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| Name: |
TANGLEWOOD WEALTH MANAGEMENT, INC. |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77056 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Increased Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEI |
iShares Barclays 3-7 Year T... |
2 |
- |
$114.82 |
$141,035,000 |
1,217,815 |
17.43% |
103,000 |
14,604 |
1.041 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
3 |
- |
$49.56 |
$86,063,000 |
1,715,419 |
10.64% |
4,838,000 |
19,700 |
0.077 |
Closed - End Fund - F... |
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IAU |
iShares COMEX Gold Trust |
4 |
- |
$45.69 |
$50,623,000 |
1,205,013 |
6.26% |
4,291,000 |
17,930 |
0.067 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
13 |
- |
$84.89 |
$18,445,000 |
213,289 |
2.28% |
4,627,000 |
56,907 |
0.06 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
18 |
- |
$0.00 |
$5,165,000 |
69,586 |
0.64% |
293,000 |
335 |
0.001 |
N/A |
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TCAF |
T Rowe Price Capital Apprec... |
20 |
- |
$0.00 |
$2,688,000 |
88,907 |
0.33% |
1,986,000 |
63,506 |
0.099 |
N/A |
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