Tanglewood Wealth Management

Tanglewood Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 3 7 Yr Treas Bd (IEI) 33.6 $198M 1.8M 113.16
Vanguard Index Fds Total Stk Mkt (VTI) 20.3 $119M 562k 212.41
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.0 $53M 1.2M 43.72
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.9 $29M 514k 55.97
Ishares Gold Tr Ishares New (IAU) 4.6 $27M 775k 34.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $25M 70k 358.27
Spdr Gold Tr Gold Shs (GLD) 3.8 $22M 130k 171.45
Ishares Tr Msci Eafe Etf (EFA) 3.5 $21M 303k 68.92
Ishares Tr Russell 3000 Etf (IWV) 3.3 $20M 80k 245.06
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $14M 108k 131.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.2 $13M 230k 57.15
Ea Series Trust Freedom 100 Em (FRDM) 1.9 $11M 398k 28.31
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $8.7M 115k 75.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $7.7M 155k 49.85
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $5.5M 77k 71.33
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $5.4M 62k 86.30
Ishares Tr Core Msci Eafe (IEFA) 0.8 $4.5M 71k 64.35
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.7M 52k 51.87
Select Sector Spdr Tr Technology (XLK) 0.1 $623k 3.8k 163.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $574k 11k 50.60
Ishares Tr Eafe Value Etf (EFV) 0.1 $466k 9.5k 48.93
T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $320k 13k 24.81
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $239k 3.1k 78.14