TW
| |
Tanglewood Wealth Management, Inc.13F | |
Tanglewood Wealth Management, Inc. | |
Last update 2025-07-21 | 40 Stocks (5 new) |
Value $1.01 Bil | Turnover 14 % |
Tanglewood Wealth Management, ... Top Holdings of 2025-06-30
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 565,435 | 171,852.6 | +20.13% | 16.940 | +2.84% | 0.040 | +18.57% | +8.16% | 476,900.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 2,739,624 | 156,186.0 | +30.66% | 15.400 | +3.61% | 0.100 | +13.90% | +23.59% | 163,211.1 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 1,055,521 | 125,702.0 | -0.49% | 12.390 | -0.07% | 0.800 | +1.29% | +4.14% | 15,698.1 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 1,347,593 | 80,599.5 | +140.80% | 7.950 | +4.65% | 0.250 | +1.34% | +4.28% | 31,629.0 | ||
IAU | iShares Gold Trust | 1,155,471 | 72,055.2 | -9.18% | 7.100 | -0.77% | 0.150 | +2.83% | +29.01% | 48,683.8 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 565,204 | 54,129.6 | +1.18% | 5.340 | +0.06% | 0.150 | +1.30% | +4.33% | 34,837.4 | ||
GLD | SPDR Gold Shares ETF | 166,719 | 50,820.9 | -8.99% | 5.010 | -0.53% | 0.050 | +2.80% | +28.92% | 102,792.7 | ||
FRDM |
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
| 1,107,772 | 44,754.0 | +48.58% | 4.410 | +1.44% | 3.660 | +16.76% | +27.29% | 1,240.3 | ||
QQQ | INVESCO QQQ Trust | 79,758 | 43,997.8 | -0.60% | 4.340 | -0.03% | 0.010 | +23.62% | +10.08% | 357,884.9 | ||
FPAG | FPA Global Equity ETF | 1,097,525 | 37,311.8 | -1.43% | 3.680 | -0.05% | 17.420 | +21.90% | +17.99% | 225.4 |
Tanglewood Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Tanglewood Wealth Management, Inc.'s Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Add Add | +4.65% | 58.63 ($59.2) 59.97 | $59.33 | 0.21% | Add 140.8% | 1,347,593 | 787,960 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +3.61% | 45.65 ($53.52) 57.01 | $58.34 | 9.02% | Add 30.66% | 2,739,624 | 642,944 | |
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 2025-06-30 | Reduce Reduce | -2.97% | 107.61 ($116.44) 119.09 | $118.70 | 1.94% | Reduce -97.8% | 5,119 | -227,403 | |
VFMV |
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
| 2025-06-30 | Reduce Reduce | -2.85% | 114.53 ($124.54) 128.23 | $128.23 | 2.97% | Reduce -99.13% | 1,755 | -200,098 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +2.84% | 243.75 ($281.15) 303.93 | $311.21 | 10.69% | Add 20.13% | 565,435 | 94,730 | |
FRDM |
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
| 2025-06-30 | Add Add | +1.44% | 30.96 ($37.14) 40.6 | $40.93 | 10.22% | Add 48.58% | 1,107,772 | 362,189 | |
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -0.77% | 56.1 ($61.92) 64.74 | $63.90 | 3.20% | Reduce -9.18% | 1,155,471 | -116,816 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | Add Add | +0.58% | 19.1 ($22.02) 23.83 | $24.39 | 10.76% | Add 36.64% | 922,238 | 247,300 | |
GLD | SPDR Gold Shares ETF | 2025-06-30 | Reduce Reduce | -0.53% | 273.71 ($302.58) 316.29 | $312.19 | 3.18% | Reduce -8.99% | 166,719 | -16,469 | |
IWV | iShares Russell 3000 ETF | 2025-06-30 | Reduce Reduce | -0.52% | 281.67 ($324.69) 351 | $359.70 | 10.78% | Reduce -16.16% | 75,462 | -14,547 |
Tanglewood Wealth Management, Inc. Total Holding History ($B)
Tanglewood Wealth Management, Inc.'s Asset Allocation
Tanglewood Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Tanglewood Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30
Tanglewood Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Tanglewood Wealth Management, Inc.'s Holdings Heat Map
Size field:
Tanglewood Wealth Management, Inc.'s Holdings Bubble Chart
Tanglewood Wealth Management, Inc. News
- 1