Tanglewood Wealth Management as of June 30, 2019
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 14 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 24.5 | $102M | 678k | 150.09 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 17.4 | $72M | 573k | 125.76 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 14.6 | $61M | 1.2M | 50.99 | |
iShares Russell 3000 Index (IWV) | 8.2 | $34M | 198k | 172.36 | |
Ishares Tr eafe min volat (EFAV) | 7.4 | $31M | 421k | 72.64 | |
Vanguard REIT ETF (VNQ) | 6.5 | $27M | 309k | 87.40 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 6.1 | $26M | 483k | 52.75 | |
Schwab U S Broad Market ETF (SCHB) | 5.3 | $22M | 313k | 70.53 | |
SPDR MSCI ACWI ex-US (CWI) | 4.3 | $18M | 489k | 36.67 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 3.8 | $16M | 172k | 91.47 | |
Schwab Strategic Tr us reit etf (SCHH) | 1.3 | $5.6M | 125k | 44.44 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $1.0M | 15k | 70.20 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $561k | 9.6k | 58.61 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $298k | 1.0k | 293.02 |