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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 $228,174,448
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 609,152 $56,218,611 24.64%
2.
Ishares Trust
 IEF 315,003 $40,030,572 17.54%
3.
Pgim Aaa
 225,232 $11,556,673 5.06%
4.
Ishares Trust
 IEF 89,367 $7,602,434 3.33%
5.
Ishares Trust
 IEF 16,768 $6,054,849 2.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)