TL
| |
Tanglewood Legacy Advisors, LLC13F | |
| Tanglewood Legacy Advisors, LLC | |
| Last update 2025-04-22 | 293 Stocks (13 new) |
| Value $228.00 Mil | Turnover 6 % |
Tanglewood Legacy Advisors, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV | ISHARES TRUST | 609,152 | 56,218.6 | +5.73% | 24.640 | +1.34% | 0.280 | +11.79% | +4.84% | 21,409.0 | ||
IUSG | ISHARES TRUST | 315,003 | 40,030.6 | -5.01% | 17.540 | -0.99% | 0.200 | +24.71% | +10.86% | 23,952.8 | ||
PAAA | PGIM AAA CLO ETF | 225,232 | 11,556.7 | +115.55% | 5.060 | +2.71% | 0.380 | +0.74% | +0.43% | 3,914.3 | ||
IWR | iShares Russell Mid-Cap ETF | 89,367 | 7,602.4 | +6.65% | 3.330 | +0.21% | 0.020 | +16.42% | +7.64% | 43,729.1 | ||
IWF | iShares Russell 1000 Growth ETF | 16,768 | 6,054.9 | -1.22% | 2.650 | -0.04% | 0.010 | +24.91% | +8.72% | 113,994.5 | ||
IWD | iShares Russell 1000 Value ETF | 29,129 | 5,480.8 | +5.27% | 2.400 | +0.12% | 0.010 | +11.51% | +7.51% | 63,002.5 | ||
FMAY |
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
| 113,948 | 5,262.0 | -9.92% | 2.310 | -0.25% | 0.630 | +13.71% | +6.97% | 1,013.5 | ||
DMAY |
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
| 111,561 | 4,417.7 | -25.03% | 1.940 | -0.65% | 1.990 | +13.62% | +6.31% | 283.7 | ||
FAPR |
FT Vest U.S. Equity Buffer ETF - April
FT Vest U.S. Equity Buffer ETF - April
| 103,181 | 4,219.1 | -11.62% | 1.850 | -0.24% | 0.570 | +9.23% | +3.22% | 833.2 | ||
AAPL | Apple Inc | 17,031 | 3,783.1 | +2.47% | 1.660 | +0.04% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware |
Tanglewood Legacy Advisors, LLC's Historical Top Holdings Breakdowns
Tanglewood Legacy Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PAAA | PGIM AAA CLO ETF | 2025-03-31 | Add Add | +2.71% | 51.15 ($51.33) 51.52 | $51.42 | 0.18% | Add 115.55% | 225,232 | 120,742 | |
IUSV | ISHARES TRUST | 2025-03-31 | Add Add | +1.34% | 90 ($93.85) 96.32 | $97.07 | 3.43% | Add 5.73% | 609,152 | 33,036 | |
IUSG | ISHARES TRUST | 2025-03-31 | Reduce Reduce | -0.99% | 126.86 ($138.28) 146.45 | $154.48 | 11.72% | Reduce -5.01% | 315,003 | -16,599 | |
DMAY |
FT Vest U.S. Equity Deep Buffer ETF - May
FT Vest U.S. Equity Deep Buffer ETF - May
| 2025-03-31 | Reduce Reduce | -0.65% | 39.11 ($40.89) 41.9 | $43.31 | 5.92% | Reduce -25.03% | 111,561 | -37,255 | |
RDIV |
Invesco S&P Ultra Dividend Revenue ETF
Invesco S&P Ultra Dividend Revenue ETF
| 2025-03-31 | Reduce Reduce | -0.43% | 47.27 ($49.12) 50.63 | $49.77 | 1.32% | Reduce -76.2% | 6,433 | -20,597 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.32% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -17.24% | 6,189 | -1,289 | |
DAPR |
FT Vest U.S. Equity Deep Buffer ETF - April
FT Vest U.S. Equity Deep Buffer ETF - April
| 2025-03-31 | Reduce Reduce | -0.31% | 36.57 ($37.5) 37.9 | $37.97 | 1.24% | Reduce -21.09% | 72,940 | -19,489 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Reduce Reduce | -0.27% | 37.84 ($40.57) 42.31 | $43.57 | 7.39% | Reduce -27.06% | 42,517 | -15,770 | |
FMAY |
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
| 2025-03-31 | Reduce Reduce | -0.25% | 45.66 ($47.63) 48.85 | $50.74 | 6.52% | Reduce -9.92% | 113,948 | -12,550 | |
FAPR |
FT Vest U.S. Equity Buffer ETF - April
FT Vest U.S. Equity Buffer ETF - April
| 2025-03-31 | Reduce Reduce | -0.24% | 40.29 ($41.59) 42.24 | $42.62 | 2.48% | Reduce -11.62% | 103,181 | -13,562 |
Tanglewood Legacy Advisors, LLC Total Holding History ($B)
Tanglewood Legacy Advisors, LLC's Asset Allocation
Tanglewood Legacy Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Tanglewood Legacy Advisors, LLC's Hypothetical Growth since 2025-03-31
Tanglewood Legacy Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tanglewood Legacy Advisors, LLC's Holdings Heat Map
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Tanglewood Legacy Advisors, LLC's Holdings Bubble Chart
Tanglewood Legacy Advisors, LLC News
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