Tanglewood Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
36
- Value ($000)
$888,919
- Date Filed04/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $129.37 M | 15 % | 470,705 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $125.31 M | 14 % | 1,060,696 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $106.57 M | 12 % | 2,096,680 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $75.01 M | 8 % | 1,272,287 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $53.27 M | 6 % | 558,606 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $52.78 M | 6 % | 183,188 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $37.63 M | 4 % | 80,240 | ||
FPAG INVESTMENT MANAGERS SER TR I | FPA GBL EQTY ETF | 30254T577 | $33.44 M | 4 % | 1,113,468 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $33.24 M | 4 % | 559,633 | ||
FNDX SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | $29.13 M | 3 % | 1,233,735 |
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