Universe · entity
Tanglewood Wealth Management, Inc.
Institutional manager (13F) · CIK 1454308
13F holdings · as of 2026-03-31 · top 38 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $191M | 594,030 |
| 2 | ISHARES 3-7 YEAR TREASURY BOND ETF | $189M | 1,596,822 |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | $187M | 2,913,636 |
| 4 | ISHARES GOLD TR | $81M | 917,288 |
| 5 | ISHARES 1-3 YEAR TREASURY BOND ETF | $77M | 932,323 |
| 6 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $76M | 1,280,740 |
| 7 | SPDR GOLD TR | $54M | 126,187 |
| 8 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $47M | 1,702,554 |
| 9 | INVESCO QQQ TRUST SERIES I | $44M | 76,477 |
| 10 | FREEDOM 100 EMERGING MARKETS ETF | $43M | 790,796 |
| 11 | SCHWAB U.S. BROAD MARKET ETF | $39M | 1,534,891 |
| 12 | ISHARES RUSSELL 3000 ETF | $35M | 93,323 |
| 13 | GMO ETF TRUST | $30M | 815,764 |
| 14 | ISHARES MSCI EAFE ETF | $27M | 274,240 |
| 15 | ISHARES MSCI USA QUALITY FACTOR ETF | $23M | 120,887 |
| 16 | VANGUARD REAL ESTATE ETF | $20M | 225,487 |
| 17 | FIRST EAGLE OVERSEAS EQUITY ETF | $16M | 310,761 |
| 18 | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6M | 69,322 |
| 19 | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $5M | 146,668 |
| 20 | ISHARES CORE MSCI EAFE ETF | $5M | 54,279 |
| 21 | ISHARES MSCI EAFE GROWTH ETF | $2M | 18,883 |
| 22 | FPA GLOBAL EQUITY ETF | $2M | 47,179 |
| 23 | AMERICAN CENTY ETF TR | $1M | 13,602 |
| 24 | SELECT SECTOR SPDR TR | $1M | 27,682 |
| 25 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1M | 8,063 |
| 26 | SCHWAB U.S. LARGE-CAP ETF | $750k | 29,250 |
| 27 | ALPHABET INC CAP STK CL A | $750k | 2,607 |
| 28 | BERKSHIRE HATHAWAY INC DEL CL A | $718k | 1 |
| 29 | APPLE INC COM | $548k | 2,160 |
| 30 | ISHARES MSCI EAFE VALUE ETF | $444k | 5,972 |
| 31 | MICROSOFT CORP COM | $420k | 1,134 |
| 32 | ISHARES SILVER TR | $409k | 6,000 |
| 33 | PROFESIONALLY MANAGED PORTFO | $389k | 7,364 |
| 34 | SPDR S&P 500 ETF TRUST | $291k | 448 |
| 35 | ISHARES RUSSELL 1000 VALUE ETF | $281k | 1,313 |
| 36 | VANGUARD BD INDEX FDS | $272k | 3,695 |
| 37 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $236k | 5,550 |
| 38 | ISHARES TR | $204k | 1,347 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.