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Home > Institutional Investor > Tanglewood Legacy Advisors, Llc > 13F Holdings

Instuitional Investor - Tanglewood Legacy Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 336,216 $52,150,476 18.86%
2.
Ishares Trust
 IEF 381,429 $39,001,093 14.11%
3.
Invesco S&P
 284,639 $32,707,820 11.83%
4.
Pgim Aaa
 223,556 $11,441,575 4.14%
5.
Ishares Trust
 IEF 91,595 $8,905,823 3.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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