Tanglewood Wealth Management, Inc.
CIK: 0001454308SEC EDGAR →
Portfolio Value
$1.0M
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 563,822 | $189K | 18.37% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,925,381 | $182K | 17.69% |
| 3 | ISHARES 3-7 YEAR TREASURY BOND ETF | 1,480,366 | $176K | 17.10% |
| 4 | ISHARES GOLD TRUST | 1,042,001 | $84K | 8.16% |
| 5 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1,405,143 | $84K | 8.16% |
| 6 | FREEDOM 100 EMERGING MARKETS ETF | 1,124,159 | $57K | 5.54% |
| 7 | SPDR GOLD SHARES | 143,657 | $56K | 5.44% |
| 8 | FPA GLOBAL EQUITY ETF | 1,085,742 | $40K | 3.89% |
| 9 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,316,823 | $35K | 3.40% |
| 10 | ISHARES RUSSELL 3000 ETF | 74,744 | $28K | 2.72% |
Quarterly Changes
New Positions (35)
$189K · 564K shares
$182K · 2.9M shares
$176K · 1.5M shares
$84K · 1.0M shares
$84K · 1.4M shares
$57K · 1.1M shares
$56K · 144K shares
$40K · 1.1M shares
$35K · 1.3M shares
$28K · 75K shares
$27K · 283K shares
$24K · 122K shares
$21K · 805K shares
$7K · 78K shares
$5K · 91K shares
$5K · 140K shares
$4K · 56K shares
$2K · 20K shares
$1K · 3K shares
$1K · 41K shares
$1K · 8K shares
$0 · 1 shares
$0 · 1K shares
$0 · 4K shares
$0 · 7K shares
$0 · 29K shares
$0 · 6K shares
$0 · 7K shares
$0 · 3K shares
$0 · 72K shares
$0 · 6K shares
$0 · 11K shares
$0 · 2K shares
$0 · 2K shares
$0 · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $884K | 85.9% |
| Unknown | 6 | $144K | 14.0% |
| Communication Services | 1 | $1K | 0.1% |
| Technology | 2 | $0 | 0.0% |