Tanglewood Wealth Management, Inc. - Portfolio overview

Tanglewood Wealth Management, Inc. has 45 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 15.07%
2. IEI - ISHARES 3-7 YEAR TREASURY BOND ETF, 14.98%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 14.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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