$741 Million is the total value of Tanglewood Wealth Management, Inc.'s 30 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $74,016,000 | – | 727,929 | +100.0% | 9.98% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $57,830,000 | – | 945,547 | +100.0% | 7.80% | – |
| IAU | New | ISHARES GOLD TRishares new | $34,724,000 | – | 1,012,058 | +100.0% | 4.68% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $34,376,000 | – | 268,057 | +100.0% | 4.64% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $18,264,000 | – | 253,031 | +100.0% | 2.46% | – |
| EFG | New | ISHARES TReafe grwth etf | $839,000 | – | 10,420 | +100.0% | 0.11% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $629,000 | – | 5,714 | +100.0% | 0.08% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $622,000 | – | 4,892 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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.