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CIK: 0002020781
Total reported value
$310.9M
$310.9M
46 檔
58.8%
As reported in its official Q2 2025 Form 13F filing, Tenon Financial LLC's tracked investment portfolio stood at $310.9M with 46 total positions.
In Q2 2025, Tenon Financial LLC displayed an active expansion posture, initiating 0 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | ETF-Other | 27.00% | +1.36% | +105.26% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 19.09% | — | +102.38% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.99% | +0.50% | +4.01% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 10.03% | -1.07% | -8.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.67% | -0.44% | +1.45% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.36% | -0.22% | +1.67% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.49% | -0.24% | +1.17% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.34% | -0.06% | — | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.20% | -0.24% | +4.99% | |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.15% | — | +1.18% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.20% | — | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | +0.19% | +100.20% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.06% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.14% | — | |
| 15 | TT | Trane Technologies plc | Stock-Industrials | 0.57% | -0.08% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | -0.05% | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.02% | +100.11% | |
| 18 | TYL | Tyler Technologies Inc | Stock-Tech | 0.42% | -0.06% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.06% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | +0.56% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.33% | -0.02% | +4.41% | |
| 22 | CMF | Ishares California Muni Bond | ETF-Other | 0.32% | — | — | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.29% | -0.10% | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | +0.08% | — | |
| 25 | XPO | Xpo Inc | Stock-Industrials | 0.28% | -0.06% | — | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.21% | -0.14% | +86.75% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 0.21% | -0.09% | EXIT | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | +0.09% | +0.24% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | +0.01% | +0.13% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.08% | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | +0.06% | +0.04% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.17% | -0.02% | — | |
| 33 | BN | Brookfield CORP | Stock-Financials | 0.17% | -0.02% | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | +0.01% | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.14% | -0.01% | — | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.14% | -0.01% | — | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.14% | -0.06% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.03% | — | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.12% | +0.01% | +0.25% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | — | — | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.11% | — | +0.18% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.11% | — | +0.84% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.11% | -0.02% | +0.95% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.10% | +0.02% | — | |
| 45 | QXO | Qxo Inc | Stock-Industrials | 0.10% | -0.03% | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | +9.6% | +105.26% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +6.6% | +102.38% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.3% | +100.20% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +100.11% | Add |
| 5 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +86.75% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +0.25% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 8 | QXO | Qxo Inc | 0% | — | Unchanged |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.13% | Add |
| 10 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 11 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 12 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 13 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +0.84% | Add |
| 15 | BSV | Vanguard Short-term Bond ETF | 0% | +0.95% | Add |
| 16 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 17 | IWM | Ishares Russell 2000 ETF | -0.1% | — | Unchanged |
| 18 | VTIP | Vanguard Short-term Tips | -0.1% | +0.18% | Add |
| 19 | HCA | Hca Healthcare Inc | -0.1% | — | Unchanged |
| 20 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 21 | BN | Brookfield CORP | -0.1% | — | Unchanged |
| 22 | VTV | Vanguard Value ETF | -0.1% | +0.24% | Add |
| 23 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 24 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +0.04% | Add |
| 25 | SPGI | S&p Global Inc | -0.1% | — | Unchanged |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.56% | Add |
| 27 | AVUV | Avantis US Small Cap Value | -0.1% | +4.41% | Add |
| 28 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | Unchanged |
| 29 | XPO | Xpo Inc | -0.1% | — | Unchanged |
| 30 | VGIT | Vanguard Intermediate-term T | -0.1% | — | Unchanged |
| 31 | CMF | Ishares California Muni Bond | -0.1% | — | Unchanged |
| 32 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 33 | TYL | Tyler Technologies Inc | -0.2% | — | Unchanged |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | — | Unchanged |
| 35 | TT | Trane Technologies plc | -0.2% | — | Unchanged |
| 36 | MSFT | Microsoft CORP | -0.3% | — | Unchanged |
| 37 | LLY | Eli Lilly & Co | -0.3% | — | Unchanged |
| 38 | ITOT | Ishares Core S&p Total U.s. | -0.4% | — | Unchanged |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | -0.4% | +4.99% | Add |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | -0.4% | +1.18% | Add |
| 41 | AAPL | Apple Inc | -0.5% | — | Unchanged |
| 42 | BSCQ | Invesco Bulletshares 2026 Cb | -0.6% | +1.17% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | +1.67% | Add |
| 44 | VEA | Vanguard Ftse Developed ETF | -1.3% | +1.45% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | -4.2% | +4.01% | Add |
| 46 | BND | Vanguard Total Bond Market | -5.3% | -8.27% | Trim |
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 Q2 2025.
During Q2 2025, Tenon Financial LLC's top holdings by market value included VXF (27.0%)、VXUS (19.1%)、VOO (19.0%). The largest single position, VXF, represented 27.0% 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.
In terms of portfolio concentration, the top 5 core holdings (including VXF, VXUS, VOO) accounted for 58.8% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
BND
前期市值: $24.7M
In Q2 2025, Tenon Financial LLC made 21 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 1 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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