Tanager Wealth Management LLP
Q2 2025 13F Holdings
- Locationgoring on thames, X0
- Num holdings
123
- Value ($000)
$847,900
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
XHLF BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | $110.85 M | 13 % | 2,202,075 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $110.28 M | 13 % | 816,665 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $68.29 M | 8 % | 1,197,908 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $63.57 M | 8 % | 209,124 | ||
BKAG BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 | $45.08 M | 5 % | 1,068,816 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $28.58 M | 3 % | 368,777 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $28.37 M | 3 % | 286,016 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $25.57 M | 3 % | 272,580 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $24.78 M | 3 % | 388,887 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $24.46 M | 3 % | 494,544 |
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