Tanglewood Wealth Management

Tanglewood Wealth Management as of June 30, 2025

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 40 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.9 $172M 565k 303.93
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 15.4 $156M 2.7M 57.01
Ishares Tr 3 7 Yr Treas Bd (IEI) 12.4 $126M 1.1M 119.09
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.9 $81M 1.3M 59.81
Ishares Gold Tr Ishares New (IAU) 7.1 $72M 1.2M 62.36
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.3 $54M 565k 95.77
Spdr Gold Tr Gold Shs (GLD) 5.0 $51M 167k 304.83
Ea Series Trust Freedom 100 Em (FRDM) 4.4 $45M 1.1M 40.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $44M 80k 551.64
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) 3.7 $37M 1.1M 34.00
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 3.0 $30M 1.2M 24.54
Ishares Tr Russell 3000 Etf (IWV) 2.6 $27M 76k 351.00
Ishares Tr Msci Eafe Etf (EFA) 2.6 $26M 291k 89.39
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $23M 125k 182.82
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $22M 922k 23.83
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $18M 202k 89.06
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $7.4M 82k 90.12
Ishares Tr Core Msci Eafe (IEFA) 0.5 $4.7M 56k 83.48
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $4.5M 128k 35.28
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.3M 21k 112.00
Rbb Fund Trust First Eagle Over (FEOE) 0.2 $1.9M 46k 42.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M 2.4k 617.85
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M 5.6k 253.23
Microsoft Corporation (MSFT) 0.1 $749k 1.5k 497.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $729k 1.00 728800.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $715k 29k 24.44
Alphabet Cap Stk Cl A (GOOGL) 0.1 $624k 3.5k 176.23
Ishares Msci Gbl Min Vol (ACWV) 0.1 $607k 5.1k 118.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $603k 29k 21.16
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $598k 14k 41.42
Apple (AAPL) 0.1 $560k 2.7k 205.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $402k 4.9k 82.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $400k 7.0k 56.85
Ishares Tr Eafe Value Etf (EFV) 0.0 $379k 6.0k 63.48
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $320k 3.4k 94.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $283k 11k 26.50
Vanguard Wellington Us Minimum (VFMV) 0.0 $225k 1.8k 128.23
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $219k 6.4k 34.51
S&p Global (SPGI) 0.0 $211k 400.00 527.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $205k 1.1k 194.23