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CIK: 0001454308
Total reported value
$1.2B
$1.2B
34 檔
45.7%
In Q4 2024, Tanglewood Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $1.2B, distributed across 34 disclosed stock positions.
Tanglewood Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 4 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.79% | +4.57% | -2.06% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 19.36% | -1.25% | +32.80% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.98% | +2.44% | -12.35% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 7.31% | -1.69% | +4.68% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.48% | +1.11% | +17.10% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 5.21% | -1.07% | -0.32% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.93% | -1.17% | -2.01% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.21% | +0.62% | +162.55% | |
| 9 | FPAG | Fpa Global Equity ETF New | ETF-Other | 4.03% | — | +3.59% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.78% | -0.17% | -0.05% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.89% | +0.32% | -1.51% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.70% | +0.27% | -6.66% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.31% | +0.42% | +48.62% | |
| 14 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.18% | +1.35% | -34.44% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.96% | +0.70% | +200.87% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.91% | +0.04% | -1.22% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.73% | +0.01% | -1.88% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | +0.04% | -8.10% | |
| 19 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.46% | +0.09% | +12.64% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.23% | — | +0.04% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.06% | +64.80% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | — | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.10% | — | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | +27.71% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.08% | +0.01% | +199.98% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.02% | +53.91% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | +0.01% | +38.72% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.05% | — | — | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.04% | — | +7.97% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.04% | — | -0.32% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.03% | — | +200.00% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.02% | — | -3.89% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.02% | — | — |
According to official SEC Form 13F filings, Tanglewood Wealth Management, Inc. reported a total U.S. public equity portfolio value of $1.2B across 34 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEI, VEA) accounted for 45.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEF
市值: $827.7K
Top Position Liquidated / Trimmed
XLRE
前期市值: $10.8M
During Q4 2024, Tanglewood Wealth Management, Inc.'s top holdings by market value included VTI (21.8%)、IEI (19.4%)、VEA (8.0%). The largest single position, VTI, represented 21.8% of total portfolio value.
In Q4 2024, Tanglewood Wealth Management, Inc. made 35 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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