Tandemgrowth Financial Advisors LLC
27 holdingsFiling period: 2026-06-30Current AUM: $118.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | American Centy ETF TR | 246.6K | $31.6M | $30.7M | 25.83% | +5.7K | 2026-06-30 |
| 2 | DUHP | Dimensional ETF Trust | 480.4K | $20.0M | $19.8M | 16.67% | +7.8K | 2026-06-30 |
| 3 | SCHP | Schwab Strategic TR | 705.1K | $18.7M | $18.0M | 15.19% | +26.5K | 2026-06-30 |
| 4 | DFAC | Dimensional ETF Trust | 263.7K | $11.7M | $11.5M | 9.71% | -9,429 | 2026-06-30 |
| 5 | DFIC | Dimensional ETF Trust | 196.5K | $7.3M | $7.3M | 6.11% | +16.2K | 2026-06-30 |
| 6 | AVUV | American Centy ETF TR | 40.5K | $5.1M | $4.8M | 4.08% | +4.0K | 2026-06-30 |
| 7 | AVEM | American Centy ETF TR | 46.8K | $4.5M | $3.9M | 3.28% | +2.4K | 2026-06-30 |
| 8 | AVDV | American Centy ETF TR | 40.8K | $4.2M | $4.2M | 3.52% | +1.4K | 2026-06-30 |
| 9 | DFNM | Dimensional ETF Trust | 61.1K | $3.0M | $2.9M | 2.45% | -959 | 2026-06-30 |
| 10 | TIP | iShares TR | 24.6K | $2.7M | $2.6M | 2.20% | -328 | 2026-06-30 |
| 11 | DFAX | Dimensional ETF Trust | 56.9K | $2.1M | $2.0M | 1.68% | -319 | 2026-06-30 |
| 12 | AVDE | American Centy ETF TR | 21.6K | $1.9M | $1.9M | 1.59% | -- | 2026-06-30 |
| 13 | GS | Goldman Sachs Group Inc | 1.7K | $1.7M | $1.5M | 1.25% | -- | 2026-06-30 |
| 14 | DFSV | Dimensional ETF Trust | 34.3K | $1.3M | $1.3M | 1.11% | -- | 2026-06-30 |
| 15 | DFAT | Dimensional ETF Trust | 13.2K | $921K | $905K | 0.76% | -- | 2026-06-30 |
| 16 | DISV | Dimensional ETF Trust | 19.8K | $795K | $824K | 0.69% | -277 | 2026-06-30 |
| 17 | HD | Home Depot Inc | 2.1K | $724K | $705K | 0.59% | +229 | 2026-06-30 |
| 18 | DFGR | Dimensional ETF Trust | 24.4K | $705K | $695K | 0.58% | +2.2K | 2026-06-30 |
| 19 | IWF | iShares TR | 5.4K | $666K | $599K | 0.50% | +4.0K | 2026-06-30 |
| 20 | MTUM | iShares TR | 1.8K | $625K | $465K | 0.39% | -- | 2026-06-30 |
| 21 | LLY | Eli Lilly & Co | 369 | $442K | $499K | 0.42% | -- | 2026-06-30 |
| 22 | DFEM | Dimensional ETF Trust | 8.8K | $356K | $309K | 0.26% | -- | 2026-06-30 |
| 23 | DFSD | Dimensional ETF Trust | 6.9K | $328K | $323K | 0.27% | -- | 2026-06-30 |
| 24 | EFX | Equifax Inc | 1.7K | $267K | $319K | 0.27% | -- | 2026-06-30 |
| 25 | IWD | iShares TR | 1.1K | $266K | $282K | 0.24% | -- | 2026-06-30 |
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