| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE | 7 | Q2 2024 | 24.7% |
| ISHARES S&P | 7 | Q2 2024 | 20.0% |
| FIRST TRUST | 7 | Q2 2024 | 4.3% |
| FIRST TRUST | 7 | Q2 2024 | 3.9% |
| ISHARES RUSSELL | 7 | Q2 2024 | 3.4% |
| ISHARES RUSSELL | 7 | Q2 2024 | 3.3% |
| ISHARES RUSSELL | 7 | Q2 2024 | 2.9% |
| FIRST TRUST | 7 | Q2 2024 | 2.5% |
| FIRST TRUST | 7 | Q2 2024 | 2.7% |
| SM ENERGY | 7 | Q2 2024 | 2.9% |
View Tanglewood Legacy Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-13 |
View Tanglewood Legacy Advisors, LLC'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.