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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Tanglewood Wealth Management, Inc.

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001454308-25-000008

Total Value
$1.08B
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769558,906$183.4M17.05%
2VANGUARD TAX-MANAGED INTL FD9219438582,744,800$164.5M15.28%
3ISHARES TR4642886611,045,950$125.0M11.62%
4ISHARES GOLD TRIAU1,154,959$84.0M7.81%
5VANGUARD SCOTTSDALE FDS92206C7061,369,751$82.2M7.64%
6SPDR GOLD TRGLD166,112$59.0M5.49%
7ISHARES TR464287440567,028$54.7M5.08%
8EA SERIES TRUST02072L6071,116,031$49.5M4.60%
9INVESCO QQQ TRIVZ79,217$47.6M4.42%
10INVESTMENT MANAGERS SER TR I30254T5771,072,589$38.4M3.57%
11SCHWAB STRATEGIC TR8085247711,223,475$32.2M2.99%
12ISHARES TR46428768975,182$28.5M2.65%
13ISHARES TR464287465290,844$27.2M2.52%
14ISHARES TR46432F339124,455$24.2M2.25%
15SCHWAB STRATEGIC TR808524102921,412$23.7M2.20%
16VANGUARD INDEX FDS922908553203,118$18.6M1.73%
17VANGUARD WHITEHALL FDS92194681081,305$7.3M0.68%
18T ROWE PRICE ETF INC87283Q867132,154$5.0M0.46%
19ISHARES TR46432F84256,033$4.9M0.45%
20ISHARES TR46428888520,642$2.4M0.22%
21RBB FUND TRUST75526L87849,208$2.3M0.21%
22SELECT SECTOR SPDR TR81369Y8035,886$1.7M0.15%
23SPDR S&P 500 ETF TRSPY2,374$1.6M0.15%
24ALPHABET INCGOOG3,540$860,5740.08%
25SELECT SECTOR SPDR TR81369Y86019,128$805,8630.07%
26MICROSOFT CORPMSFT1,506$780,0330.07%
27SCHWAB STRATEGIC TR80852420129,250$770,4440.07%
28BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.07%
29APPLE INCAAPL2,731$695,3950.06%
30SCHWAB STRATEGIC TR80852484728,507$614,8960.06%
31ISHARES INC4642865255,058$606,5550.06%
32ISHARES TR4642888775,972$405,0810.04%
33ISHARES TR4642874574,855$402,7710.04%
34J P MORGAN EXCHANGE TRADED F46641Q3327,040$401,9840.04%
35ISHARES TR4642877393,344$324,6360.03%
36SCHWAB STRATEGIC TR80852479710,677$291,4820.03%
37SOUTHERN COSOMN2,321$219,9610.02%
38ISHARES TR4642875981,057$215,1950.02%
39ISHARES TR4642884485,550$202,8530.02%