Tanglewood Legacy Advisors, LLC
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
299
- Value ($000)
$233,916
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001965616
- 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 |
|---|---|---|---|---|---|---|---|
IUSV ISHARES CORE | MF CLOSED AND MF OPEN | 464287663 | $53.34M | 23 % | 576,116 | ||
IUSG ISHARES S&P | MF CLOSED AND MF OPEN | 464287671 | $46.21M | 20 % | 331,602 | ||
IWR ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287499 | $7.41M | 3 % | 83,792 | ||
IWF ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287614 | $6.82M | 3 % | 16,975 | ||
DMAY FIRST TRUST | MF CLOSED AND MF OPEN | 33740F730 | $6.06M | 3 % | 148,816 | ||
FMAY FIRST TRUST | MF CLOSED AND MF OPEN | 33740F748 | $6.00M | 3 % | 126,498 | ||
PGIM AAA | MF CLOSED AND MF OPEN | 69344A834 | $5.35M | 2 % | 104,490 | ||
IWD ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287598 | $5.12M | 2 % | 27,670 | ||
FAPR FIRST TRUST | MF CLOSED AND MF OPEN | 33740U885 | $4.82M | 2 % | 116,743 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $4.38M | 2 % | 7,478 |
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