$103 Million is the total value of Tanglewood Wealth Management, Inc.'s 5 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $46,101,000 | +7.9% | 881,644 | +3.8% | 44.86% | -0.9% |
| GLD | Buy | SPDR GOLD TRUST | $24,773,000 | +10.9% | 193,483 | +7.1% | 24.11% | +1.9% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $23,275,000 | +68.0% | 311,008 | +58.5% | 22.65% | +54.3% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $7,036,000 | +12.7% | 546,317 | +8.9% | 6.85% | +3.6% |
| IWV | Buy | ISHARESrussell 3000 etf | $1,573,000 | +64.2% | 13,368 | +56.7% | 1.53% | +50.8% |
| IEI | Exit | ISHARES3-7 yr tr bd etf | $0 | – | -68,638 | -100.0% | -8.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 45.3% |
| ISHARES TR | 42 | Q3 2023 | 37.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 22.6% |
| VANGUARD INDEX FDS | 31 | Q3 2023 | 29.3% |
| ISHARES TR | 31 | Q3 2023 | 13.6% |
| ISHARES TR | 29 | Q3 2023 | 33.6% |
| SPDR GOLD TRUST | 28 | Q3 2023 | 27.1% |
| SPDR S&P 500 ETF TR | 25 | Q1 2022 | 0.1% |
| VANGUARD STAR FDS | 24 | Q4 2021 | 8.1% |
| SCHWAB STRATEGIC TR | 21 | Q3 2023 | 5.7% |
View Tanglewood Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View Tanglewood Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.