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Tanglewood Wealth Management, Inc.

13F
Tanglewood Wealth Management, Inc.
Last update 2025-07-21 40 Stocks (5 new)
Value $1.01 Bil Turnover 14 %
Countries:
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)

To

Tanglewood Wealth Management, Inc.'s Asset Allocation

To

Tanglewood Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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