Portfolio (Quarterly)
Guide ↗
Tanglewood Wealth Management, Inc.
· CIK 0001454308| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | — | 567,028 | $54.7M | 5.08% | SOLD |
| 2 | XLRE | SELECT SECTOR SPDR TR | — | 19,128 | $806K | 0.07% | SOLD |
| 3 | SCHH | SCHWAB STRATEGIC TR | — | 28,507 | $615K | 0.06% | SOLD |
| 4 | ACWV | ISHARES INC | — | 5,058 | $607K | 0.06% | SOLD |
| 5 | IYR | ISHARES TR | — | 3,344 | $325K | 0.03% | SOLD |
| 6 | SO | SOUTHERN CO | Utilities | 2,321 | $220K | 0.02% | SOLD |
Sector Allocation
Financial Services
98.7%
Technology
0.8%
Communication Services
0.6%