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Home > Institutional Investor > Tanager Wealth Management Llp > Profile

Instuitional Investor - Tanager Wealth Management Llp

Fund Profile
Filing Period:
Fund Name: Tanager Wealth Management Llp
Portfolio Value $1,200,124,187
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,145,169 $190,418,696 15.87%
2.
Invesco Exch Traded Fd Tr Ii
 5,041,629 $112,099,607 9.34%
3.
Vanguard Index Fds
 203,237 $76,059,358 6.34%
4.
Vanguard Tax-Managed Fds
 1,076,186 $75,989,478 6.33%
5.
Exone Co
 XONE 1,260,741 $62,015,850 5.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.