$482 Million is the total value of Tanager Wealth Management LLP's 75 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAE | Exit | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $0 | – | -8,654 | -100.0% | -0.04% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -688 | -100.0% | -0.05% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,049 | -100.0% | -0.05% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -2,263 | -100.0% | -0.05% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,973 | -100.0% | -0.05% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -2,946 | -100.0% | -0.05% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,945 | -100.0% | -0.05% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,437 | -100.0% | -0.06% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,894 | -100.0% | -0.09% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,484 | -100.0% | -0.09% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -18,352 | -100.0% | -0.11% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -14,506 | -100.0% | -0.14% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -70,334 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 30.3% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 12.0% |
| ISHARES TR | 8 | Q3 2023 | 11.9% |
| FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 9.6% |
| APPLE INC | 8 | Q3 2023 | 8.1% |
| ALPHABET INC | 8 | Q3 2023 | 8.2% |
| VANECK ETF TRUST | 8 | Q3 2023 | 3.4% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 3.6% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 9.9% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
View Tanager Wealth Management LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-18 |
| 13F-HR/A | 2023-01-27 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-16 |
View Tanager Wealth Management LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.