$455 Million is the total value of Tanglewood Wealth Management, Inc.'s 16 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-24
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.