Tanglewood Wealth Management, Inc. Top Holdings and 13F Report (2025) About Tanglewood Wealth Management, Inc.Investment ActivityTanglewood Wealth Management, Inc. has $868.03 million in total holdings as of December 31, 2024.Tanglewood Wealth Management, Inc. owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.11% of the portfolio was purchased this quarter.About 4.47% of the portfolio was sold this quarter.This quarter, Tanglewood Wealth Management, Inc. has purchased 36 new stocks and bought additional shares in 16 stocks.Tanglewood Wealth Management, Inc. sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $189,173,055iShares 3-7 Year Treasury Bond ETF $168,053,449Vanguard FTSE Developed Markets ETF $69,302,535iShares Gold Trust $63,485,386Invesco QQQ $47,596,139 Largest New Holdings this Quarter iShares 7-10 Year Treasury Bond ETF $827,705 HoldingiShares 0-3 Month Treasury Bond ETF $200,640 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 359,189 shares (about $41.50M)Schwab Fundamental U.S. Large Company Index ETF 956,169 shares (about $22.64M)Schwab US Broad Market ETF 499,180 shares (about $11.33M)Invesco QQQ 13,598 shares (about $6.95M)Vanguard Real Estate ETF 73,546 shares (about $6.55M) Largest Sales this Quarter Alpha Architect Freedom 100 Emerging Market ETF 303,452 shares (about $9.92M)Vanguard FTSE Developed Markets ETF 204,155 shares (about $9.76M)Vanguard Total Stock Market ETF 13,724 shares (about $3.98M)iShares MSCI EAFE ETF 22,124 shares (about $1.67M)Vanguard Intermediate-Term Treasury Index ETF 15,114 shares (about $876.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTanglewood Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$189,173,055$3,977,356 ▼-2.1%652,74821.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$168,053,449$41,504,307 ▲32.8%1,454,37819.4%ETFVEAVanguard FTSE Developed Markets ETF$69,302,535$9,762,695 ▼-12.3%1,449,2378.0%ETFIAUiShares Gold Trust$63,485,386$2,840,537 ▲4.7%1,282,2747.3%FinanceQQQInvesco QQQ$47,596,139$6,951,722 ▲17.1%93,1015.5%FinanceGLDSPDR Gold Shares$45,199,860$143,341 ▼-0.3%186,6765.2%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$42,825,402$876,612 ▼-2.0%738,3694.9%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$36,571,652$22,642,096 ▲162.5%1,544,4104.2%ETFINVESTMENT MANAGERS SER TR I$34,973,006$1,211,291 ▲3.6%1,154,9874.0%FPA GBL EQTY ETFIWViShares Russell 3000 ETF$32,841,348$15,376 ▼0.0%98,2533.8%ETFQUALiShares MSCI USA Quality Factor ETF$25,099,842$384,119 ▼-1.5%140,9472.9%ETFEFAiShares MSCI EAFE ETF$23,442,427$1,672,796 ▼-6.7%310,0442.7%FinanceVNQVanguard Real Estate ETF$20,027,024$6,551,497 ▲48.6%224,8202.3%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$18,880,674$9,916,811 ▼-34.4%577,7442.2%ETFSCHBSchwab US Broad Market ETF$16,972,629$11,331,400 ▲200.9%747,6922.0%ETFVIGIVanguard International Dividend Appreciation ETF$7,920,770$97,828 ▼-1.2%99,0220.9%ETFEFGiShares MSCI EAFE Growth ETF$6,314,575$120,844 ▼-1.9%65,2130.7%ETFIEFAiShares Core MSCI EAFE ETF$4,213,778$371,570 ▼-8.1%59,9570.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$4,012,828$450,176 ▲12.6%120,6140.5%ETFVEUVanguard FTSE All-World ex-US ETF$2,036,541$746 ▲0.0%35,4730.2%ETFXLKTechnology Select Sector SPDR Fund$1,619,037$636,640 ▲64.8%6,9630.2%ETFSPYSPDR S&P 500 ETF Trust$1,452,3060.0%2,4780.2%FinanceIEFiShares 7-10 Year Treasury Bond ETF$827,705$827,705 ▲New Holding8,9530.1%ETFAAPLApple$765,333$166,039 ▲27.7%3,0560.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$693,707$462,456 ▲200.0%29,9260.1%ETFBRK.ABerkshire Hathaway$680,9200.0%10.1%FinanceGOOGLAlphabet$670,122$234,732 ▲53.9%3,5400.1%Computer and TechnologyMSFTMicrosoft$650,796$181,667 ▲38.7%1,5440.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$405,0110.0%7,0400.0%ETFIYRiShares U.S. Real Estate ETF$313,798$23,172 ▲8.0%3,3720.0%ETFEFViShares MSCI EAFE Value ETF$313,351$997 ▼-0.3%5,9720.0%ETFSCHDSchwab US Dividend Equity ETF$291,696$194,464 ▲200.0%10,6770.0%ETFSCHHSchwab U.S. REIT ETF$202,092$8,171 ▼-3.9%9,5960.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$200,640$200,640 ▲New Holding2,0000.0%ETFXLREReal Estate Select Sector SPDR Fund$0$10,816,349 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$214,085 ▼-100.0%00.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$0$205,138 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$200,619 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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