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Tanglewood Wealth Management, Inc. → PDI
Tanglewood Wealth Management, Inc. PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
1
Latest value
$50.9M
Q3 2026
Peak value
$50.9M
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50.9M | 2.01M | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
Other Tanglewood Wealth Management, Inc. positions
VGES
$239.2MVANGUARD TOTAL STOCK MARKET ETF
VGES
$237.9MVANGUARD TOTAL STOCK MARKET ETF
VGES
$210.7MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$210.5MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$190.6MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$189.4MISHARES 3-7 YEAR TREASURY BOND ETF
VGES
$189MVANGUARD TOTAL STOCK MARKET ETF
VGES
$186.7MVANGUARD FTSE DEVELOPED MARKETS ETF