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CIK: 0002020781
Total reported value
$310.9M
$310.9M
46 檔
36.7%
The Q4 2024 SEC filing reveals that Tenon Financial LLC held a total portfolio value of $310.9M, covering 46 public equity positions.
In Q4 2024, Tenon Financial LLC displayed an active expansion posture, initiating 5 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, BND) accounted for 36.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.82% | +0.50% | +0.17% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 18.48% | +1.36% | -3.14% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 13.90% | -1.07% | +1.97% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.69% | — | +2.41% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.02% | -0.44% | -1.99% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.27% | -0.22% | +0.07% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.05% | -0.20% | +290.30% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.03% | -0.24% | +30.39% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.87% | -0.06% | — | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.68% | — | +16.86% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.39% | -0.24% | +141.50% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.06% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.14% | +2.19% | |
| 14 | TT | Trane Technologies plc | Stock-Industrials | 0.93% | -0.08% | — | |
| 15 | TYL | Tyler Technologies Inc | Stock-Tech | 0.73% | -0.06% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.19% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.06% | -4.93% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | -0.05% | +4.05% | |
| 19 | XPO | Xpo Inc | Stock-Industrials | 0.50% | -0.06% | — | |
| 20 | CMF | Ishares California Muni Bond | ETF-Other | 0.48% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | +0.24% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | -0.02% | +41.39% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.41% | +0.08% | +0.34% | |
| 24 | BN | Brookfield CORP | Stock-Financials | 0.36% | -0.02% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | +0.09% | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | -0.02% | -6.15% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 0.30% | -0.09% | EXIT | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | +0.06% | +200.08% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.01% | +3.15% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.08% | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | +0.01% | — | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.21% | -0.02% | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | -0.01% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.19% | -0.01% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.03% | — | |
| 36 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.17% | -0.06% | -1.87% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | — | — | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.16% | +0.01% | +1.05% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.16% | — | +1.73% | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.16% | — | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | — | -5.46% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | -11.44% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | — | — | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.15% | -0.02% | +1.20% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | +0.02% | -26.33% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.05% | — |
According to official SEC Form 13F filings, Tenon Financial LLC reported a total U.S. public equity portfolio value of $310.9M across 46 disclosed positions in Q4 2024.
During Q4 2024, Tenon Financial LLC's top holdings by market value included VOO (23.8%)、VXF (18.5%)、BND (13.9%). The largest single position, VOO, represented 23.8% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BN
市值: $563.3K
Top Position Liquidated / Trimmed
SPYV
前期市值: $292.6K
In Q4 2024, Tenon Financial LLC made 34 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 8 holdings, and fully liquidating 3 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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