Tanglewood Wealth Management

Tanglewood Wealth Management as of Sept. 30, 2019

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 18 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman 3-7 Yr Treasury Bond (IEI) 24.0 $110M 868k 126.80
Vanguard Total Stock Market ETF (VTI) 22.4 $103M 682k 151.00
Vanguard FTSE All-World ex-US ETF (VEU) 13.1 $60M 1.2M 49.90
iShares Russell 3000 Index (IWV) 7.5 $34M 197k 173.77
Vanguard REIT ETF (VNQ) 6.3 $29M 312k 93.25
iShares MSCI EAFE Value Index (EFV) 6.3 $29M 607k 47.37
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.5 $25M 486k 51.66
Schwab U S Broad Market ETF (SCHB) 5.1 $23M 328k 71.02
SPDR MSCI ACWI ex-US (CWI) 3.8 $18M 733k 24.04
Ishares Msci Usa Quality Facto invalid (QUAL) 3.5 $16M 172k 92.40
Schwab Strategic Tr us reit etf (SCHH) 1.3 $6.0M 127k 47.17
Ishares Tr eafe min volat (EFAV) 0.6 $2.8M 38k 73.28
Schwab Strategic Tr us lrg cap etf (SCHX) 0.2 $1.0M 15k 70.95
Ishares Core Intl Stock Etf core (IXUS) 0.1 $532k 9.2k 57.74
Exxon Mobil Corporation (XOM) 0.1 $302k 4.3k 70.68
Spdr S&p 500 Etf (SPY) 0.1 $302k 1.0k 296.95
United Technologies Corporation 0.1 $218k 1.6k 136.25
Ennis (EBF) 0.1 $232k 12k 20.20