Tanager Wealth Management Llp
CIK Number: 0001892929
Main Sectors:
Top Industries:
Filing Date: Jul 18, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bloom... | 50.26 | -0.02% | 2.2M | -1.27% | 110.85M | 50.2 | 13.07% | Share |
| 2 | ITOT | iShares Core S&... | 146.41 | +0.16% | 816.66K | +55.43% | 110.28M | 126.66 | 13.01% | Share |
| 3 | VEA | Vanguard Develo... | 60.50 | +0.22% | 1.2M | -8.27% | 68.29M | 46.55 | 8.05% | Share |
| 4 | VTI | Vanguard Total ... | 329.77 | +0.14% | 209.12K | -3.24% | 63.57M | 215.86 | 7.50% | Share |
| 5 | BKAG | BNY Mellon Core... | 42.58 | +0.12% | 1.07M | +4.07% | 45.08M | 41.33 | 5.32% | Share |
| 6 | VGK | Vanguard FTSE E... | 80.90 | +0.22% | 368.78K | +1.45% | 28.58M | 58.79 | 3.37% | Share |
| 7 | AGG | iShares Core U.... | 100.29 | +0.11% | 286.02K | -17.11% | 28.37M | 97.09 | 3.35% | Share |
| 8 | MOAT | VanEck Mornings... | 100.62 | +0.15% | 272.58K | -45.03% | 25.57M | 72.81 | 3.02% | Share |
| 9 | DFAS | Dimensional U.S... | 68.74 | +0.12% | 388.89K | -2.74% | 24.78M | 54.54 | 2.92% | Share |
| 10 | VWO | Vanguard Emergi... | 54.67 | +0.28% | 494.54K | +0.15% | 24.46M | 40.65 | 2.88% | Share |
| 11 | AVUS | Avantis U.S. Eq... | 109.10 | +0.17% | 201.37K | -13.5% | 20.3M | 90.9 | 2.39% | Share |
| 12 | GOOG | Alphabet Inc. | 246.43 | +0.36% | 113.59K | -4.78% | 20.15M | 143.55 | 2.38% | Share |
| 13 | VPL | Vanguard Pacifi... | 88.47 | +0.33% | 244.11K | -3.41% | 20.06M | 67.3 | 2.37% | Share |
| 14 | PFXF | VanEck Preferre... | 17.93 | +0.22% | 1.14M | -4.93% | 19.55M | 17.56 | 2.31% | Share |
| 15 | PICB | Invesco Interna... | 23.83 | -0.07% | 798.77K | +6.96% | 19.31M | 22.56 | 2.28% | Share |
| 16 | AAPL | Apple Inc. | 257.13 | +0.66% | 72.23K | -2.14% | 14.82M | 169.19 | 1.75% | Share |
| 17 | BND | Vanguard Total ... | 74.40 | +0.11% | 193.54K | +2.48% | 14.25M | 72.76 | 1.68% | Share |
| 18 | IWV | iShares Russell... | 380.63 | +0.12% | 39.42K | +2.31% | 13.84M | 225.03 | 1.63% | Share |
| 19 | DFIS | Dimensional Int... | 31.73 | +0.09% | 401.79K | +26.04% | 11.99M | 25.93 | 1.41% | Share |
| 20 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 23.77K | -3.3% | 11.82M | 403.52 | 1.39% | Share |
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