Tanglewood Wealth Management as of March 31, 2017
Portfolio Holdings for Tanglewood Wealth Management
Tanglewood Wealth Management holds 10 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard FTSE All-World ex-US ETF (VEU) | 32.4 | $100M | 2.1M | 47.83 | |
Vanguard Total Stock Market ETF (VTI) | 21.7 | $67M | 554k | 121.32 | |
iShares Russell 3000 Index (IWV) | 14.3 | $44M | 317k | 139.90 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 11.2 | $35M | 282k | 123.05 | |
Vanguard REIT ETF (VNQ) | 8.2 | $25M | 305k | 82.59 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 7.4 | $23M | 459k | 49.68 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 4.5 | $14M | 191k | 72.80 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $435k | 4.0k | 108.97 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $321k | 5.2k | 62.33 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $240k | 1.0k | 235.99 |