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CIK: 0001892929
Total reported value
$1.2B
$1.2B
87 檔
25.2%
As reported in its official Q1 2024 Form 13F filing, Tanager Wealth Management LLP's tracked investment portfolio stood at $1.2B with 87 total positions.
During Q1 2024, Tanager Wealth Management LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.01% | -0.31% | -0.17% | |
| 2 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.86% | -1.13% | -31.06% | |
| 3 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 9.53% | -0.02% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.37% | -0.33% | +9.05% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 6.10% | -0.08% | +6.54% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.50% | -0.10% | +10.89% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.26% | -0.31% | +7.30% | |
| 8 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 3.25% | -0.44% | +20.98% | |
| 9 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 3.13% | -0.50% | +19.90% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.00% | -0.06% | +0.56% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.82% | +0.04% | +10.92% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.73% | +0.01% | +11.41% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.47% | +0.24% | +2.95% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.45% | -0.15% | +49.69% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.16% | -0.21% | -2.22% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.11% | -0.03% | +11.06% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 2.06% | +0.07% | -0.86% | |
| 18 | PICB | Invesco International Corpor | ETF-Other | 1.94% | +0.27% | +8.62% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.44% | -0.06% | -1.43% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.42% | — | +13.32% | |
| 21 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.27% | — | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | -0.14% | +4.37% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.03% | -1.36% | |
| 24 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.83% | — | -10.92% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | +0.05% | +29.21% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.04% | -27.51% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.05% | -6.34% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.07% | +4.00% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.43% | -0.03% | +8.16% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | +0.55% | +0.92% | |
| 31 | VANI | Vivani Medical Inc | Stock-Other | 0.39% | -0.01% | -21.09% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.39% | -0.01% | +4.22% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.01% | +9.75% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | +93.96% | |
| 35 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.19% | — | -15.04% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.18% | +0.01% | — | |
| 37 | COP | Conocophillips | Stock-Energy | 0.17% | +0.02% | — | |
| 38 | PCOR | Procore Technologies Inc | Stock-Tech | 0.16% | — | -29.72% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | +0.03% | NEW | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | -0.01% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | +0.01% | +29.93% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.13% | +0.01% | -1.62% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.13% | — | +12.37% | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.12% | — | -8.04% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.12% | -0.01% | +6.58% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | -0.01% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.17% | -15.14% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.10% | EXIT | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.10% | -0.01% | +13.66% | |
| 50 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.10% | +1.11% | -96.71% |
According to official SEC Form 13F filings, Tanager Wealth Management LLP reported a total U.S. public equity portfolio value of $1.2B across 87 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, XHLF, XTEN) accounted for 25.2% of total reported equity market value during Q1 2024.
During Q1 2024, Tanager Wealth Management LLP's top holdings by market value included VTI (15.0%)、XHLF (9.9%)、XTEN (9.5%). The largest single position, VTI, represented 15.0% of total portfolio value.
In Q1 2024, Tanager Wealth Management LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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