Tanager Wealth Management

Tanager Wealth Management as of March 31, 2022

Portfolio Holdings for Tanager Wealth Management

Tanager Wealth Management holds 39 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.0 $38M 169k 227.67
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.0 $16M 333k 48.03
Ishares Tr 0-5 Yr Tips Etf (STIP) 9.3 $12M 118k 104.94
Alphabet Cap Stk Cl C (GOOG) 8.2 $11M 3.9k 2792.94
Apple (AAPL) 7.9 $11M 60k 174.61
First Tr Exchange-traded Senior Ln Fd (FTSL) 7.8 $10M 221k 47.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.5 $6.0M 75k 79.54
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.2 $2.9M 49k 59.74
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 2.2 $2.9M 115k 25.32
Vaneck Etf Trust Preferred Securt (PFXF) 2.1 $2.9M 139k 20.54
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.1M 751.00 2781.62
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.3M 12k 107.07
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $1.3M 21k 62.26
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.9 $1.3M 47k 26.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.2M 27k 46.12
Palantir Technologies Cl A (PLTR) 0.9 $1.1M 83k 13.73
First Tr Exchange-traded First Tr Enh New (FTSM) 0.8 $1.1M 18k 59.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.0M 2.4k 415.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $895k 8.8k 101.24
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.6 $777k 10k 74.67
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.5 $687k 9.3k 74.05
Chevron Corporation (CVX) 0.5 $664k 4.1k 162.90
First Tr Exchange Traded Cloud Computing (SKYY) 0.5 $663k 7.3k 90.51
Microsoft Corporation (MSFT) 0.5 $647k 2.1k 308.54
Vanguard Index Fds Small Cp Etf (VB) 0.4 $589k 2.8k 212.64
Amazon (AMZN) 0.4 $522k 160.00 3262.50
Procter & Gamble Company (PG) 0.4 $468k 3.1k 152.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $443k 979.00 452.50
Morgan Stanley Com New (MS) 0.3 $345k 3.9k 87.45
Abbvie (ABBV) 0.2 $324k 2.0k 162.00
JPMorgan Chase & Co. (JPM) 0.2 $273k 2.0k 136.50
Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $253k 5.0k 50.60
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $252k 5.1k 49.02
Nextera Energy (NEE) 0.2 $237k 2.8k 84.64
Abbott Laboratories (ABT) 0.2 $237k 2.0k 118.50
Walgreen Boots Alliance (WBA) 0.2 $234k 5.2k 44.74
Fifth Third Ban (FITB) 0.2 $209k 4.8k 43.27
Norfolk Southern (NSC) 0.2 $204k 715.00 285.31
Farfetch Ord Sh Cl A (FTCHF) 0.2 $201k 13k 15.15