Tanglewood Wealth Management as of Sept. 30, 2016
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 12 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard FTSE All-World ex-US ETF (VEU) | 20.7 | $58M | 1.3M | 45.43 | |
Vanguard Total Stock Market ETF (VTI) | 11.7 | $33M | 293k | 111.33 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 10.4 | $29M | 258k | 111.88 | |
SPDR Gold Trust (GLD) | 10.0 | $28M | 222k | 125.64 | |
Vanguard REIT ETF (VNQ) | 9.7 | $27M | 311k | 86.74 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 8.9 | $25M | 368k | 67.49 | |
iShares Russell 3000 Index (IWV) | 7.7 | $21M | 167k | 128.19 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 7.2 | $20M | 159k | 126.54 | |
iShares Gold Trust | 6.5 | $18M | 1.4M | 12.69 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 6.1 | $17M | 358k | 47.21 | |
iShares Russell 2000 Index (IWM) | 0.9 | $2.6M | 21k | 124.19 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $220k | 1.0k | 216.32 |