Tanager Wealth Management LLP Reduced Holdings in Q1 2025

Tanager Wealth Management LLP

  • $769 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-148K
- 40.63%
$271.18 - $303.12 $40.1M - $44.8M
216K $59.4B
AVUS
American Centy ETF Tr Avantis

ETFs
-183K
- 44.07%
$90.7 - $101.57 $16.6M - $18.6M
233K $21.5B
GOOG
Alphabet Inc.

Communication Services
-8.46K
- 6.62%
$156.06 - $207.71 $1.32M - $1.76M
119K $18.6B
AAPL
Apple Inc.

Technology
-3.6K
- 4.65%
$209.68 - $247.1 $755K - $890K
73.8K $16.4B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-109K
- 8.31%
$16.76 - $17.69 $1.83M - $1.93M
1.2M $20.1B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-17.1K
- 24.26%
$110.75 - $119.78 $1.9M - $2.05M
53.5K $6.19B
IWV
Ishares Russell 3000 ETF

ETFs
-2.68K
- 6.5%
$313.1 - $349.83 $838K - $936K
38.5K $12.2B
META
Meta Platforms, Inc.

Communication Services
-1.54K
- 17.92%
$576.36 - $736.67 $888K - $1.13M
7.05K $4.07B
XTEN
Bondbloxx ETF Tr Bloomberg 10
-17.9K
- 15.4%
N/A
98.2K $4.57B
JPM
Jpmorgan Chase & CO

Financial Services
-1.43K
- 27.35%
$225.19 - $279.95 $323K - $401K
3.81K $935M
VB
Vanguard Small Cap ETF

ETFs
-154
- 1.43%
$217.89 - $252.64 $33.6K - $38.9K
10.6K $2.36B
AXP
American Express CO

Financial Services
-494
- 15.02%
$255.39 - $325.87 $126K - $161K
2.8K $752M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-9.31K
- 23.35%
$22.98 - $24.13 $214K - $225K
30.6K $729M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-5.6K
- 26.65%
$35.88 - $37.91 $201K - $212K
15.4K $578M
VT
Vanguard Total World Stk Index

ETFs
-874
- 3.61%
$115.08 - $123.97 $101K - $108K
23.3K $2.71B
MAR
Marriott International Inc

Consumer Cyclical
-90
- 3.27%
$237.01 - $304.45 $21.3K - $27.4K
2.66K $635M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.31K
- 13.6%
$46.26 - $47.48 $107K - $110K
14.7K $696M
DFAE
Dimensional ETF Tr

ETFs
-2.94K
- 10.94%
$24.64 - $26.86 $72.4K - $79K
23.9K $620M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-482
- 23.27%
$126.11 - $135.06 $60.8K - $65.1K
1.59K $205M
VIG
Vanguard Dividend Appreciation

ETFs
-276
- 9.18%
N/A
2.73K $529M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-635
- 1.93%
N/A
32.3K $1.6B
IEMG
Ishares Inc

ETFs
-128
- 2.31%
N/A
5.41K $292M
SBUX
Starbucks Corp

Consumer Cyclical
-182
- 5.53%
$91.75 - $115.81 $16.7K - $21.1K
3.11K $305M
DFSI
Dimensional ETF Tr Dimen Intl
-8
- 0.06%
N/A
13.3K $466M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.24K
- 1.65%
$69.87 - $75.62 $296K - $320K
253K $18.3B
IEFA
Ishares Tr

ETFs
-5.16K
- 4.15%
$69.57 - $78.65 $359K - $406K
119K $9.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-188
- 3.89%
$442.66 - $534.52 $83.2K - $100K
4.65K $2.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.16K
- 0.33%
$95.85 - $99.25 $111K - $115K
345K $34.1B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-390
- 0.11%
$63.07 - $73.5 $24.6K - $28.7K
364K $25.5B
VEA
Vanguard Ftse Developed Market

ETFs
-10.4K
- 0.79%
$47.4 - $52.99 $493K - $551K
1.31M $66.4B
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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