$666 Million is the total value of Tanglewood Wealth Management, Inc.'s 30 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEI | New | ISHARES TR3 7 yr treas bd | $116,004,000 | – | 950,466 | +100.0% | 17.42% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $25,580,000 | – | 334,647 | +100.0% | 3.84% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $13,911,000 | – | 128,946 | +100.0% | 2.09% | – |
| EFV | New | ISHARES TReafe value etf | $9,368,000 | – | 186,390 | +100.0% | 1.41% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $2,843,000 | – | 14,354 | +100.0% | 0.43% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $639,000 | – | 25,674 | +100.0% | 0.10% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $604,000 | – | 5,639 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.