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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, IEF, VGIT, and represent 60.67% of Tanglewood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IEF (+$56M), VGIT (+$36M), VTI (+$35M), VEA (+$23M), IAU (+$16M), GLD (+$12M), IWV (+$9.3M), FNDX (+$9.1M), QQQ (+$8.6M), QUAL (+$8.1M).
Started 9 new stock positions in JEPI, AGG, IEF, ILF, IDV, MSFT, SCHD, AAPL, GOOGL.
Reduced shares in these 3 stocks: IEI (-$64M), VEU, IEFA.
Tanglewood Wealth Management was a net buyer of stock by $176M.
Tanglewood Wealth Management has $817M in assets under management (AUM), dropping by 38.54%.
Central Index Key (CIK): 0001454308

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Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.6	$168M	+25%	708k	237.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	17.3	$141M	-31%	1.2M	117.13	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	9.9	$81M	+39%	1.7M	47.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.9	$56M	NEW	584k	96.39	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	6.0	$49M	+259%	828k	59.32	View chart
Ishares Gold Tr Ishares New (IAU)	5.7	$46M	+53%	1.2M	39.03	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	5.0	$41M	+28%	661k	61.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$37M	+30%	91k	409.52	View chart
Spdr Gold Tr Gold Shs (GLD)	4.5	$37M	+49%	194k	191.17	View chart
Ishares Tr Russell 3000 Etf (IWV)	3.8	$31M	+42%	114k	273.74	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.3	$27M	+19%	361k	75.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$24M	+50%	163k	147.14	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.1	$17M	+30%	519k	32.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$15M	+69%	263k	55.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.7	$14M	+35%	156k	88.36	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$9.8M	+61%	124k	79.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$8.4M	+40%	87k	96.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$4.9M		69k	70.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.8M	-4%	49k	56.14	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$976k	+33%	5.1k	192.48	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$702k	+97%	25k	27.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$644k		11k	56.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$515k	+3%	9.9k	52.10	View chart
Apple (AAPL)	0.1	$461k	NEW	2.4k	192.50	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$459k	+64%	5.0k	91.41	View chart
Microsoft Corporation (MSFT)	0.1	$448k	NEW	1.2k	376.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$387k	NEW	7.0k	54.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$321k	NEW	2.3k	139.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$271k	NEW	3.6k	76.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$240k	NEW	8.6k	27.99	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$231k	NEW	8.0k	29.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$210k	NEW	2.1k	99.25	View chart

Past Filings by Tanglewood Wealth Management

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

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
Tanglewood Wealth Management 2020 Q1 filed April 24, 2020

View all past filings

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