Tanglewood Wealth Management as of March 31, 2019
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 16 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 23.4 | $107M | 737k | 144.71 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 15.5 | $70M | 1.4M | 50.15 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 11.4 | $52M | 614k | 84.12 | |
iShares Russell 3000 Index (IWV) | 9.2 | $42M | 252k | 166.70 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 6.5 | $29M | 567k | 51.90 | |
Ishares Core Intl Stock Etf core (IXUS) | 6.4 | $29M | 406k | 72.00 | |
Vanguard REIT ETF (VNQ) | 5.8 | $27M | 306k | 86.91 | |
Schwab U S Broad Market ETF (SCHB) | 5.7 | $26M | 383k | 68.05 | |
SPDR MSCI ACWI ex-US (CWI) | 5.6 | $25M | 699k | 36.21 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 3.4 | $15M | 174k | 88.55 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 3.2 | $15M | 120k | 123.20 | |
Vanguard Emerging Markets ETF (VWO) | 2.1 | $9.4M | 222k | 42.50 | |
Schwab Strategic Tr us reit etf (SCHH) | 1.2 | $5.5M | 124k | 44.43 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $1.4M | 21k | 67.62 | |
Ishares Tr eafe min volat (EFAV) | 0.2 | $752k | 13k | 58.06 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $287k | 1.0k | 282.20 |