$343 Million is the total value of Tanglewood Wealth Management, Inc.'s 9 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,553 | -100.0% | -0.07% | – |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -5,150 | -100.0% | -0.11% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -16,891 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-03
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.