0001085146-24-005094.txt : 20241023 0001085146-24-005094.hdr.sgml : 20241023 20241023171413 ACCESSION NUMBER: 0001085146-24-005094 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241023 DATE AS OF CHANGE: 20241023 EFFECTIVENESS DATE: 20241023 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: 241390013 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 09-30-2024 09-30-2024 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 10-23-2024 0 44 150975387 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 233732 1398 SH SOLE 0 0 1398 AMAZON COM INC COM 023135106 BBG001S5PQL7 831963 4465 SH SOLE 0 0 4465 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 457223 4765 SH SOLE 0 0 4765 APPLE INC COM 037833100 BBG001S5N8V8 775883 3330 SH SOLE 0 0 3330 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 297157 8666 SH SOLE 0 0 8666 ELI LILLY & CO COM 532457108 BBG001S5STL8 2061582 2327 SH SOLE 0 0 2327 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 404175 3448 SH SOLE 0 0 3448 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 369038 908 SH SOLE 0 0 908 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 2224625 107730 SH SOLE 0 0 107730 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 2414019 123416 SH SOLE 0 0 123416 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 898385 45557 SH SOLE 0 0 45557 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 639379 3569 SH SOLE 0 0 3569 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 372152 762 SH SOLE 0 0 762 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 268362 4391 SH SOLE 0 0 4391 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 743692 12798 SH SOLE 0 0 12798 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 357703 4925 SH SOLE 0 0 4925 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 322975 2761 SH SOLE 0 0 2761 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 2831475 22540 SH SOLE 0 0 22540 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 715440 1240 SH SOLE 0 0 1240 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 303701 966 SH SOLE 0 0 966 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 356520 1614 SH SOLE 0 0 1614 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 233990 1187 SH SOLE 0 0 1187 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 282213 493 SH SOLE 0 0 493 MICROSOFT CORP COM 594918104 BBG001S5TD05 1573177 3656 SH SOLE 0 0 3656 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 479423 928 SH SOLE 0 0 928 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 265183 6449 SH SOLE 0 0 6449 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 425940 5039 SH SOLE 0 0 5039 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 292576 5535 SH SOLE 0 0 5535 TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 1499332 3857 SH SOLE 0 0 3857 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 1151096 1972 SH SOLE 0 0 1972 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 236314 3003 SH SOLE 0 0 3003 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 21985298 292708 SH SOLE 0 0 292708 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 28149505 154676 SH SOLE 0 0 154676 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 964432 2512 SH SOLE 0 0 2512 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 36058243 68335 SH SOLE 0 0 68335 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 6445196 22762 SH SOLE 0 0 22762 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 543436 3113 SH SOLE 0 0 3113 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 534088 11162 SH SOLE 0 0 11162 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 245001 4969 SH SOLE 0 0 4969 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 866944 16959 SH SOLE 0 0 16959 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 257556 3243 SH SOLE 0 0 3243 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 17740392 274025 SH SOLE 0 0 274025 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 12238583 231747 SH SOLE 0 0 231747 XPO INC COM 983793100 BBG001SJW3C0 628288 5844 SH SOLE 0 0 5844