Tanglewood Wealth Management, Inc.: 13F holdings
CIK 14543082026Q2
| Positions | 44 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD TOTAL STOCK MARKET ETF | 646,444 | $239.2m | 20.3% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 2,953,730 | $210.5m | 17.9% |
| IEI ISHARES 3-7 YEAR TREASURY BOND ETF | 1,445,259 | $169.7m | 14.4% |
| VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1,026,225 | $60.5m | 5.1% |
| IAU ISHARES GOLD TR | 780,110 | $58.9m | 5.0% |
| FREEDOM 100 EMERGING MARKETS ETF | 795,880 | $58.0m | 4.9% |
| QQQ INVESCO QQQ TRUST SERIES I | 76,145 | $56.1m | 4.8% |
| FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,719,646 | $53.5m | 4.5% |
| SCHB SCHWAB U.S. BROAD MARKET ETF | 1,577,486 | $45.7m | 3.9% |
| GLD SPDR GOLD TR | 109,503 | $40.3m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1454308")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.