Tanglewood Wealth Management
$1.2B Assets Reported
40 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 594,030 | $191M | 15.8% |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1,596,822 | $189M | 15.7% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,913,636 | $187M | 15.5% |
| IAU | ISHARES GOLD TR | 917,288 | $81M | 6.7% |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 932,323 | $77M | 6.4% |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1,280,740 | $76M | 6.3% |
| GLD | SPDR GOLD TR | 126,187 | $54M | 4.5% |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,702,554 | $47M | 3.9% |
| QQQ | INVESCO QQQ TRUST SERIES I | 76,477 | $44M | 3.7% |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 790,796 | $43M | 3.6% |
Track Tanglewood Wealth Management's 13F portfolio: $1.2B in reported holdings, 40 positions. Top holdings, AUM, and quarterly changes on SentiSense.