Tanglewood Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
34
- Value ($000)
$868,029
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $189.17M | 22 % | 652,748 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $168.05M | 19 % | 1,454,378 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $69.30M | 8 % | 1,449,237 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $63.49M | 7 % | 1,282,274 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $47.60M | 6 % | 93,101 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $45.20M | 5 % | 186,676 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $42.83M | 5 % | 738,369 | ||
FNDX SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | $36.57M | 4 % | 1,544,410 | ||
FPAG INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | 30254T577 | $34.97M | 4 % | 1,154,987 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $32.84M | 4 % | 98,253 |
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