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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 $233,916,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 576,116 $53,342,570 22.8%
2.
Ishares Trust
 IEF 331,602 $46,208,682 19.75%
3.
Ishares Trust
 IEF 83,792 $7,407,210 3.16%
4.
Ishares Trust
 IEF 16,975 $6,816,778 2.91%
5.
First Trust
 148,816 $6,062,657 2.59%
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)