Tanglewood Wealth Management, Inc.
CIK: 1454308SEC EDGAR →
Portfolio Value
$665.3B
Holdings
38
As of
Q1 2026
New Positions
38
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD FTSE DEVELOPED MARKETS ETF | 2,913,636 | $186.7B | 28.06% |
| 2 | ISHARES GOLD TR | 917,288 | $80.9B | 12.15% |
| 3 | ISHARES 1-3 YEAR TREASURY BOND ETF | 932,323 | $77.0B | 11.57% |
| 4 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 1,280,740 | $76.3B | 11.46% |
| 5 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 1,702,554 | $47.4B | 7.13% |
| 6 | FREEDOM 100 EMERGING MARKETS ETF | 790,796 | $43.2B | 6.50% |
| 7 | SCHWAB U.S. BROAD MARKET ETF | 1,534,891 | $38.5B | 5.79% |
| 8 | GMO ETF TRUST | 815,764 | $29.5B | 4.44% |
| 9 | ISHARES MSCI EAFE ETF | 274,240 | $26.6B | 4.00% |
| 10 | VANGUARD REAL ESTATE ETF | 225,487 | $20.0B | 3.01% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $578.8B | 87.0% |
| Unknown | 7 | $86.1B | 12.9% |
| Technology | 3 | $409.8M | 0.1% |
| Communication Services | 1 | $750K | 0.0% |