Instuitional Investor - Tanager Wealth Management Llp
Fund Profile
Filing Period:
Fund Name: | Tanager Wealth Management Llp |
Portfolio Value | $847,900,041 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Bondbloxx Etf Trust | 2,202,075 | $110,852,453 | 13.07% | |
2. | IEF | 816,665 | $110,282,422 | 13.01% | |
3. | Vanguard Tax-Managed Fds | 1,197,908 | $68,292,735 | 8.05% | |
4. | Vanguard Index Fds | 209,124 | $63,569,745 | 7.5% | |
5. | Bny Mellon Etf Trust - CORE BOND ETF | 1,068,816 | $45,082,659 | 5.32% |