TW

Tanager Wealth Management LLP

13F
Tanager Wealth Management LLP
Last update 2025-07-18 123 Stocks (16 new)
Value $848.00 Mil Turnover 9 %
Countries:
Tanager Wealth Management LLP Top Holdings of 2025-06-30 View Full List
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
+0.98%
+2.25%
1,749.9
 
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
+19.19%
+8.56%
73,027.8
 
VEA
Vanguard FTSE Developed Markets ETF
1,197,908
68,292.7
-8.27%
8.050
-0.71%
0.040
+14.16%
+23.88%
163,588.6
 
VTI
Vanguard Total Stock Market ETF
209,124
63,569.8
-3.24%
7.500
-0.25%
0.010
+18.95%
+8.50%
478,431.4
 
BKAG
BNY Mellon Core Bond ETF
1,068,816
45,082.7
+4.07%
5.320
+0.21%
2.330
+1.30%
+3.23%
1,928.4
 
VGK
Vanguard FTSE Europe ETF
368,777
28,580.2
+1.45%
3.370
+0.05%
0.110
+13.51%
+27.73%
26,138.5
 
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
+1.65%
+3.49%
128,152.2
 
MOAT
VanEck Morningstar Wide Moat ETF
272,580
25,565.3
-45.03%
3.020
-2.56%
0.200
+18.80%
+6.17%
13,044.2
 
DFAS
Dimensional U.S. Small Cap ETF
388,887
24,776.0
-2.74%
2.920
-0.09%
0.240
+17.92%
+2.76%
10,776.8
 
VWO
Vanguard FTSE Emerging Markets ETF
494,544
24,460.1
+0.15%
2.880
0%
0.030
+15.56%
+16.78%
86,562.3
 

Tanager Wealth Management LLP's Historical Top Holdings Breakdowns

Tanager Wealth Management LLP's Top Stock Picks View Full List
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
$138.81
11.28%
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
$98.45
12.22%
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
$45.90
0.57%
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
$49.53
-0.08%
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
$98.35
0.36%
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
$58.50
9.30%
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
$77.95
7.90%
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
$103.84
10.93%
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
$45.43
-0.37%
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
$67.81
7.45%
New holding
38,500
38,500

Tanager Wealth Management LLP Total Holding History ($B)

To

Tanager Wealth Management LLP's Asset Allocation

To

Tanager Wealth Management LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Tanager Wealth Management LLP's Holdings Bubble Chart

Tanager Wealth Management LLP News

  • 1

Discussions on Tanager Wealth Management LLP

No discussions yet.