Tanglewood Wealth Management

Latest statistics and disclosures from Tanglewood Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IXUS, QUAL, VIGI, VEU, and represent 65.19% of Tanglewood Wealth Management's stock portfolio.
  • Added to shares of these 6 stocks: GLD (+$31M), IAU (+$26M), QUAL, IXUS, VTI, BND.
  • Started 2 new stock positions in IAU, GLD.
  • Reduced shares in these 10 stocks: IWV, VIGI, VNQ, SCHB, VXUS, IYR, VEU, VUG, CWI, SCHX.
  • Tanglewood Wealth Management was a net buyer of stock by $61M.
  • Tanglewood Wealth Management has $439M in assets under management (AUM), dropping by 24.09%.

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Portfolio Holdings for Tanglewood Wealth Management

Companies in the Tanglewood Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.9 $96M 563k 170.31
Ishares Tr Core Msci Total (IXUS) 13.2 $58M +2% 995k 58.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 12.7 $56M +7% 537k 103.74
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 10.4 $46M 632k 72.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.0 $31M 611k 50.45
Spdr Gold Tr Gold Shs (GLD) 7.0 $31M NEW 173k 177.12
Ishares Tr Russell 3000 Etf (IWV) 6.3 $28M -2% 141k 195.71
Ishares Gold Trust Ishares (IAU) 5.9 $26M NEW 1.4M 17.99
Vanguard Index Fds Real Estate Etf (VNQ) 5.5 $24M 307k 78.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.3 $14M 164k 88.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.9 $13M -2% 159k 79.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.6 $7.1M -2% 136k 52.17
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.0 $4.6M 190k 24.05
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $3.3M -6% 41k 79.84

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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $663k 7.2k 91.88
Vanguard Index Fds Growth Etf (VUG) 0.1 $559k -7% 2.5k 227.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $341k 1.0k 335.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $289k -2% 3.6k 80.55
Ennis (EBF) 0.0 $200k 12k 17.41

Past Filings by Tanglewood Wealth Management

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

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