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Home > Institutional Investor > Tanglewood Legacy Advisors, Llc > Profile

Instuitional Investor - Tanglewood Legacy Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Tanglewood Legacy Advisors, Llc
Portfolio Value $309,849,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 335,931 $63,185,274 20.39%
2.
Ishares Trust
 IEF 383,487 $42,241,154 13.63%
3.
Invesco S&P
 291,325 $37,219,624 12.01%
4.
Pgim Aaa
 213,996 $10,971,591 3.54%
5.
Ishares Trust
 IEF 93,523 $10,317,506 3.33%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.