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Institutional Investment Manager
Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. (CIK: 0001454308), located at 1400 Post Oak Blvd, Houston, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 9 holdings with a total value of $227,618,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES RUSSELL 3000 ETF 641,631 79,549,000 34.95%
2 VANGUARD INTL EQUITY INDEX F 1,024,290 49,729,000 21.85%
3 ISHARES TR 215,062 26,444,000 11.62%
4 VANGUARD INDEX FDS 312,887 23,370,000 10.27%
5 SPDR GOLD TR 188,515 21,183,000 9.31%
6 SCHWAB INTERNATIONAL EQUITY ETF 496,493 15,128,000 6.65%
7 ISHARES GOLD TRUST ISHARES ETF 1,023,050 11,601,000 5.10%
8 WISDOMTREE TR 6,257 385,000 0.17%
9 ISHARES TR 3,605 229,000 0.10%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001514, filed 2015.07.28).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.