Institutional Fund
Tenon Financial LLC
Metuchen, NJCIK 20207815 filings on record
Portfolio Value
$254.56M
Q1 2026
Holdings
54
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+7.3%
from $237.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds23.3%
- Vanguard Index Fds20.3%
- Vanguard Star Fds17.1%
- Vanguard Bd Index Fds13.9%
- Vanguard Tax-Managed Fds5.2%
- Vanguard Index Fds3.4%
- Other16.7%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 99.4K | $59.40M | 23.3% | +5.7K | Added |
| 2 | Vanguard Index Fds | 251.2K | $51.70M | 20.3% | +22.5K | Added |
| 3 | Vanguard Star Fds | 566.1K | $43.65M | 17.1% | +63.8K | Added |
| 4 | Vanguard Bd Index Fds | 480.9K | $35.41M | 13.9% | +50.8K | Added |
| 5 | Vanguard Tax-Managed Fds | 205.7K | $13.18M | 5.2% | −2.2K | Reduced |
| 6 | Vanguard Index Fds | 26.8K | $8.58M | 3.4% | +5.0K | Added |
| 7 | Apple Inc | 15.1K | $3.82M | 1.5% | +666 | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 194.9K | $3.81M | 1.5% | +19.4K | Added |
| 9 | Invesco Exch Trd Slf Idx Fd | 178.9K | $3.51M | 1.4% | +19.3K | Added |
| 10 | Ishares Tr | 22.5K | $3.21M | 1.3% | 0 | Held |
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