Tanager Wealth Management LLP Incresed Positions in Q4 2024

Tanager Wealth Management LLP

  • $771 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
826K
+ 61.05%
N/A
2.18M $110B
AVUS
American Centy ETF Tr Avantis

ETFs
180K
+ 76.39%
$94.36 - $102.06 $17M - $18.4M
416K $40.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
178K
+ 106.25%
$96.64 - $101.23 $17.2M - $18.1M
346K $33.5B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
398K
+ 68.56%
$41.16 - $43.15 $16.4M - $17.2M
979K $40.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
84.5K
+ 85.09%
$71.75 - $75.11 $6.06M - $6.34M
184K $13.2B
GOOG
Alphabet Inc.

Communication Services
15.3K
+ 13.57%
$163.08 - $198.16 $2.49M - $3.02M
128K $24.3B
DFIS
Dimensional ETF Tr Dimensional

ETFs
222K
+ 1914.26%
$24.25 - $26.7 $5.39M - $5.94M
234K $5.75B
Bondbloxx ETF Trust
80.9K
+ 278.5%
N/A
110K $5.55B
AMZN
Amazon Com Inc

Consumer Cyclical
2.7K
+ 12.93%
$180.88 - $232.93 $487K - $628K
23.5K $5.16B
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.1K
+ 4.84%
$63.58 - $71.15 $1.15M - $1.29M
392K $25.5B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
32.3K
+ 7.24%
N/A
479K $44.4B
GOOGL
Alphabet Inc.

Communication Services
2.56K
+ 10.37%
$161.86 - $196.66 $415K - $504K
27.3K $5.16B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
18.3K
+ 125.95%
N/A
32.9K $1.64B
DFSB
Dimensional ETF Tr Dimensional
17.4K
+ 341.62%
N/A
22.5K $1.15B
IWV
Ishares Russell 3000 ETF

ETFs
875
+ 2.17%
$323.08 - $349.08 $283K - $305K
41.2K $13.8B
JPM
Jpmorgan Chase & CO

Financial Services
1.56K
+ 42.5%
$205.18 - $250.29 $321K - $391K
5.24K $1.26B
NVDA
Nvidia Corp

Technology
862
+ 10.24%
$117.0 - $148.88 $101K - $128K
9.28K $1.24B
DFSU
Dimensional ETF Tr Dimen Us Su
4.05K
+ 19.25%
N/A
25.1K $951M
VT
Vanguard Total World Stk Index

ETFs
1.54K
+ 6.77%
$117.09 - $123.07 $180K - $189K
24.2K $2.85B
QQQ
Invesco Qqq Trust, Series 1

ETFs
145
+ 6.95%
$481.22 - $538.17 $69.8K - $78K
2.23K $1.14B
NFLX
Netflix Inc

Communication Services
36
+ 12.72%
$687.65 - $936.56 $24.8K - $33.7K
319 $284M
APO
Apollo Global Management, Inc.

Financial Services
13
+ 0.77%
$131.36 - $178.61 $1.71K - $2.32K
1.69K $279M
DFSI
Dimensional ETF Tr Dimen Intl
2.96K
+ 28.42%
N/A
13.4K $439M
ABT
Abbott Laboratories

Healthcare
546
+ 23.82%
$111.93 - $119.39 $61.1K - $65.2K
2.84K $321M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
466
+ 29.03%
$126.68 - $134.74 $59K - $62.8K
2.07K $264M
ABBV
Abb Vie Inc.

Healthcare
596
+ 20.47%
$164.99 - $203.87 $98.3K - $122K
3.51K $623M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.23%
$486.1 - $608.57 $3.4K - $4.26K
576 $330M
KO
Coca Cola CO

Consumer Defensive
1.26K
+ 41.01%
$61.74 - $71.71 $77.5K - $90K
4.32K $269M
VIG
Vanguard Dividend Appreciation

ETFs
276
+ 10.11%
N/A
3.01K $588M
BSX
Boston Scientific Corp

Healthcare
244
+ 6.74%
$83.62 - $91.5 $20.4K - $22.3K
3.86K $345M
GLD
Spdr Gold Trust

ETFs
163
+ 19.78%
$236.59 - $257.5 $38.6K - $42K
987 $239M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.58%
$873.59 - $994.69 $3.49K - $3.98K
694 $636M
CVX
Chevron Corp

Energy
201
+ 3.67%
$141.15 - $162.53 $28.4K - $32.7K
5.67K $822M
MSFT
Microsoft Corp

Technology
492
+ 2.17%
$406.35 - $454.46 $200K - $224K
23.2K $9.77B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.81K
+ 195.61%
$22.01 - $66.82 $150K - $455K
10.3K $234M
PG
Procter & Gamble CO

Consumer Defensive
206
+ 3.14%
$161.05 - $179.7 $33.2K - $37K
6.78K $1.14B
NEE
Nextera Energy Inc

Utilities
209
+ 6.57%
$69.77 - $85.43 $14.6K - $17.9K
3.39K $242M
MDB
Mongo Db, Inc.

Technology
1
+ 0.1%
$232.81 - $350.13 $233 - $350
958 $223M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.48%
$442.29 - $483.08 $10.2K - $11.1K
4.84K $2.18B
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.28%
$244.52 - $284.07 $1.22K - $1.42K
1.79K $442M
COP
Conocophillips

Energy
17
+ 0.21%
$95.12 - $114.72 $1.62K - $1.95K
8.31K $824M
PSX
Phillips 66

Energy
8
+ 0.24%
$110.35 - $138.93 $883 - $1.11K
3.29K $375M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
46.4K
+ 3.67%
$17.21 - $18.41 $798K - $854K
1.31M $22.6B
IEFA
Ishares Tr

ETFs
5.44K
+ 4.58%
$70.06 - $77.43 $381K - $421K
124K $8.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.4K
+ 4.84%
$44.04 - $49.49 $988K - $1.11M
486K $21.4B
VEA
Vanguard Ftse Developed Market

ETFs
97.6K
+ 8.01%
$47.57 - $52.44 $4.64M - $5.12M
1.32M $62.9B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.6K
+ 3.57%
$63.27 - $70.31 $795K - $883K
364K $23.1B
Activity Summary
Buys All Purchases 67 New Holdings 19 Increased Positions 48 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tanager Wealth Management LLP Portfolio

Follow Tanager Wealth Management LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanager Wealth Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Tanager Wealth Management LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email