Tanager Wealth Management LLP
CIK 1892929 · Holdings on Mar 31, 2025 · First reported Apr 24, 2025
Top ten holdings
Q1 2025- XHLF14.61%
- VEA8.63%
- ITOT8.34%
- VTI7.73%
- MOAT5.68%
- BKAG5.63%
- AGG4.44%
- VGK3.32%
- DFAS3.11%
- VWO2.91%
Share classes counted separately64.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight decreased · -5.96 pp13.69% → 7.73%Shares -147.88K (-40.63%)
- AVUSWeight decreased · -2.44 pp5.24% → 2.80%Shares -183.45K (-44.07%)
- GOOGWeight decreased · -0.74 pp3.16% → 2.42%Shares -8.46K (-6.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XHLFBONDBLOXX BBG 6 MTH US TREASBLOOMBERG SIX MN View history and evidence | $112.32M | 14.61% | 2.23M shares | 14.24% → 14.61%+0.37 pp +50.97K (+2.34%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $66.38M | 8.63% | 1.31M shares | 8.17% → 8.63%+0.46 pp -10.40K (-0.79%) | Reduced | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $64.11M | 8.34% | 525.41K shares | Prior unavailable +525.41K | New | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $59.40M | 7.73% | 216.13K shares | 13.69% → 7.73%-5.96 pp -147.88K (-40.63%) | Reduced | ↗▾ |
| 05 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $43.63M | 5.68% | 495.85K shares | 5.76% → 5.68%-0.08 pp +17.26K (+3.61%) | Added | ↗▾ |
| 06 | BKAGBNY MELLON CORE BOND ETFCORE BOND ETF View history and evidence | $43.27M | 5.63% | 1.03M shares | 5.26% → 5.63%+0.37 pp +47.62K (+4.86%) | Added | ↗▾ |
| 07 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $34.13M | 4.44% | 345.05K shares | 4.35% → 4.44%+0.09 pp -1.16K (-0.33%) | Reduced | ↗▾ |
| 08 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $25.52M | 3.32% | 363.50K shares | 3.00% → 3.32%+0.32 pp -390 (-0.11%) | Reduced | ↗▾ |
| 09 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $23.89M | 3.11% | 399.85K shares | 3.31% → 3.11%-0.20 pp +8.14K (+2.08%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $22.35M | 2.91% | 493.79K shares | 2.78% → 2.91%+0.13 pp +8.09K (+1.66%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VONV VANGUARD RUSSELL 1000 VALUE | Non-derivative | -10,597 | -$861.01K | SEC filing ↗ | SEC filing ↗ |
| TSLA TESLA INC | Non-derivative | -1,756 | -$709.14K | SEC filing ↗ | SEC filing ↗ |
| CDNS CADENCE DESIGN SYS INC | Non-derivative | -1,234 | -$370.77K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1892929 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 768892514
}Research all 116 reported holdings.
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