Tanglewood Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
40
- Value ($000)
$1,014,382
- Date Filed07/21/2025
- Form type13F-HR
- CIK0001454308
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $171.85 M | 17 % | 565,435 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $156.19 M | 15 % | 2,739,624 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $125.70 M | 12 % | 1,055,521 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $80.60 M | 8 % | 1,347,593 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $72.06 M | 7 % | 1,155,471 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $54.13 M | 5 % | 565,204 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $50.82 M | 5 % | 166,719 | ||
FRDM EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | $44.75 M | 4 % | 1,107,772 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $44.00 M | 4 % | 79,758 | ||
FPAG INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | 30254T577 | $37.31 M | 4 % | 1,097,525 |
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