Tanglewood Wealth Management

Tanglewood Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 32 positions in its portfolio as reported in the December 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) 24.1 $161M 1.4M 114.89
Vanguard Index Fds Total Stk Mkt (VTI) 10.1 $68M 354k 191.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.9 $40M 943k 41.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.5 $37M 273k 135.85
Select Sector Spdr Tr Energy (XLE) 5.5 $37M 419k 87.47
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 5.3 $35M 506k 69.63
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 5.3 $35M 659k 53.44
Ishares Gold Tr Ishares New (IAU) 5.2 $34M 994k 34.59
Ishares Tr S&p Mc 400gr Etf (IJK) 4.8 $32M 472k 68.30
Spdr Gold Tr Gold Shs (GLD) 4.3 $29M 170k 169.64
Vanguard Index Fds Real Estate Etf (VNQ) 3.3 $22M 266k 82.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $19M 166k 113.96
Ishares Tr Msci Eafe Etf (EFA) 2.8 $18M 280k 65.64
Ishares Tr Russell 3000 Etf (IWV) 2.7 $18M 82k 220.68
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $17M 177k 94.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $14M 52k 266.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.5 $9.9M 220k 44.81
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $9.4M 112k 83.76
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $8.3M 85k 96.99
Ishares Tr Eafe Value Etf (EFV) 0.9 $6.2M 134k 45.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $4.8M 82k 58.48
Ishares Tr Core Msci Eafe (IEFA) 0.5 $3.0M 49k 61.64
Vanguard World Fds Energy Etf (VDE) 0.4 $2.7M 23k 121.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.6M 52k 50.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.6M 9.1k 179.76
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $736k 27k 27.16
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $702k 8.3k 84.19
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $600k 21k 29.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $449k 9.9k 45.15
Select Sector Spdr Tr Technology (XLK) 0.1 $397k 3.2k 124.44
Microsoft Corporation (MSFT) 0.0 $244k 1.0k 239.88
Apple (AAPL) 0.0 $221k 1.7k 129.92