Tanglewood Legacy Advisors, LLC ETFs

Tanglewood Legacy Advisors, LLC

$225 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MTUM Ishares Msci Usa Momentum Fact	$0	$72.4 Million 0.03% of portfolio	357	Q2 2024 Reduced 18.31%
DFSV Dimensional ETF Tr Dimensional	$0	$62.6 Million 0.03% of portfolio	2,034	Q1 2024 Reduced 78.52%
FMB First Tr Exchange Traded Fd Ii	$0	$61.4 Million 0.03% of portfolio	1,182	Q3 2024 Added 0.42%
EQWL Invesco Exchange Traded Fd Tr	$0	$58.3 Million 0.03% of portfolio	570	Q4 2022 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$58 Million 0.03% of portfolio	1,220	Q3 2024 Reduced 84.56%
PSK Spdr Ser Tr Spdr Ice Pfd Sec E	$0	$57.1 Million 0.03% of portfolio	1,601	Q4 2022 New
XMMO Invesco Exchange Traded Fd Tr	$0	$53.5 Million 0.02% of portfolio	445	Q4 2022 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$50.9 Million 0.02% of portfolio	1,000	Q1 2023 New
CLTL Invesco ETF Tr Ii Treas Collat	$0	$50 Million 0.02% of portfolio	473	Q4 2022 New
XLE Energy Sector Spdr	$0	$43.9 Million 0.02% of portfolio	500	Q4 2022 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$43.7 Million 0.02% of portfolio	404	Q1 2023 Reduced 1.22%
RWL Invesco Exchange Traded Fd Tr	$0	$40.3 Million 0.02% of portfolio	411	Q3 2024 Reduced 19.57%
OMFS Invesco Exchange Traded Self I	$0	$39.6 Million 0.02% of portfolio	1,000	Q1 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$39.3 Million 0.02% of portfolio	775	Q4 2022 New
PWV Invesco Exchange Traded Fd Tr	$0	$30.2 Million 0.01% of portfolio	517	Q4 2022 New
HTAB Hartford Fds Exchange Traded	$0	$25.3 Million 0.01% of portfolio	1,275	Q1 2023 New
PBW Invesco Exchange Traded Fd Tr	$0	$24.2 Million 0.01% of portfolio	1,209	Q3 2024 Added 0.33%
FIXD First Tr ETF Viii Tcw Opportun	$0	$21.7 Million 0.01% of portfolio	480	Q4 2023 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$20.5 Million 0.01% of portfolio	200	Q4 2022 New
AGG Ishares Core U.S. Aggregate Bo	$0	$17.7 Million 0.01% of portfolio	175	Q3 2024 Added 0.57%
XMVM Invesco ETF Fd Tr Invesco S&P	$0	$16.4 Million 0.01% of portfolio	295	Q4 2022 New
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$14.1 Million 0.01% of portfolio	86	Q2 2024 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$12.5 Million 0.01% of portfolio	104	Q4 2022 New
ACVF ETF Opportunities Tr American	$0	$12.2 Million 0.01% of portfolio	280	Q1 2024 Reduced 37.08%
MAGA ETF Ser Solutions	$0	$11.3 Million 0.01% of portfolio	230	Q1 2024 Reduced 39.47%
IYH Ishares Tr	$0	$7.15 Million 0.0% of portfolio	110	Q2 2024 Reduced 73.17%
AVUV American Centy ETF Tr Avantis	$0	$6.24 Million 0.0% of portfolio	65	Q2 2024 Reduced 77.82%
OEF Ishares S&P 100 ETF	$0	$3.88 Million 0.0% of portfolio	14	Q3 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$1.8 Million 0.0% of portfolio	23	Q3 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$1.72 Million 0.0% of portfolio	50	Q2 2023 New

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