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Home > Institutional Investor > Tanglewood Wealth Management, Inc. > Profile

Instuitional Investor - Tanglewood Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Tanglewood Wealth Management, Inc.
Portfolio Value $888,918,999
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 470,705 $129,368,808 14.55%
2.
Ishares Tr
 1,060,696 $125,305,434 14.1%
3.
Vanguard Tax-Managed Intl Fd - FTSE DEV MKT ETF
 2,096,680 $106,574,250 11.99%
4.
Ishares Trust
 IAU 1,272,287 $75,014,042 8.44%
5.
Ishares Trust
 IEF 558,606 $53,274,254 5.99%
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)