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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 :
7 |
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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 |
|
IYR |
iShares Dow Jones US Real E... |
25 |
- |
$88.33 |
$451,000 |
5,020 |
0.06% |
-8,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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AAPL |
Apple Inc |
26 |
- |
$189.84 |
$410,000 |
2,392 |
0.05% |
-50,000 |
0 |
0 |
Personal Computers |
|
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JEPI |
Jpmorgan Equity Premium Inc... |
27 |
- |
$0.00 |
$407,000 |
7,040 |
0.05% |
20,000 |
0 |
0.001 |
N/A |
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GOOGL |
Alphabet Inc |
28 |
- |
$174.18 |
$347,000 |
2,300 |
0.04% |
26,000 |
0 |
0 |
Search Engines & Info... |
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SCHD |
Schwab US Dividend Equity ETF |
29 |
- |
$80.00 |
$287,000 |
3,559 |
0.04% |
16,000 |
0 |
0.001 |
N/A |
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IDV |
iShares Dow Jones EPAC Sele... |
30 |
- |
$0.00 |
$240,000 |
8,575 |
0.03% |
0 |
0 |
0.007 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
32 |
- |
$97.08 |
$207,000 |
2,114 |
0.03% |
-3,000 |
0 |
0 |
Closed - End Fund - E... |
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