Tanglewood Wealth Management as of Sept. 30, 2018
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 10 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 28.7 | $102M | 679k | 149.65 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 20.5 | $72M | 1.4M | 52.05 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 15.2 | $54M | 648k | 83.09 | |
iShares Russell 3000 Index (IWV) | 12.9 | $46M | 265k | 172.30 | |
Vanguard REIT ETF (VNQ) | 9.6 | $34M | 422k | 80.68 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 5.2 | $19M | 342k | 54.00 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 4.5 | $16M | 176k | 90.37 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 3.1 | $11M | 92k | 119.07 | |
Schwab U S Broad Market ETF (SCHB) | 0.2 | $551k | 7.8k | 70.34 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $296k | 1.0k | 291.05 |