13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002020781
Total reported value
$310.9M
$310.9M
44 檔
37.4%
During the Q3 2024 filing period, Tenon Financial LLC (CIK: 0002020781) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $310.9M across 44 reported positions.
In Q3 2024, Tenon Financial LLC displayed an active expansion posture, initiating 5 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.88% | +0.50% | +12.09% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 18.65% | +1.36% | +11.80% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 14.56% | -1.07% | +7.27% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.75% | — | +20.33% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.11% | -0.44% | +2.27% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.27% | -0.22% | +5.81% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.88% | -0.06% | — | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.60% | -0.24% | +42.30% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.47% | — | +34.37% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.37% | +0.06% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.14% | -0.38% | |
| 12 | TT | Trane Technologies plc | Stock-Industrials | 0.99% | -0.08% | — | |
| 13 | TYL | Tyler Technologies Inc | Stock-Tech | 0.76% | -0.06% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.19% | — | |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.60% | -0.24% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | -0.05% | -1.39% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.06% | -2.89% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.20% | -1.19% | |
| 19 | CMF | Ishares California Muni Bond | ETF-Other | 0.49% | — | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | +0.16% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | +0.08% | +0.39% | |
| 22 | XPO | Xpo Inc | Stock-Industrials | 0.42% | -0.06% | — | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.09% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | -0.02% | +50.33% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.32% | -0.09% | EXIT | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.30% | -0.02% | +28.02% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | +0.06% | +0.08% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.08% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.01% | -3.67% | |
| 30 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.24% | -0.06% | — | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.24% | -0.02% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.24% | +0.01% | +1.45% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.21% | +0.02% | +37.57% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | -0.01% | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.20% | -0.01% | — | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | — | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.03% | — | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.18% | +0.01% | +29.87% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | — | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | — | +1.00% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.16% | — | +0.93% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.16% | -0.02% | +0.87% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | -2.44% |
According to official SEC Form 13F filings, Tenon Financial LLC reported a total U.S. public equity portfolio value of $310.9M across 44 disclosed positions in Q3 2024.
During Q3 2024, Tenon Financial LLC's top holdings by market value included VOO (23.9%)、VXF (18.6%)、BND (14.6%). The largest single position, VOO, represented 23.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, BND) accounted for 37.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
BSCR
市值: $898.4K
Top Position Liquidated / Trimmed
AMAT
前期市值: $214.8K
In Q3 2024, Tenon Financial LLC made 32 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 6 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.