0001085146-20-000401.txt : 20200204
0001085146-20-000401.hdr.sgml : 20200204
20200204170846
ACCESSION NUMBER: 0001085146-20-000401
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200204
DATE AS OF CHANGE: 20200204
EFFECTIVENESS DATE: 20200204
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tanglewood Wealth Management, Inc.
CENTRAL INDEX KEY: 0001454308
IRS NUMBER: 760627440
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13327
FILM NUMBER: 20574793
BUSINESS ADDRESS:
STREET 1: 1400 POST OAK BLVD
STREET 2: SUITE 550
CITY: HOUSTON
STATE: TX
ZIP: 77056
BUSINESS PHONE: 713-840-8880
MAIL ADDRESS:
STREET 1: 1400 POST OAK BLVD
STREET 2: SUITE 550
CITY: HOUSTON
STATE: TX
ZIP: 77056
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001454308
XXXXXXXX
12-31-2019
12-31-2019
false
Tanglewood Wealth Management, Inc.
1400 POST OAK BLVD
SUITE 550
HOUSTON
TX
77056
13F HOLDINGS REPORT
028-13327
N
Keith A. Fenstad
Chief Compliance Officer
713-840-8880
/s/ Keith A. Fenstad
Houston
TX
02-04-2020
0
19
519757
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ENNIS INC
COM
293389102
249
11486
SH
SOLE
0
0
11486
EXXON MOBIL CORP
COM
30231G102
298
4273
SH
SOLE
0
0
4273
ISHARES TR
3 7 YR TREAS BD
464288661
103570
823622
SH
SOLE
823622
0
0
ISHARES TR
CORE MSCI TOTAL
46432F834
710
11473
SH
SOLE
11473
0
0
ISHARES TR
EAFE VALUE ETF
464288877
31246
625788
SH
SOLE
625788
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
2857
38324
SH
SOLE
38324
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
36302
192596
SH
SOLE
192596
0
0
ISHARES TR
USA QUALITY FCTR
46432F339
17757
175816
SH
SOLE
175816
0
0
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
25598
599758
SH
SOLE
599758
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
26341
342631
SH
SOLE
342631
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1110
14445
SH
SOLE
14445
0
0
SCHWAB STRATEGIC TR
US REIT ETF
808524847
6071
132084
SH
SOLE
132084
0
0
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
19529
757814
SH
SOLE
757814
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
327
1017
SH
SOLE
1017
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
240
1600
SH
SOLE
0
0
1600
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
28581
308022
SH
SOLE
308022
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
114356
698911
SH
SOLE
698911
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
75264
1400269
SH
SOLE
1400269
0
0
VANGUARD STAR FD
VG TL INTL STK F
921909768
29351
527050
SH
SOLE
527050
0
0