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Tanager Wealth Management LLP13F | |
| Tanager Wealth Management LLP | |
| Last update 2025-07-18 | 123 Stocks (16 new) |
| Value $848.00 Mil | Turnover 9 % |
Tanager Wealth Management LLP Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHLF |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
| 2,202,075 | 110,852.4 | -1.27% | 13.070 | -0.19% | 6.310 | +0.93% | +2.24% | 1,749.8 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 816,665 | 110,282.4 | +55.43% | 13.010 | +4.64% | 0.160 | +16.71% | +8.58% | 73,043.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,197,908 | 68,292.7 | -8.27% | 8.050 | -0.71% | 0.040 | +12.26% | +23.37% | 162,917.4 | ||
VTI | Vanguard Total Stock Market ETF | 209,124 | 63,569.8 | -3.24% | 7.500 | -0.25% | 0.010 | +16.47% | +8.48% | 478,339.5 | ||
BKAG | BNY Mellon Core Bond ETF | 1,068,816 | 45,082.7 | +4.07% | 5.320 | +0.21% | 2.330 | +0.57% | +3.08% | 1,925.7 | ||
VGK | Vanguard FTSE Europe ETF | 368,777 | 28,580.2 | +1.45% | 3.370 | +0.05% | 0.110 | +11.26% | +26.83% | 25,954.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 286,016 | 28,372.8 | -17.11% | 3.350 | -0.76% | 0.020 | +0.98% | +3.37% | 128,008.9 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 272,580 | 25,565.3 | -45.03% | 3.020 | -2.56% | 0.200 | +16.91% | +7.19% | 13,170.0 | ||
DFAS | Dimensional U.S. Small Cap ETF | 388,887 | 24,776.0 | -2.74% | 2.920 | -0.09% | 0.240 | +14.55% | +2.02% | 10,699.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 494,544 | 24,460.1 | +0.15% | 2.880 | 0% | 0.030 | +13.87% | +16.52% | 86,368.0 |
Tanager Wealth Management LLP's Historical Top Holdings Breakdowns
Tanager Wealth Management LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Add Add | +4.64% | 108.12 ($124.74) 135.04 | $138.84 | 11.30% | Add 55.43% | 816,665 | 291,257 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -2.56% | 76.53 ($87.73) 93.79 | $99.40 | 13.30% | Reduce -45.03% | 272,580 | -223,269 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-06-30 | New Buy New Buy | +0.98% | 45.12 ($45.64) 46.23 | $45.84 | 0.44% | New holding | 179,488 | 179,488 | |
XONE |
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
| 2025-06-30 | Add Add | +0.89% | 49.41 ($49.57) 49.78 | $49.52 | -0.09% | Add 474.13% | 185,219 | 152,958 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.76% | 96.82 ($98) 99.46 | $98.24 | 0.24% | Reduce -17.11% | 286,016 | -59,034 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Reduce Reduce | -0.71% | 45.65 ($53.52) 57.01 | $58.26 | 8.86% | Reduce -8.27% | 1,197,908 | -107,961 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-06-30 | New Buy New Buy | +0.59% | 61.79 ($72.24) 76.67 | $77.64 | 7.48% | New holding | 66,068 | 66,068 | |
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | Reduce Reduce | -0.38% | 81.38 ($93.61) 100.82 | $103.80 | 10.89% | Reduce -13.5% | 201,366 | -31,434 | |
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-06-30 | Reduce Reduce | -0.30% | 44.54 ($45.6) 47.18 | $45.35 | -0.55% | Reduce -50.82% | 48,290 | -49,905 | |
IEUR | iShares Core MSCI Europe ETF | 2025-06-30 | New Buy New Buy | +0.30% | 53.75 ($63.11) 67.21 | $67.27 | 6.58% | New holding | 38,500 | 38,500 |
Tanager Wealth Management LLP Total Holding History ($B)
Tanager Wealth Management LLP's Asset Allocation
Tanager Wealth Management LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tanager Wealth Management LLP's Hypothetical Growth since 2025-06-30
Tanager Wealth Management LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tanager Wealth Management LLP's Holdings Heat Map
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Tanager Wealth Management LLP's Holdings Bubble Chart
Tanager Wealth Management LLP News
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