Tanager Wealth Management LLP
Q1 2025 13F Holdings
- Locationgoring on thames, X0
- Num holdings
116
- Value ($000)
$768,893
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
XHLF BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 09789C788 | $112.32 M | 15 % | 2,230,507 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $66.38 M | 9 % | 1,305,869 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $64.11 M | 8 % | 525,408 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $59.40 M | 8 % | 216,132 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $43.63 M | 6 % | 495,849 | ||
BKAG BNY MELLON ETF TRUST | CORE BOND ETF | 09661T602 | $43.27 M | 6 % | 1,027,061 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $34.13 M | 4 % | 345,050 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $25.52 M | 3 % | 363,504 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $23.89 M | 3 % | 399,852 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $22.35 M | 3 % | 493,785 |
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