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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Tenon Financial LLC

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001085146-25-000540

Total Value
$154.4M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836368,452$36.8M23.82%
2VANGUARD INDEX FDS922908652149,818$28.5M18.48%
3VANGUARD BD INDEX FDS921937835298,465$21.5M13.90%
4VANGUARD STAR FDS921909768280,635$16.5M10.69%
5VANGUARD TAX-MANAGED FDS921943858227,131$10.8M7.02%
6VANGUARD INDEX FDS92290876922,779$6.6M4.27%
7APPLE INCAAPL12,997$3.2M2.05%
8INVESCO EXCH TRD SLF IDX FDIVZ160,917$3.1M2.03%
9ISHARES TR46428715022,540$2.9M1.87%
10INVESCO EXCH TRD SLF IDX FDIVZ125,892$2.6M1.68%
11INVESCO EXCH TRD SLF IDX FDIVZ110,018$2.1M1.39%
12ELI LILLY & COLLY2,327$1.8M1.17%
13MICROSOFT CORPMSFT3,736$1.6M1.01%
14TRANE TECHNOLOGIES PLCTT3,857$1.4M0.93%
15TYLER TECHNOLOGIES INCTYL1,972$1.1M0.73%
16VANGUARD INDEX FDS9229087362,512$1.0M0.67%
17AMAZON COM INCAMZN4,245$934,8340.61%
18VANGUARD MUN BD FDS92290774617,646$885,8290.57%
19XPO INCXPO5,844$774,3300.50%
20ISHARES TR46428835612,798$734,0930.48%
21ISHARES TR4642872001,243$730,0810.47%
22AMERICAN CENTY ETF TR0250728776,737$649,3520.42%
23INVESCO EXCHANGE TRADED FD TIVZ3,581$625,7180.41%
24BROOKFIELD CORP11271J1079,788$563,2990.36%
25VANGUARD INDEX FDS9229087443,113$526,2840.34%
26VANGUARD INTL EQUITY INDEX F92204285810,475$460,0730.30%
27S&P GLOBAL INCSPGI928$459,8240.30%
28SCHWAB STRATEGIC TR80852479715,121$412,1890.27%
29INVESCO QQQ TRIVZ786$400,9330.26%
30EXXON MOBIL CORPXOM3,448$370,0050.24%
31ISHARES TR4642876551,614$356,9240.23%
32ISHARES TR46432F8344,925$324,8530.21%
33ISHARES TR464287622966$310,6170.20%
34DIMENSIONAL ETF TRUST25434V7088,666$299,4970.19%
35META PLATFORMS INCMETA493$295,4250.19%
36HCA HEALTHCARE INCHCA891$265,2950.17%
37VANGUARD SPECIALIZED FUNDS9219088441,336$260,4630.17%
38ISHARES INC46434G7644,437$246,6270.16%
39VANGUARD MALVERN FDS9220208055,055$244,8920.16%
40VANGUARD INTL EQUITY INDEX F9220428743,829$241,9550.16%
41VANGUARD SCOTTSDALE FDS92206C4093,066$239,2270.15%
42ALPHABET INCGOOG1,238$236,0000.15%
43DISNEY WALT CO2546871062,124$235,3950.15%
44VANGUARD BD INDEX FDS9219378273,039$234,8090.15%
45ISHARES TR4642878042,034$233,8840.15%
46NVIDIA CORPORATIONNVDA1,560$215,7710.14%