Tanager Wealth Management

Tanager Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Tanager Wealth Management

Tanager Wealth Management holds 42 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 30.3 $40M 166k 241.44
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 11.4 $15M 297k 51.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.9 $13M 154k 84.77
Apple (AAPL) 8.1 $11M 60k 177.58
Alphabet Cap Stk Cl C (GOOG) 6.6 $8.8M 3.0k 2893.64
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.4 $4.4M 89k 49.99
First Tr Exchange-traded Senior Ln Fd (FTSL) 2.9 $3.9M 81k 47.92
First Tr Exchange-traded First Tr Enh New (FTSM) 2.6 $3.4M 57k 59.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.5 $3.3M 52k 63.58
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $3.2M 28k 114.08
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 2.4 $3.2M 115k 27.78
Vaneck Etf Trust Preferred Securt (PFXF) 2.4 $3.2M 145k 21.88
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.2M 751.00 2897.47
Palantir Technologies Cl A (PLTR) 1.1 $1.5M 83k 18.21
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 1.0 $1.3M 47k 28.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $1.3M 20k 68.24
First Tr Exchange Traded Cloud Computing (SKYY) 1.0 $1.3M 13k 104.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.1M 22k 49.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.1M 2.4k 436.46
Microsoft Corporation (MSFT) 0.8 $1.0M 3.1k 336.38
Amazon (AMZN) 0.7 $960k 288.00 3333.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $950k 8.8k 107.47
Vanguard Index Fds Small Cp Etf (VB) 0.6 $833k 3.7k 225.93
Procter & Gamble Company (PG) 0.5 $708k 4.3k 163.51
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $701k 6.6k 105.81
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.4 $484k 6.2k 77.94
Chevron Corporation (CVX) 0.4 $478k 4.1k 117.27
Farfetch Ord Sh Cl A (FTCHQ) 0.3 $444k 13k 33.46
JPMorgan Chase & Co. (JPM) 0.2 $317k 2.0k 158.50
Morgan Stanley Com New (MS) 0.2 $285k 2.9k 98.24
Abbott Laboratories (ABT) 0.2 $281k 2.0k 140.50
Meta Platforms Cl A (META) 0.2 $275k 818.00 336.19
Walgreen Boots Alliance (WBA) 0.2 $273k 5.2k 52.20
Abbvie (ABBV) 0.2 $271k 2.0k 135.50
Ishares Tr Gbl Green Etf (BGRN) 0.2 $271k 5.0k 54.20
Fifth Third Ban (FITB) 0.2 $263k 6.0k 43.83
Nextera Energy (NEE) 0.2 $261k 2.8k 93.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $252k 529.00 476.37
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $226k 4.3k 52.79
Norfolk Southern (NSC) 0.2 $213k 715.00 297.90
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $204k 1.5k 134.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $200k 1.1k 182.65