
Tanglewood Wealth Management was a net seller of stock by $-48M.
Tanglewood Wealth Management has $809M in assets under management (AUM), dropping by -0.93%.
Central Index Key (CIK): 0001454308

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Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	22.0	$178M	-3%	686k	259.90	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	17.4	$141M		1.2M	115.81	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	10.6	$86M		1.7M	50.17	View chart
Ishares Gold Tr Ishares New (IAU)	6.3	$51M		1.2M	42.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.9	$48M		814k	58.55	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	5.0	$40M	-9%	598k	67.39	View chart
Spdr Gold Tr Gold Shs (GLD)	4.9	$40M		192k	205.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.4	$36M	-11%	80k	444.01	View chart
Ishares Tr Russell 3000 Etf (IWV)	4.0	$32M	-5%	107k	300.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.5	$28M	-2%	352k	79.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$24M	-11%	144k	164.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.5	$20M	-64%	210k	94.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.3	$18M	+36%	213k	86.48	View chart
Northern Lts Fd Tr Iii Fpa Gbl Eqty Etf (FPAG)	2.1	$17M	NEW	594k	28.87	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.9	$16M	-2%	257k	61.05	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$9.9M		122k	81.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$8.9M		86k	103.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$5.2M		70k	74.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$2.9M		49k	58.65	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.7M	+250%	89k	30.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$922k	-12%	4.4k	208.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$691k	-2%	11k	62.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$518k	-3%	9.5k	54.40	View chart
Microsoft Corporation (MSFT)	0.1	$467k	-6%	1.1k	420.72	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$451k		5.0k	89.90	View chart
Apple (AAPL)	0.1	$410k		2.4k	171.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$407k		7.0k	57.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$347k		2.3k	150.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$287k		3.6k	80.63	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$240k		8.6k	28.04	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$224k		7.9k	28.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$207k		2.1k	97.94	View chart
Schwab Strategic Tr Schw Fdt Int Lg (FNDF)	0.0	$204k	NEW	5.7k	35.61	View chart

Past Filings by Tanglewood Wealth Management

SEC 13F filings are viewable for Tanglewood Wealth Management going back to 2011

Tanglewood Wealth Management 2024 Q1 filed May 8, 2024
Tanglewood Wealth Management 2023 Q4 filed Feb. 8, 2024
Tanglewood Wealth Management 2023 Q3 filed Oct. 31, 2023
Tanglewood Wealth Management 2023 Q2 filed Aug. 4, 2023
Tanglewood Wealth Management 2023 Q1 filed May 2, 2023
Tanglewood Wealth Management 2022 Q4 filed Feb. 7, 2023
Tanglewood Wealth Management 2022 Q3 filed Nov. 2, 2022
Tanglewood Wealth Management 2022 Q2 filed July 22, 2022
Tanglewood Wealth Management 2022 Q1 filed May 10, 2022
Tanglewood Wealth Management 2021 Q4 filed Feb. 2, 2022
Tanglewood Wealth Management 2021 Q3 filed Nov. 10, 2021
Tanglewood Wealth Management 2021 Q2 filed Aug. 2, 2021
Tanglewood Wealth Management 2021 Q1 filed April 29, 2021
Tanglewood Wealth Management 2020 Q4 filed Feb. 5, 2021
Tanglewood Wealth Management 2020 Q3 filed Oct. 16, 2020
Tanglewood Wealth Management 2020 Q2 filed Aug. 7, 2020

View all past filings

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