$290 Million is the total value of Tanglewood Wealth Management, Inc.'s 13 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 45.3% |
ISHARES TR | 45 | Q2 2024 | 37.6% |
VANGUARD INDEX FDS | 45 | Q2 2024 | 22.6% |
VANGUARD INDEX FDS | 34 | Q2 2024 | 29.3% |
ISHARES TR | 34 | Q2 2024 | 13.6% |
ISHARES TR | 32 | Q2 2024 | 33.6% |
SPDR GOLD TRUST | 31 | Q2 2024 | 27.1% |
SPDR S&P 500 ETF TR | 25 | Q1 2022 | 0.1% |
VANGUARD STAR FDS | 24 | Q4 2021 | 8.1% |
SCHWAB STRATEGIC TR | 24 | Q2 2024 | 5.7% |
View Tanglewood Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-30 |
13F-HR | 2024-07-26 |
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 |
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.