$141 Million is the total value of Tanglewood Legacy Advisors, LLC's 247 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE | 4 | Q3 2023 | 24.7% |
| ISHARES S&P | 4 | Q3 2023 | 16.6% |
| FIRST TRUST | 4 | Q3 2023 | 4.3% |
| FIRST TRUST | 4 | Q3 2023 | 3.9% |
| ISHARES RUSSELL | 4 | Q3 2023 | 3.4% |
| ISHARES RUSSELL | 4 | Q3 2023 | 3.3% |
| ISHARES RUSSELL | 4 | Q3 2023 | 2.7% |
| FIRST TRUST | 4 | Q3 2023 | 2.7% |
| FIRST TRUST | 4 | Q3 2023 | 2.5% |
| SM ENERGY | 4 | Q3 2023 | 2.9% |
View Tanglewood Legacy Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.