Portfolio (Quarterly)
Guide ↗
Tanager Wealth Management LLP
· CIK 0001892929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | — | 10,748 | $515K | 0.05% | SOLD |
| 2 | AON | AON PLC | Financial Services | 871 | $307K | 0.03% | SOLD |
| 3 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,134 | $292K | 0.03% | SOLD |
| 4 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,644 | $238K | 0.02% | SOLD |
| 5 | — | CANADIAN PACIFIC KANSAS CITY | — | 3,151 | $232K | 0.02% | SOLD |
| 6 | DIS | DISNEY WALT CO | Communication Services | 1,846 | $210K | 0.02% | SOLD |
| 7 | SPGI | S&P GLOBAL INC | Financial Services | 402 | $210K | 0.02% | SOLD |
| 8 | GTM | ZOOMINFO TECHNOLOGIES INC | Technology | 20,123 | $205K | 0.02% | SOLD |
Sector Allocation
Communication Services
37.8%
Technology
35.0%
Financial Services
6.7%
Consumer Defensive
5.7%
Consumer Cyclical
5.4%
Healthcare
3.9%
Energy
3.7%
Industrials
1.0%
Basic Materials
0.4%
Utilities
0.3%