Tandem Wealth Advisors LLC
47 holdingsFiling period: 2026-03-31Current AUM: $242.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | 343.9K | $34.1M | $33.5M | 13.82% | -24,422 | 2026-03-31 |
| 2 | MDY | SPDR S&P Mid Cap 400 ETF | 40.7K | $25.1M | $27.9M | 11.52% | -638 | 2026-03-31 |
| 3 | EFA | iShares MSCI EAFE ETF | 235.1K | $22.8M | $24.8M | 10.24% | +6.7K | 2026-03-31 |
| 4 | VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | 266.1K | $21.1M | $20.9M | 8.64% | +82.7K | 2026-03-31 |
| 5 | EEM | iShares MSCI Emerging Markets ETF | 356.2K | $20.2M | $22.8M | 9.42% | +127.6K | 2026-03-31 |
| 6 | DGRO | iShares Core Dividend Growth ETF | 226.0K | $15.9M | $17.6M | 7.28% | +653 | 2026-03-31 |
| 7 | SPY | SPDR S&P 500 ETF | 23.2K | $15.1M | $17.3M | 7.15% | -46,711 | 2026-03-31 |
| 8 | RSP | Invesco S&P 500 Equal Weight ETF | 69.8K | $13.4M | $15.0M | 6.20% | +5.3K | 2026-03-31 |
| 9 | MBB | iShares MBS ETF | 126.6K | $12.0M | $11.8M | 4.85% | -49,501 | 2026-03-31 |
| 10 | VGT | Vanguard Information Technology Index Fund ETF | 9.3K | $6.5M | $8.4M | 3.48% | -3,863 | 2026-03-31 |
| 11 | VFH | Vanguard Financials Index Fund ETF | 27.6K | $3.3M | $3.8M | 1.58% | +214 | 2026-03-31 |
| 12 | VIS | Vanguard Industrials ETF | 10.4K | $3.2M | $3.6M | 1.47% | -- | 2026-03-31 |
| 13 | VTI | Vanguard Total Stock Market ETF | 10.0K | $3.2M | $3.7M | 1.52% | -2,558 | 2026-03-31 |
| 14 | BND | Vanguard Total Bond Market ETF | 31.6K | $2.3M | $2.3M | 0.94% | -10,042 | 2026-03-31 |
| 15 | AMZN | Amazon | 8.4K | $1.7M | $2.3M | 0.94% | +1.7K | 2026-03-31 |
| 16 | AAPL | Apple | 6.0K | $1.5M | $1.8M | 0.76% | +300 | 2026-03-31 |
| 17 | COST | Costco | 1.3K | $1.3M | $1.3M | 0.52% | +20 | 2026-03-31 |
| 18 | NVDA | NVIDIA | 7.5K | $1.3M | $1.5M | 0.62% | +268 | 2026-03-31 |
| 19 | MSFT | Microsoft | 3.4K | $1.2M | $1.6M | 0.64% | +250 | 2026-03-31 |
| 20 | GOOGL | Alphabet Class A | 4.3K | $1.2M | $1.5M | 0.63% | -314 | 2026-03-31 |
| 21 | KLAC | KLA | 771 | $1.1M | $141K | 0.06% | -145 | 2026-03-31 |
| 22 | META | Meta Class A | 1.7K | $1.0M | $973K | 0.40% | +85 | 2026-03-31 |
| 23 | XLE | Energy Select Sector SPDR | 15.9K | $977K | $950K | 0.39% | -2,250 | 2026-03-31 |
| 24 | LLY | Eli Lilly & Co | 1.0K | $959K | $1.2M | 0.49% | -144 | 2026-03-31 |
| 25 | AVGO | Broadcom | 3.0K | $935K | $1.2M | 0.49% | +361 | 2026-03-31 |
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