0001085146-24-003276.txt : 20240726 0001085146-24-003276.hdr.sgml : 20240726 20240726165513 ACCESSION NUMBER: 0001085146-24-003276 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240726 DATE AS OF CHANGE: 20240726 EFFECTIVENESS DATE: 20240726 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: 241147836 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 06-30-2024 06-30-2024 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 07-26-2024 0 41 128215315 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 262841 1433 SH SOLE 0 0 1433 AMAZON COM INC COM 023135106 BBG001S5PQL7 888564 4598 SH SOLE 0 0 4598 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 333901 3722 SH SOLE 0 0 3722 APPLE INC COM 037833100 BBG001S5N8V8 709687 3370 SH SOLE 0 0 3370 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 214751 910 SH SOLE 0 0 910 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 279392 8666 SH SOLE 0 0 8666 ELI LILLY & CO COM 532457108 BBG001S5STL8 2106819 2327 SH SOLE 0 0 2327 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 396934 3448 SH SOLE 0 0 3448 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 1639517 80172 SH SOLE 0 0 80172 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 1663085 86732 SH SOLE 0 0 86732 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 584015 3555 SH SOLE 0 0 3555 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 379102 791 SH SOLE 0 0 791 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 200182 3381 SH SOLE 0 0 3381 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 727950 12798 SH SOLE 0 0 12798 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 332733 4925 SH SOLE 0 0 4925 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 214067 2007 SH SOLE 0 0 2007 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2677301 22540 SH SOLE 0 0 22540 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 677287 1238 SH SOLE 0 0 1238 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 214059 2009 SH SOLE 0 0 2009 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 287424 966 SH SOLE 0 0 966 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 322798 1591 SH SOLE 0 0 1591 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 248580 493 SH SOLE 0 0 493 MICROSOFT CORP COM 594918104 BBG001S5TD05 1640307 3670 SH SOLE 0 0 3670 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 413888 928 SH SOLE 0 0 928 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 391521 5035 SH SOLE 0 0 5035 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1268683 3857 SH SOLE 0 0 3857 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 991482 1972 SH SOLE 0 0 1972 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 228357 2977 SH SOLE 0 0 2977 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 19660328 272871 SH SOLE 0 0 272871 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 23351306 138345 SH SOLE 0 0 138345 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 939513 2512 SH SOLE 0 0 2512 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 30489959 60964 SH SOLE 0 0 60964 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 5754908 21513 SH SOLE 0 0 21513 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 499356 3113 SH SOLE 0 0 3113 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 324935 7425 SH SOLE 0 0 7425 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 238975 4923 SH SOLE 0 0 4923 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 861792 17198 SH SOLE 0 0 17198 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 248102 3211 SH SOLE 0 0 3211 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 13732356 227734 SH SOLE 0 0 227734 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 11198217 226593 SH SOLE 0 0 226593 XPO INC COM 983793100 BBG001SJW3C0 620341 5844 SH SOLE 0 0 5844