Tenret Co Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$207.0M
Q ending 2026-03-31
Prior quarter
$197.5M
Q ending 2025-12-31
Change
+4.8% QoQ · +25.5% YoY
Positions
33
reported holdings

Largest positions

All 33 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Tax-Managed FdsVEAShares$32.0M499K
Schwab Strategic TrSCHZShares$22.9M985K
Vanguard Index FdsVTVShares$21.9M112K
Vanguard Index FdsVUGShares$20.5M47K
Vanguard Charlotte FdsBNDXShares$13.7M286K
Vanguard Mun Bd FdsVTEBShares$12.2M245K
Vanguard Star FdsVXUSShares$11.5M149K
Vanguard Intl Equity Index FVWOShares$8.6M158K
Vanguard Index FdsVTIShares$7.5M23K
Spdr Series TrustTFIShares$6.4M141K
Vanguard Index FdsVOEShares$6.2M34K
Vanguard Index FdsVOTShares$5.6M22K
Vanguard Index FdsVBRShares$5.3M24K
Vanguard Index FdsVBKShares$5.1M17K
Schwab Strategic TrSCHFShares$5.0M200K
Schwab Strategic TrSCHXShares$4.6M178K
Vanguard Bd Index FdsBNDShares$3.1M42K
Schwab Strategic TrSCHGShares$2.0M68K
Ishares TrMUBShares$1.8M17K
Schwab Strategic TrSCHEShares$1.7M52K
Schwab Strategic TrSCHAShares$1.7M58K
Ishares TrIAGGShares$1.7M34K
Vanguard Specialized FundsVIGShares$1.3M6K
Schwab Strategic TrSCHMShares$1.1M34K
Ishares TrIVVShares$896K1K
Berkshire Hathaway Inc DelBRK/AShares$718K1
Exxon Mobil CorpXOMShares$438K3K
Schwab Strategic TrSCHVShares$357K12K
Schwab Strategic TrSCHDShares$301K10K
Ishares TrAGGShares$297K3K
Vanguard Index FdsVOOShares$268K449
Ishares TrIWMShares$248K1K
Vanguard Index FdsVNQShares$239K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.