Tanglewood Wealth Management as of Dec. 31, 2016
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 13 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard FTSE All-World ex-US ETF (VEU) | 20.8 | $60M | 1.4M | 44.18 | |
Vanguard Total Stock Market ETF (VTI) | 14.5 | $42M | 364k | 115.32 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 12.1 | $35M | 287k | 122.51 | |
iShares Russell 3000 Index (IWV) | 10.7 | $31M | 234k | 132.98 | |
Vanguard REIT ETF (VNQ) | 8.8 | $26M | 309k | 82.53 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 7.9 | $23M | 334k | 69.10 | |
SPDR Gold Trust (GLD) | 7.8 | $23M | 207k | 109.61 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 6.1 | $18M | 385k | 45.88 | |
iShares Russell 2000 Index (IWM) | 5.7 | $17M | 123k | 134.85 | |
iShares Gold Trust | 5.1 | $15M | 1.3M | 11.08 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $886k | 15k | 57.73 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $432k | 4.0k | 108.22 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $229k | 1.0k | 224.07 |