Tanglewood Legacy Advisors, LLC
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
293
- Value ($000)
$228,174
- Date Filed04/22/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSV ISHARES CORE | MF CLOSED AND MF OPEN | 464287663 | $56.22 M | 25 % | 609,152 | ||
IUSG ISHARES S&P | MF CLOSED AND MF OPEN | 464287671 | $40.03 M | 18 % | 315,003 | ||
PGIM AAA | MF CLOSED AND MF OPEN | 69344A834 | $11.56 M | 5 % | 225,232 | ||
IWR ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287499 | $7.60 M | 3 % | 89,367 | ||
IWF ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287614 | $6.05 M | 3 % | 16,768 | ||
IWD ISHARES RUSSELL | MF CLOSED AND MF OPEN | 464287598 | $5.48 M | 2 % | 29,129 | ||
FMAY FIRST TRUST | MF CLOSED AND MF OPEN | 33740F748 | $5.26 M | 2 % | 113,948 | ||
DMAY FIRST TRUST | MF CLOSED AND MF OPEN | 33740F730 | $4.42 M | 2 % | 111,561 | ||
FAPR FIRST TRUST | MF CLOSED AND MF OPEN | 33740U885 | $4.22 M | 2 % | 103,181 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $3.78 M | 2 % | 17,031 |
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