Tanglewood Wealth Management as of June 30, 2012
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 8 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Gold Trust (GLD) | 39.8 | $46M | 296k | 155.19 | |
Vanguard REIT ETF (VNQ) | 20.0 | $23M | 353k | 65.43 | |
iShares Russell 1000 Growth Index (IWF) | 14.4 | $17M | 264k | 63.23 | |
Pimco Total Return Etf totl (BOND) | 12.9 | $15M | 141k | 105.49 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 9.7 | $11M | 272k | 40.98 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 1.5 | $1.8M | 17k | 107.90 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $1.0M | 18k | 56.66 | |
iShares Russell 3000 Index (IWV) | 0.8 | $919k | 11k | 80.35 |