Tanager Wealth Management LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW Tanager Wealth Management LLP | Institutional Filer | ▲ 3.17% | $1.03B | 145 |
Current Portfolio Holdings
Showing all 145 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | — | 1.1M | $157.7M | 15.26% |
| 2 | PICB | INVESCO EXCH TRADED FD TR II | — | 3.7M | $84.9M | 8.22% |
| 3 | XHLF | BONDBLOXX ETF TRUST | — | 1.5M | $73.6M | 7.12% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.1M | $72.3M | 7.00% |
| 5 | VTI | VANGUARD INDEX FDS | — | 207K | $66.3M | 6.42% |
| 6 | BKAG | BNY MELLON ETF TRUST | — | 1.2M | $50.8M | 4.92% |
| 7 | GOOG | Alphabet Inc. | Technology | 121K | $34.7M | 3.36% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | — | 396K | $32.6M | 3.16% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | — | 539K | $29.1M | 2.82% |
| 10 | PFXF | VANECK ETF TRUST | — | 1.6M | $27.8M | 2.69% |
| 11 | DFAS | DIMENSIONAL ETF TRUST | — | 389K | $27.7M | 2.68% |
| 12 | XONE | BONDBLOXX ETF TRUST | — | 557K | $27.6M | 2.67% |
| 13 | AGG | ISHARES TR | — | 253K | $25.1M | 2.43% |
| 14 | VPL | VANGUARD INTL EQUITY INDEX F | — | 252K | $24.6M | 2.38% |
| 15 | AAPL | Apple Inc. | Technology | 79K | $20.2M | 1.95% |
Showing 1 to 15 of 145 holdings