TW
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Tanglewood Wealth Management, Inc.13F | |
| Tanglewood Wealth Management, Inc. | |
| Last update 2025-04-14 | 36 Stocks (3 new) |
| Value $889.00 Mil | Turnover 16 % |
Tanglewood Wealth Management, ... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 470,705 | 129,368.8 | -27.89% | 14.550 | -6.08% | 0.020 | +17.65% | +6.63% | 471,718.0 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 1,060,696 | 125,305.4 | -27.07% | 14.100 | -5.24% | 0.800 | +1.71% | +3.84% | 15,239.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 2,096,680 | 106,574.3 | +44.67% | 11.990 | +3.70% | 0.070 | +16.01% | +20.43% | 157,306.4 | ||
IAU | iShares Gold Trust | 1,272,287 | 75,014.0 | -0.78% | 8.440 | -0.06% | 0.170 | +3.84% | +27.85% | 47,689.5 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 558,606 | 53,274.3 | +6,139.32% | 5.990 | +5.89% | 0.150 | +1.85% | +3.98% | 34,503.6 | ||
GLD | SPDR Gold Shares ETF | 183,188 | 52,783.8 | -1.87% | 5.940 | -0.10% | 0.060 | +3.76% | +27.68% | 102,976.0 | ||
QQQ | INVESCO QQQ Trust | 80,240 | 37,626.3 | -13.81% | 4.230 | -0.76% | 0.010 | +22.10% | +8.69% | 355,935.0 | ||
FPAG | FPA Global Equity ETF | 1,113,468 | 33,437.4 | -3.59% | 3.760 | -0.14% | 18.190 | +21.82% | +15.08% | 217.2 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 559,633 | 33,242.2 | -24.21% | 3.740 | -1.19% | 0.110 | +1.80% | +3.94% | 31,515.5 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 1,233,735 | 29,128.5 | -20.12% | 3.280 | -0.85% | 0.170 | +13.37% | +6.13% | 18,861.9 |
Tanglewood Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Tanglewood Wealth Management, Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -6.08% | 271.18 ($290.53) 303.12 | $307.02 | 5.68% | Reduce -27.89% | 470,705 | -182,043 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +5.89% | 91.17 ($93.56) 95.39 | $94.32 | 0.81% | Add 6139.32% | 558,606 | 549,653 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -5.24% | 114.57 ($116.45) 118.14 | $117.95 | 1.29% | Reduce -27.07% | 1,060,696 | -393,682 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +3.70% | 47.4 ($50.6) 52.99 | $56.87 | 12.39% | Add 44.67% | 2,096,680 | 647,443 | |
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 2025-03-31 | New Buy New Buy | +3.04% | 107.24 ($112.99) 116.37 | $117.13 | 3.66% | New holding | 232,522 | 232,522 | |
VFMV |
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
| 2025-03-31 | New Buy New Buy | +2.88% | 119.38 ($124.93) 128.27 | $127.49 | 2.05% | New holding | 201,853 | 201,853 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -1.19% | 57.44 ($58.5) 59.4 | $59.15 | 1.11% | Reduce -24.21% | 559,633 | -178,736 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | Reduce Reduce | -0.85% | 23.03 ($24.17) 25.01 | $24.91 | 3.06% | Reduce -20.12% | 1,233,735 | -310,675 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.76% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Reduce -13.81% | 80,240 | -12,861 | |
FRDM |
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
| 2025-03-31 | Add Add | +0.66% | 32.66 ($34.85) 36.43 | $40.15 | 15.21% | Add 29.05% | 745,583 | 167,839 |
Tanglewood Wealth Management, Inc. Total Holding History ($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 |
|---|---|---|---|---|
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Tanglewood Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Tanglewood Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tanglewood Wealth Management, Inc.'s Holdings Heat Map
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Tanglewood Wealth Management, Inc.'s Holdings Bubble Chart
Tanglewood Wealth Management, Inc. News
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