HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
708,076 | +145,854 | $167,970 |
| VTI | 708,076 | +145,854 | $167,970 |
| ISHARES TR (IEI) |
1,203,211 | -549,027 | $140,932 |
| IEI | 1,203,211 | -549,027 | $140,932 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
1,695,719 | +483,284 | $81,225 |
| VEA | 1,695,719 | +483,284 | $81,225 |
| ISHARES TR (IEF) |
583,896 | +583,896 | $56,282 |
| IEF | 583,896 | +583,896 | $56,282 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
828,446 | +598,302 | $49,143 |
| VGIT | 828,446 | +598,302 | $49,143 |
| ISHARES GOLD TR (IAU) |
1,187,083 | +412,407 | $46,332 |
| IAU | 1,187,083 | +412,407 | $46,332 |
| SCHWAB STRATEGIC TR |
660,992 | +147,130 | $40,942 |
| FNDX | 660,992 | +147,130 | $40,942 |
| INVESCO QQQ TR |
90,817 | +21,019 | $37,191 |
| QQQ | 90,817 | +21,019 | $37,191 |
| SPDR GOLD TR (GLD) |
194,331 | +64,646 | $37,150 |
| GLD | 194,331 | +64,646 | $37,150 |
| ISHARES TR (IWV) |
113,647 | +34,155 | $31,110 |
| IWV | 113,647 | +34,155 | $31,110 |
| ISHARES TR (EFA) |
361,441 | +58,239 | $27,235 |
| EFA | 361,441 | +58,239 | $27,235 |
| ISHARES TR (QUAL) |
163,183 | +55,057 | $24,011 |
| QUAL | 163,183 | +55,057 | $24,011 |
| EA SERIES TRUST |
518,859 | +120,889 | $17,070 |
| FRDM | 518,859 | +120,889 | $17,070 |
| SCHWAB STRATEGIC TR |
262,608 | +107,587 | $14,619 |
| SCHB | 262,608 | +107,587 | $14,619 |
| VANGUARD INDEX FDS (VNQ) |
156,382 | +41,080 | $13,818 |
| VNQ | 156,382 | +41,080 | $13,818 |
| VANGUARD WHITEHALL FDS (VIGI) |
124,033 | +47,416 | $9,841 |
| VIGI | 124,033 | +47,416 | $9,841 |
| ISHARES TR (EFG) |
87,187 | +25,028 | $8,444 |
| EFG | 87,187 | +25,028 | $8,444 |
| ISHARES TR (IEFA) |
69,251 | -1,316 | $4,872 |
| IEFA | 69,251 | -1,316 | $4,872 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
49,339 | -2,592 | $2,770 |
| VEU | 49,339 | -2,592 | $2,770 |
| SELECT SECTOR SPDR TR (XLK) |
5,071 | +1,268 | $976 |
| XLK | 5,071 | +1,268 | $976 |
| T ROWE PRICE ETF INC (TCAF) |
25,401 | +12,525 | $702 |
| TCAF | 25,401 | +12,525 | $702 |
| SCHWAB STRATEGIC TR |
11,417 | +82 | $644 |
| SCHX | 11,417 | +82 | $644 |
| ISHARES TR (EFV) |
9,876 | +361 | $515 |
| EFV | 9,876 | +361 | $515 |
| APPLE INC |
2,392 | +2,392 | $460 |
| AAPL | 2,392 | +2,392 | $460 |
| ISHARES TR (IYR) |
5,020 | +1,966 | $459 |
| IYR | 5,020 | +1,966 | $459 |
| MICROSOFT CORP |
1,190 | +1,190 | $447 |
| MSFT | 1,190 | +1,190 | $447 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
7,040 | +7,040 | $387 |
| JEPI | 7,040 | +7,040 | $387 |
| ALPHABET INC |
2,300 | +2,300 | $321 |
| GOOGL | 2,300 | +2,300 | $321 |
| SCHWAB STRATEGIC TR |
3,559 | +3,559 | $271 |
| SCHD | 3,559 | +3,559 | $271 |
| ISHARES TR (IDV) |
8,575 | +8,575 | $240 |
| IDV | 8,575 | +8,575 | $240 |
| ISHARES TR (ILF) |
7,955 | +7,955 | $231 |
| ILF | 7,955 | +7,955 | $231 |
See Full List: All Stocks Held By Tanglewood Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tanglewood Wealth Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $816,820 At 09/30/2023: $589,604 Tanglewood Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tanglewood Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
