StockDriftsStockDriftsTop 38 Tanglewood Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 15.78% | 594.0K | $190.6M | +5.36%(+30.21K) | $209.88(+73.77%) | 2026-03-31 | |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 15.69% | 1.60M | $189.4M | +7.87%(+116.46K) | $119.11(-1.29%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 15.46% | 2.91M | $186.7M | -0.40%(-11.74K) | $49.28(+43.32%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 6.7% | 917.3K | $80.9M | -11.97%(-124.71K) | $36.44(+142.04%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 6.38% | 932.3K | $77.0M | +12543.38%(+924.95K) | $82.69(-0.61%) | 2026-03-31 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 6.32% | 1.28M | $76.3M | -8.85%(-124.40K) | $59.17(-0.32%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.5% | 126.2K | $54.3M | -12.16%(-17.47K) | $174.95(+146.08%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 3.93% | 1.70M | $47.4M | +29.29%(+385.73K) | $20.35(+49.86%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 3.66% | 76.5K | $44.1M | +6.12%(+4.41K) | $359.94(+98.56%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 3.58% | 790.8K | $43.2M | -29.65%(-333.36K) | $34.48(+96.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.77% | +43.42% |
| Top 20 Holdings Unweighted | +12.80% | +43.51% |
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