Tanglewood Wealth Management

Tanglewood Wealth Management as of March 31, 2025

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.6 $129M 471k 274.84
Ishares Tr 3 7 Yr Treas Bd (IEI) 14.1 $125M 1.1M 118.14
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.0 $107M 2.1M 50.83
Ishares Gold Tr Ishares New (IAU) 8.4 $75M 1.3M 58.96
Ishares Tr 7-10 Yr Trsy Bd (IEF) 6.0 $53M 559k 95.37
Spdr Gold Tr Gold Shs (GLD) 5.9 $53M 183k 288.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $38M 80k 468.92
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 3.8 $33M 1.1M 30.03
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $33M 560k 59.40
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.3 $29M 1.2M 23.61
Ishares Tr Russell 3000 Etf (IWV) 3.2 $29M 90k 317.64
Ishares Msci Gbl Min Vol (ACWV) 3.0 $27M 233k 116.37
Ea Series Trust Freedom 100 Em (FRDM) 2.9 $26M 746k 35.05
Vanguard Wellington Us Minimum (VFMV) 2.9 $26M 202k 126.74
Ishares Tr Msci Eafe Etf (EFA) 2.7 $24M 292k 81.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $22M 126k 170.89
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $19M 214k 90.54
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $15M 675k 21.53
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $6.9M 83k 82.94
Ishares Tr Core Msci Eafe (IEFA) 0.5 $4.3M 56k 75.65
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $4.0M 123k 32.28
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.1M 21k 100.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.8M 29k 60.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.3M 2.4k 559.39
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 5.4k 206.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $798k 1.00 798442.00
Apple (AAPL) 0.1 $679k 3.1k 222.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $646k 29k 22.08
Microsoft Corporation (MSFT) 0.1 $580k 1.5k 375.39
Alphabet Cap Stk Cl A (GOOGL) 0.1 $547k 3.5k 154.64
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $402k 7.0k 57.14
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $402k 4.9k 82.73
Ishares Tr Eafe Value Etf (EFV) 0.0 $352k 6.0k 58.94
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $323k 3.4k 95.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $299k 11k 27.96
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $206k 9.6k 21.51