Instuitional Investor - Tanager Wealth Management Llp

Fund Profile
Filing Period:
Fund Name: Tanager Wealth Management Llp
Portfolio Value $952,435,570
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 930,417 $135,515,201 14.23%
2. XONE 2,059,056 $103,817,581 10.9%
3.
Vanguard Tax-Managed Fds
1,156,441 $69,293,932 7.28%
4.
Vanguard Index Fds
205,137 $67,329,505 7.07%
5.
Bny Mellon Etf Trust - CORE BOND ETF
1,199,167 $51,084,514 5.36%