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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $572K | 0.2% | 1,601 SH | New |
| ALPHABET INC | CAP STK CL C | $316K | 0.1% | 895 SH | New |
| AMAZON COM INC | COM | $1.9M | 0.6%Prev: 0.4% | 7,978 SH | Increased+3,733 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.1M | 0.3%Prev: 0.3% | 8,579 SH | Increased+432 SH |
| APPLE INC | COM | $4.1M | 1.3%Prev: 1.1% | 14,002 SH | Increased+2,329 SH |
| APPLIED MATLS INC | COM | $658K | 0.2% | 910 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $881K | 0.3% | 1,760 SH | New |
| BROADCOM INC | COM | $220K | 0.1% | 581 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $460K | 0.1%Prev: 0.2% | 10,812 SH | Increased+3,604 SH |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $424K | 0.1% | 9,566 SH | New |
| ELI LILLY & CO | COM | $2.8M | 0.9%Prev: 0.8% | 2,330 SH | Increased+3 SH |
| EXXON MOBIL CORP | COM | $479K | 0.2%Prev: 0.2% | 3,507 SH | Increased+59 SH |
| HCA HEALTHCARE INC | COM | $347K | 0.1%Prev: 0.1% | 891 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $3.9M | 1.3%Prev: 1.5% | 200,257 SH | Increased+27,323 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $3.6M | 1.1%Prev: 1.2% | 181,415 SH | Increased+43,687 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $2.0M | 0.6%Prev: 0.2% | 98,023 SH | Increased+74,818 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 0.4%Prev: 0.3% | 5,135 SH | Increased+1,537 SH |
| INVESCO QQQ TR | UNIT SER 1 | $836K | 0.3%Prev: 0.2% | 1,136 SH | Increased+349 SH |
| ISHARES INC | MSCI EMRG CHN | $308K | 0.1%Prev: 0.1% | 3,007 SH | Increased-1,441 SH |
| ISHARES TR | CORE MSCI EAFE | $202K | 0.1% | 2,096 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $470K | 0.2%Prev: 0.2% | 4,925 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $259K | 0.1% | 3,360 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $376K | 0.1%Prev: 0.1% | 2,533 SH | Increased+493 SH |
| ISHARES TR | CORE S&P TTL STK | $3.7M | 1.2%Prev: 1.3% | 22,685 SH | Increased+145 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.4%Prev: 0.3% | 1,457 SH | Increased+205 SH |
| ISHARES TR | RUS 1000 ETF | $396K | 0.1%Prev: 0.1% | 966 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $529K | 0.2%Prev: 0.2% | 1,761 SH | Increased+147 SH |
| JOHNSON & JOHNSON | COM | $284K | 0.1% | 1,119 SH | New |
| JPMORGAN CHASE & CO | COM | $208K | 0.1% | 636 SH | New |
| MERCK & CO INC | COM | $205K | 0.1% | 1,598 SH | New |
| META PLATFORMS INC | CL A | $455K | 0.1%Prev: 0.1% | 808 SH | Increased+315 SH |
| MICROSOFT CORP | COM | $1.4M | 0.5%Prev: 0.6% | 3,869 SH | Increased+133 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.5% | 7,180 SH | New |
| PALO ALTO NETWORKS INC | COM | $214K | 0.1% | 628 SH | New |
| QXO INC | COM NEW | $275K | 0.1%Prev: 0.1% | 15,930 SH | Increased |
| ROCKET LAB CORP | COM | $203K | 0.1% | 2,000 SH | New |
| S&P GLOBAL INC | COM SHS | $222K | 0.1% | 546 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $283K | 0.1% | 5,363 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $686K | 0.2% | 22,050 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $734K | 0.2%Prev: 0.2% | 23,132 SH | Increased+8,000 SH |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $360K | 0.1% | 1,888 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $549K | 0.2% | 736 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $1.4M | 0.5%Prev: 0.6% | 2,947 SH | Increased-910 SH |
| TYLER TECHNOLOGIES INC | COM | $436K | 0.1%Prev: 0.4% | 1,492 SH | Decreased-157 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $250K | 0.1%Prev: 0.1% | 3,214 SH | Increased+127 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $39.9M | 12.8%Prev: 10.0% | 543,763 SH | Increased+235,423 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $67.3M | 21.7%Prev: 27.0% | 273,536 SH | Increased-60,986 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 0.6%Prev: 0.9% | 20,427 SH | Decreased+15,398 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $270K | 0.1% | 3,356 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $74.1M | 23.8%Prev: 19.0% | 107,907 SH | Increased+32,210 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $303K | 0.1% | 1,246 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.8M | 3.2%Prev: 3.4% | 26,489 SH | Increased+1,479 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.0M | 0.3%Prev: 0.2% | 4,795 SH | Increased+2,279 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $694K | 0.2%Prev: 0.4% | 11,620 SH | Decreased-9,351 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.2M | 0.4%Prev: 0.5% | 23,085 SH | Increased+1,439 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $1.3M | 0.4%Prev: 0.3% | 22,655 SH | Increased+11,535 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $53.3M | 17.2%Prev: 19.1% | 623,658 SH | Increased-34,930 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $14.7M | 4.7%Prev: 5.7% | 206,582 SH | Increased-18,501 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.0M | 0.3% | 6,356 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $241K | 0.1% | 2,016 SH | New |
| XPO INC | COM | $1.2M | 0.4%Prev: 0.3% | 5,844 SH | Increased |
| 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 |