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Size ($ in 1000's)
At 12/31/2023: $549,719
At 09/30/2023: $482,220
Tanager Wealth Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tanager Wealth Management LLP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Tanager Wealth Management LLP top holdings by largest position size, as per the latest 13f filing made by Tanager Wealth Management LLP.
In the Tanager Wealth Management LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tanager Wealth Management LLP in that top holding, then the share count change between reporting periods, and finally the Tanager Wealth Management LLP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| BONDBLOXX ETF TRUST (XHLF) |
1,760,360 |
+194,839 |
$88,775 | | XHLF | 1,760,360 | +194,839 | $88,775 | | VANGUARD INDEX FDS (VTI) |
358,282 |
-30,365 |
$84,992 | | VTI | 358,282 | -30,365 | $84,992 | | VANGUARD TAX MANAGED FDS (VEA) |
947,820 |
+52,437 |
$45,401 | | VEA | 947,820 | +52,437 | $45,401 | | VANECK ETF TRUST (MOAT) |
394,491 |
+16,901 |
$33,480 | | MOAT | 394,491 | +16,901 | $33,480 | | VANGUARD INTL EQUITY INDEX F (VGK) |
290,230 |
+2,130 |
$18,714 | | VGK | 290,230 | +2,130 | $18,714 | | BONDBLOXX ETF TRUST (XONE) |
373,547 |
+106,174 |
$18,681 | | XONE | 373,547 | +106,174 | $18,681 | | DIMENSIONAL ETF TRUST (DFAS) |
302,242 |
+16,924 |
$18,020 | | DFAS | 302,242 | +16,924 | $18,020 | | ALPHABET INC |
121,330 |
+24,115 |
$17,099 | | GOOG | 121,330 | +24,115 | $17,099 | | BNY MELLON ETF TRUST (BKAG) |
396,690 |
+58,092 |
$16,890 | | BKAG | 396,690 | +58,092 | $16,890 | | APPLE INC |
86,654 |
-9,555 |
$16,684 | | AAPL | 86,654 | -9,555 | $16,684 | | VANECK ETF TRUST (PFXF) |
914,631 |
-40,539 |
$15,713 | | PFXF | 914,631 | -40,539 | $15,713 | | VANGUARD INTL EQUITY INDEX F (VPL) |
207,394 |
+4,011 |
$14,939 | | VPL | 207,394 | +4,011 | $14,939 | | VANGUARD INTL EQUITY INDEX F (VWO) |
362,609 |
+3,930 |
$14,903 | | VWO | 362,609 | +3,930 | $14,903 | | ISHARES TR (AGG) |
139,666 |
-52,605 |
$13,862 | | AGG | 139,666 | -52,605 | $13,862 | | ISHARES TR (IWV) |
42,852 |
-2,506 |
$11,730 | | IWV | 42,852 | -2,506 | $11,730 | | VANGUARD INTL EQUITY INDEX F (VSS) |
100,549 |
+3,791 |
$11,566 | | VSS | 100,549 | +3,791 | $11,566 | | INVESCO EXCH TRADED FD TR II (PICB) |
495,084 |
+39,618 |
$11,412 | | PICB | 495,084 | +39,618 | $11,412 | | AMERICAN CENTY ETF TR (AVUS) |
113,146 |
+113,146 |
$9,227 | | AVUS | 113,146 | +113,146 | $9,227 | | ISHARES TR (IEFA) |
121,812 |
-2,330 |
$8,569 | | IEFA | 121,812 | -2,330 | $8,569 | | VANECK ETF TRUST (EMLC) |
317,210 |
+34,160 |
$8,041 | | EMLC | 317,210 | +34,160 | $8,041 | | VANGUARD BD INDEX FDS (BND) |
97,397 |
+87,403 |
$7,164 | | BND | 97,397 | +87,403 | $7,164 | | DIAGEO PLC |
38,142 |
UNCH |
$5,556 | | DEO | 38,142 | UNCH | $5,556 | | CENTESSA PHARMACEUTICALS PLC |
696,096 |
UNCH |
$5,541 | | CNTA | 696,096 | UNCH | $5,541 | | VANGUARD INDEX FDS (VOO) |
11,534 |
+1,879 |
$5,038 | | VOO | 11,534 | +1,879 | $5,038 | | META PLATFORMS INC |
13,497 |
+4,214 |
$4,777 | | META | 13,497 | +4,214 | $4,777 | | VANGUARD STAR FDS (VXUS) |
62,912 |
+3,336 |
$3,646 | | VXUS | 62,912 | +3,336 | $3,646 | | AMAZON COM INC |
21,030 |
+175 |
$3,195 | | AMZN | 21,030 | +175 | $3,195 | | ALPHABET INC |
21,590 |
-1,454 |
$3,016 | | GOOGL | 21,590 | -1,454 | $3,016 | | VANGUARD INDEX FDS (VB) |
10,762 |
+126 |
$2,296 | | VB | 10,762 | +126 | $2,296 | | MICROSOFT CORP |
6,096 |
+101 |
$2,292 | | MSFT | 6,096 | +101 | $2,292 | | VANGUARD INTL EQUITY INDEX F (VT) |
20,734 |
+673 |
$2,133 | | VT | 20,734 | +673 | $2,133 | | VIVANI MEDICAL INC |
1,651,222 |
UNCH |
$1,684 | | VANI | 1,651,222 | UNCH | $1,684 |  BERKSHIRE HATHAWAY INC DEL |
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$1,448 | | BRK.B | 4,061 | -197 | $1,448 | | ISHARES INC (LEMB) |
39,348 |
-7,779 |
$1,445 | | LEMB | 39,348 | -7,779 | $1,445 | | PROCORE TECHNOLOGIES INC |
17,684 |
UNCH |
$1,224 | | PCOR | 17,684 | UNCH | $1,224 | | ISHARES TR (IWB) |
3,800 |
UNCH |
$997 | | IWB | 3,800 | UNCH | $997 | | PALANTIR TECHNOLOGIES INC |
56,638 |
UNCH |
$972 | | PLTR | 56,638 | UNCH | $972 | | CONOCOPHILLIPS |
8,340 |
UNCH |
$968 | | COP | 8,340 | UNCH | $968 | | INVESCO QQQ TR |
1,984 |
+480 |
$813 | | QQQ | 1,984 | +480 | $813 | | CHEVRON CORP NEW |
5,295 |
+86 |
$790 | | CVX | 5,295 | +86 | $790 | | MARRIOTT INTL INC NEW |
3,332 |
UNCH |
$751 | | MAR | 3,332 | UNCH | $751 | | JPMORGAN CHASE & CO |
4,388 |
-53 |
$746 | | JPM | 4,388 | -53 | $746 | | VANGUARD INDEX FDS (VXF) |
4,256 |
+2,140 |
$700 | | VXF | 4,256 | +2,140 | $700 | | DIMENSIONAL ETF TRUST (DFAE) |
28,527 |
+28,527 |
$688 | | DFAE | 28,527 | +28,527 | $688 | | EXXON MOBIL CORP |
6,291 |
-64 |
$629 | | XOM | 6,291 | -64 | $629 | | PROCTER AND GAMBLE CO |
4,176 |
-166 |
$612 | | PG | 4,176 | -166 | $612 | | AMERICAN EXPRESS CO |
3,177 |
-117 |
$595 | | AXP | 3,177 | -117 | $595 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,164 |
+241 |
$539 | | VIG | 3,164 | +241 | $539 | | DIMENSIONAL ETF TRUST (DFSU) |
16,519 |
+4,382 |
$514 | | DFSU | 16,519 | +4,382 | $514 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
988 |
UNCH |
$503 | | MDY | 988 | UNCH | $503 |
See Full List: All Stocks Held By Tanager Wealth Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tanager Wealth Management LLP
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