0001085146-24-002053.txt : 20240426 0001085146-24-002053.hdr.sgml : 20240426 20240426122625 ACCESSION NUMBER: 0001085146-24-002053 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240426 DATE AS OF CHANGE: 20240426 EFFECTIVENESS DATE: 20240426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tenon Financial LLC CENTRAL INDEX KEY: 0002020781 ORGANIZATION NAME: IRS NUMBER: 834210700 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24079 FILM NUMBER: 24880802 BUSINESS ADDRESS: STREET 1: 406 MAIN STREET STREET 2: SUITE 23 CITY: METUCHEN STATE: NJ ZIP: 08840 BUSINESS PHONE: 732-902-0066 MAIL ADDRESS: STREET 1: 406 MAIN STREET STREET 2: SUITE 23 CITY: METUCHEN STATE: NJ ZIP: 08840 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002020781 XXXXXXXX 03-31-2024 03-31-2024 false Tenon Financial LLC

406 MAIN STREET SUITE 23 METUCHEN NJ 08840

13F HOLDINGS REPORT 028-24079 000305581 801-128567 N Andrew Panko 732-902-0066 /s/Andrew Panko Metuchen NJ 04-26-2024 0 38 118472157 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 806479 4471 SH SOLE 0 0 4471 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 285051 3042 SH SOLE 0 0 3042 APPLE INC COM 037833100 BBG001S5N8V8 482368 2813 SH SOLE 0 0 2813 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 276879 8666 SH SOLE 0 0 8666 ELI LILLY & CO COM 532457108 BBG001S5STL8 1802533 2317 SH SOLE 0 0 2317 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 400796 3448 SH SOLE 0 0 3448 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 1243104 60847 SH SOLE 0 0 60847 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 1160418 60407 SH SOLE 0 0 60407 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 602110 3555 SH SOLE 0 0 3555 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 337560 760 SH SOLE 0 0 760 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 736397 12798 SH SOLE 0 0 12798 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 334211 4925 SH SOLE 0 0 4925 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 211204 1911 SH SOLE 0 0 1911 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2550321 22119 SH SOLE 0 0 22119 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 650328 1237 SH SOLE 0 0 1237 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 278237 966 SH SOLE 0 0 966 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 334587 1591 SH SOLE 0 0 1591 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 239391 493 SH SOLE 0 0 493 MICROSOFT CORP COM 594918104 BBG001S5TD05 1521744 3617 SH SOLE 0 0 3617 PEPSICO INC COM 713448108 BBG001S695T1 262165 1498 SH SOLE 0 0 1498 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 394818 928 SH SOLE 0 0 928 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 405972 5035 SH SOLE 0 0 5035 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 BBG00CNVKF21 241535 5140 SH SOLE 0 0 5140 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1356003 4517 SH SOLE 0 0 4517 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 898896 2115 SH SOLE 0 0 2115 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 237061 3092 SH SOLE 0 0 3092 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 19694489 271162 SH SOLE 0 0 271162 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 23245415 132626 SH SOLE 0 0 132626 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 915916 2661 SH SOLE 0 0 2661 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 28545441 59383 SH SOLE 0 0 59383 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2736194 10528 SH SOLE 0 0 10528 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 506983 3113 SH SOLE 0 0 3113 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 288410 6905 SH SOLE 0 0 6905 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 235644 4921 SH SOLE 0 0 4921 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 858125 16959 SH SOLE 0 0 16959 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 332229 4297 SH SOLE 0 0 4297 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 12830165 212772 SH SOLE 0 0 212772 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 10232978 203966 SH SOLE 0 0 203966