Tenon Financial LLC

Q4 2024 13F Holdings

  • Location
    metuchen, NJ
  • Num holdings

    46

  • Value ($000)

    $154,424

  • Date Filed
    01/28/2025
  • Form type
    13F-HR
  • CIK
    0002020781
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$36.79M
24 %

68,452

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$28.54M
19 %

149,818

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$21.47M
14 %

298,465

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$16.51M
11 %

280,635

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$10.84M
7 %

227,131

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$6.59M
4 %

22,779

AAPL
AAPL

APPLE INC

COM
037833100
$3.17M
2 %

12,997

BSCQ
BSCQ

INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB
46138J791
$3.13M
2 %

160,917

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$2.89M
2 %

22,540

BSCP
BSCP

INVESCO EXCH TRD SLF IDX FD

BULSHS 2025 CB
46138J825
$2.60M
2 %

125,892

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