Tanager Wealth Management LLP
Q4 2024 13F Holdings
- Locationgoring on thames, X0
- Num holdings
118
- Value ($000)
$770,679
- Date Filed01/27/2025
- Form type13F-HR
- CIK0001892929
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
XHLF BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | $109.77 M | 14 % | 2,179,540 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $105.49 M | 14 % | 364,013 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $62.94 M | 8 % | 1,316,265 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $44.38 M | 6 % | 478,593 | ||
BKAG BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 | $40.53 M | 5 % | 979,438 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $40.35 M | 5 % | 416,248 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $33.55 M | 4 % | 346,208 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $25.49 M | 3 % | 391,715 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $24.33 M | 3 % | 127,747 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $23.10 M | 3 % | 363,894 |
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