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Home > Institutional Investor > Tanglewood Legacy Advisors, Llc > Profile

Instuitional Investor - Tanglewood Legacy Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Tanglewood Legacy Advisors, Llc
Portfolio Value $183,059,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 516,566 $43,561,993 23.79%
2.
Ishares Trust
 IEF 306,242 $31,879,803 17.41%
3.
First Trust
 184,353 $6,656,853 3.63%
4.
First Trust
 152,929 $6,337,378 3.46%
5.
Ishares Trust
 IEF 71,422 $5,551,639 3.03%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)