- New Purchases: SPY,
- Added Positions: IXUS, SCHB, VEU, IEI, CWI, VTI, VWO, SCHH,
- Reduced Positions: VNQ, SHY, SCHX,
For the details of Tanglewood Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/tanglewood+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Tanglewood Wealth Management, Inc.- Vanguard Total Stock Market (VTI) - 736,919 shares, 24.30% of the total portfolio. Shares added by 2.03%
- Vanguard FTSE All World Ex US (VEU) - 1,404,521 shares, 16.05% of the total portfolio. Shares added by 7.70%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 614,243 shares, 11.78% of the total portfolio. Shares reduced by 4.9%
- iShares Russell 3000 (IWV) - 252,143 shares, 9.58% of the total portfolio. Shares reduced by 0.63%
- Vanguard Total International Stock ETF (VXUS) - 567,105 shares, 6.71% of the total portfolio. Shares reduced by 0.04%
Tanglewood Wealth Management, Inc. initiated holding in SPDR S&P 500. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $292.75. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,017 shares as of .
Added: iShares Core MSCI Total International Stock ETF (IXUS)Tanglewood Wealth Management, Inc. added to a holding in iShares Core MSCI Total International Stock ETF by 2811.87%. The purchase prices were between $51.94 and $58.78, with an estimated average price of $56.44. The stock is now traded at around $59.30. The impact to a portfolio due to this purchase was 6.43%. The holding were 405,856 shares as of .
Added: Schwab U.S. Broad Market (SCHB)Tanglewood Wealth Management, Inc. added to a holding in Schwab U.S. Broad Market by 27.52%. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $70.33. The impact to a portfolio due to this purchase was 1.28%. The holding were 383,166 shares as of .
Added: iShares 3-7 Year Treasury Bond ETF (IEI)Tanglewood Wealth Management, Inc. added to a holding in iShares 3-7 Year Treasury Bond ETF by 27.58%. The purchase prices were between $120.92 and $123.41, with an estimated average price of $121.72. The stock is now traded at around $122.71. The impact to a portfolio due to this purchase was 0.73%. The holding were 119,677 shares as of .
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