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Investment Managers Ser Tr I shares owned by Tanglewood Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I shares owned by Tanglewood Wealth Management from 13F filings

Historical chart of Tanglewood Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Tanglewood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Tanglewood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $32M 1.1M 29.60

More positions owned by Tanglewood Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Tanglewood Wealth Management

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
Legacy CG
NavPoint Financial
Private Advisor
Jane Street
Argent Trust
Us Bancorp
Flow Traders US
Lakeside Advisors
Joel Isaacson & Co

View all funds holding Investment Managers Ser Tr I