The Analysis of Tanglewood Wealth Management, Inc.'s Holdings
Currently, Tanglewood Wealth Management, Inc. holds 35 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in IEI (+434.4K shares, valued at $51.8M), VEA (+180.6K shares, valued at $11.3M), N/A (+90.6K shares, valued at $5.9M); decreased their positions in VNQ (-199.1K shares, valued at $17.6M), N/A (-113.0K shares, valued at $9.2M), GLD (-22.5K shares, valued at $8.9M); initiated new positions in N/A (+90.6K shares, valued at $5.9M), BND (+3.7K shares, valued at $273.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD TOTAL STOCK MARKET ETF563.8K shares0.88%2025-12-312026-01-29
VEA VANGUARD FTSE DEVELOPED MARKETS ETF2.9M shares6.58%2025-12-312026-01-29 IEI ISHARES 3-7 YEAR TREASURY BOND ETF1.5M shares41.53%2025-12-312026-01-29 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF1.4M shares2.58%2025-12-312026-01-29 FRDM FREEDOM 100 EMERGING MARKETS ETF1.1M shares0.73%2025-12-312026-01-29 GLD SPDR GOLD SHARES143.7K shares-13.52%2025-12-312026-01-29 FPAG FPA GLOBAL EQUITY ETF1.1M shares1.23%2025-12-312026-01-29 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF1.3M shares7.63%2025-12-312026-01-29 IWV ISHARES RUSSELL 3000 ETF74.7K shares-0.58%2025-12-312026-01-29 EFA ISHARES MSCI EAFE ETF282.8K shares-2.76%2025-12-312026-01-29 QUAL ISHARES MSCI USA QUALITY FACTOR ETF121.6K shares-2.27%2025-12-312026-01-29 SCHB SCHWAB U.S. BROAD MARKET ETF805.3K shares-12.60%2025-12-312026-01-29 VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF78.4K shares-3.52%2025-12-312026-01-29 TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF139.8K shares5.77%2025-12-312026-01-29 IEFA ISHARES CORE MSCI EAFE ETF55.8K shares-0.48%2025-12-312026-01-29 EFG ISHARES MSCI EAFE GROWTH ETF20.4K shares-1.31%2025-12-312026-01-29 FEOE FIRST EAGLE OVERSEAS EQUITY ETF41.2K shares-16.34%2025-12-312026-01-29 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF8.5K shares43.82%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TRUST1.8K shares-24.85%2025-12-312026-01-29 SCHX SCHWAB U.S. LARGE-CAP ETF29.2K shares-0.00%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-12-312026-01-29 AAPL APPLE INC COM2.7K shares0.00%2025-12-312026-01-29 MSFT MICROSOFT CORP COM1.5K shares0.00%2025-12-312026-01-29 SHY ISHARES 1-3 YEAR TREASURY BOND ETF7.4K shares51.88%2025-12-312026-01-29 EFV ISHARES MSCI EAFE VALUE ETF6.0K shares0.00%2025-12-312026-01-29 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF7.0K shares0.00%2025-12-312026-01-29 VNQ VANGUARD REAL ESTATE ETF4.0K shares-98.03%2025-12-312026-01-29 SCHD SCHWAB US DIVIDEND EQUITY ETF10.7K shares0.00%2025-12-312026-01-29 IWD ISHARES RUSSELL 1000 VALUE ETF1.3K shares24.22%2025-12-312026-01-29 BND VANGUARD BD INDEX FDS3.7K sharesnew addition2025-12-312026-01-29 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF5.5K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available