Tanager Wealth Management LLP
146 holdingsFiling period: 2026-03-31Current AUM: $1.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.11M | $157.7M | $181.2M | 16.06% | +109.3K | 2026-03-31 |
| 2 | PICB | INVESCO EXCH TRADED FD TR II | 3.68M | $84.9M | $84.8M | 7.52% | +808.9K | 2026-03-31 |
| 3 | XHLF | BONDBLOXX ETF TRUST | 1.46M | $73.6M | $73.6M | 6.52% | -292,053 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.13M | $72.3M | $79.7M | 7.07% | +14.2K | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 206.8K | $66.3M | $76.2M | 6.75% | +7.9K | 2026-03-31 |
| 6 | BKAG | BNY MELLON ETF TRUST | 1.20M | $50.8M | $49.7M | 4.41% | -51,699 | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 120.9K | $34.7M | $43.1M | 3.82% | +2.6K | 2026-03-31 |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 396.1K | $32.6M | $35.9M | 3.18% | +17.8K | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 538.8K | $29.1M | $31.7M | 2.81% | +23.5K | 2026-03-31 |
| 10 | PFXF | VANECK ETF TRUST | 1.59M | $27.8M | $27.9M | 2.47% | +138.5K | 2026-03-31 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | 389.3K | $27.7M | $31.5M | 2.80% | -19,532 | 2026-03-31 |
| 12 | XONE | BONDBLOXX ETF TRUST | 557.0K | $27.6M | $27.5M | 2.44% | +175.1K | 2026-03-31 |
| 13 | AGG | ISHARES TR | 252.6K | $25.1M | $24.6M | 2.18% | -22,634 | 2026-03-31 |
| 14 | VPL | VANGUARD INTL EQUITY INDEX F | 251.9K | $24.6M | $27.5M | 2.44% | +20.4K | 2026-03-31 |
| 15 | AAPL | APPLE INC | 79.5K | $20.2M | $24.6M | 2.18% | +1.9K | 2026-03-31 |
| 16 | AVUS | AMERICAN CENTY ETF TR | 178.7K | $19.9M | $22.8M | 2.02% | -2,648 | 2026-03-31 |
| 17 | DFIS | DIMENSIONAL ETF TRUST | 499.6K | $16.8M | $17.9M | 1.59% | +9.4K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 44.0K | $16.3M | $20.4M | 1.81% | +18.6K | 2026-03-31 |
| 19 | MOAT | VANECK ETF TRUST | 149.4K | $14.4M | $16.1M | 1.43% | -10,359 | 2026-03-31 |
| 20 | IUSB | ISHARES TR | 301.6K | $13.9M | $13.7M | 1.22% | -60,163 | 2026-03-31 |
| 21 | IWV | ISHARES TR | 35.1K | $13.0M | $14.9M | 1.32% | -1,737 | 2026-03-31 |
| 22 | BND | VANGUARD BD INDEX FDS | 163.1K | $12.0M | $11.8M | 1.04% | -24,494 | 2026-03-31 |
| 23 | TAXX | BONDBLOXX ETF TRUST | 230.2K | $11.6M | $11.6M | 1.03% | +41.0K | 2026-03-31 |
| 24 | IEUR | ISHARES TR | 153.6K | $10.8M | $11.8M | 1.04% | +30.3K | 2026-03-31 |
| 25 | IEFA | ISHARES TR | 116.6K | $10.6M | $11.5M | 1.02% | -1,768 | 2026-03-31 |
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