Tanglewood Wealth Management

Tanglewood Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 3 7 Yr Treas Bd (IEI) 15.0 $99M 870k 114.28
Vanguard Index Fds Total Stk Mkt (VTI) 10.8 $72M 400k 179.47
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.5 $57M 1.6M 36.36
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.6 $50M 860k 58.31
Ishares Tr Core Us Aggbd Et (AGG) 6.9 $46M 474k 96.34
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.9 $33M 269k 121.11
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.9 $32M 519k 61.99
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.8 $32M 662k 47.76
Ishares Gold Tr Ishares New (IAU) 4.7 $31M 994k 31.53
Select Sector Spdr Tr Energy (XLE) 4.7 $31M 434k 72.02
Ishares Tr S&p Mc 400gr Etf (IJK) 4.6 $31M 486k 63.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $27M 102k 267.26
Spdr Gold Tr Gold Shs (GLD) 4.0 $27M 173k 154.67
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $19M 234k 80.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $18M 174k 103.94
Ishares Tr Russell 3000 Etf (IWV) 2.6 $17M 83k 207.03
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $9.8M 135k 72.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $9.5M 226k 41.99
Ishares Tr Msci Eafe Etf (EFA) 1.3 $8.6M 154k 56.01
Ishares Tr Eafe Value Etf (EFV) 0.6 $3.8M 98k 38.53
Vanguard World Fds Energy Etf (VDE) 0.5 $3.3M 33k 101.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.2M 49k 44.37
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.4M 26k 52.66
Select Sector Spdr Tr Technology (XLK) 0.2 $1.1M 9.6k 118.77
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $573k 7.0k 81.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $409k 9.7k 42.37
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $340k 14k 25.19
Microsoft Corporation (MSFT) 0.0 $237k 1.0k 233.04
Apple (AAPL) 0.0 $235k 1.7k 138.48