Loading…
CIK 0002020781 • 7 13F filings • Apr 17, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("tenon-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $808K | 0.4%Prev: 0.7% | 4,245 SH | Decreased-3,999 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $742K | 0.3%Prev: 0.4% | 8,147 SH | Decreased-74 SH |
| APPLE INC | COM | $2.6M | 1.1%Prev: 1.5% | 11,673 SH | Decreased-3,385 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $378K | 0.2%Prev: 0.2% | 7,208 SH | Decreased-3,604 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $311K | 0.1%Prev: 0.1% | 8,666 SH | Decreased-900 SH |
| DISNEY WALT CO | COM | $210K | 0.1% | 2,124 SH | New |
| ELI LILLY & CO | COM | $1.9M | 0.8%Prev: 0.8% | 2,327 SH | Decreased-4 SH |
| EXXON MOBIL CORP | COM | $410K | 0.2%Prev: 0.2% | 3,448 SH | Decreased-76 SH |
| HCA HEALTHCARE INC | COM | $308K | 0.1%Prev: 0.2% | 891 SH | Decreased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $2.6M | 1.1% | 125,873 SH | New |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.4M | 1.5%Prev: 1.5% | 172,934 SH | Decreased-21,972 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $2.7M | 1.2%Prev: 1.4% | 137,728 SH | Decreased-41,147 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $475K | 0.2%Prev: 0.8% | 23,205 SH | Decreased-73,998 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $654K | 0.3%Prev: 0.3% | 3,598 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $434K | 0.2%Prev: 0.3% | 787 SH | Decreased-342 SH |
| ISHARES INC | MSCI EMRG CHN | $281K | 0.1%Prev: 0.1% | 4,448 SH | Increased+1,446 SH |
| ISHARES TR | CALIF MUN BD ETF | $713K | 0.3% | 12,798 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $381K | 0.2%Prev: 0.2% | 4,925 SH | Decreased |
| ISHARES TR | CORE S&P SCP ETF | $223K | 0.1%Prev: 0.1% | 2,040 SH | Decreased-10 SH |
| ISHARES TR | CORE S&P TTL STK | $3.0M | 1.3%Prev: 1.3% | 22,540 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $777K | 0.3%Prev: 0.3% | 1,252 SH | Decreased-73 SH |
| ISHARES TR | RUS 1000 ETF | $328K | 0.1%Prev: 0.1% | 966 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $348K | 0.2%Prev: 0.2% | 1,614 SH | Decreased |
| META PLATFORMS INC | CL A | $284K | 0.1%Prev: 0.2% | 493 SH | Decreased-321 SH |
| MICROSOFT CORP | COM | $1.4M | 0.6%Prev: 0.6% | 3,736 SH | Decreased-401 SH |
| QXO INC | COM NEW | $216K | 0.1%Prev: 0.1% | 15,930 SH | Decreased |
| S&P GLOBAL INC | COM | $472K | 0.2%Prev: 0.1% | 928 SH | Increased+394 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $401K | 0.2%Prev: 0.2% | 15,132 SH | Decreased+225 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.3M | 0.6%Prev: 0.5% | 3,857 SH | Decreased+502 SH |
| TYLER TECHNOLOGIES INC | COM | $959K | 0.4%Prev: 0.2% | 1,649 SH | Increased+157 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $243K | 0.1%Prev: 0.1% | 3,087 SH | Decreased-89 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $22.7M | 10.0%Prev: 13.9% | 308,340 SH | Decreased-172,513 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $61.1M | 27.0%Prev: 20.3% | 334,522 SH | Increased+83,309 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $2.0M | 0.9%Prev: 0.4% | 5,029 SH | Increased+2,797 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $43.0M | 19.0%Prev: 23.3% | 75,697 SH | Decreased-23,715 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $7.6M | 3.4%Prev: 3.4% | 25,010 SH | Decreased-1,741 SH |
| VANGUARD INDEX FDS | VALUE ETF | $445K | 0.2%Prev: 0.3% | 2,516 SH | Decreased-761 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $993K | 0.4%Prev: 0.2% | 20,971 SH | Increased+9,800 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $255K | 0.1% | 5,064 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.1M | 0.5%Prev: 0.4% | 21,646 SH | Decreased-117 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $665K | 0.3%Prev: 0.5% | 11,120 SH | Decreased-11,535 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $247K | 0.1% | 3,113 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $274K | 0.1% | 1,338 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $43.2M | 19.1%Prev: 17.1% | 658,588 SH | Decreased+92,498 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $12.8M | 5.7%Prev: 5.2% | 225,083 SH | Decreased+19,404 SH |
| XPO INC | COM | $629K | 0.3%Prev: 0.4% | 5,844 SH | Decreased |
| 13F-HR |
| 0002020781-25-000002 |
| $194.7M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0002020781-26-000006 | $310.9M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003868 | $226.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002020781-26-000004 | $254.6M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002133 | $161.6M | View |