TANDEMGROWTH FINANCIAL ADVISORS LLC
22 holdingsFiling period: 2026-03-31Current AUM: $115.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 240.8K | $26.8M | $30.7M | 26.52% | -71,211 | 2026-03-31 |
| 2 | SCHP | SCHWAB STRATEGIC TR | 678.6K | $18.1M | $17.7M | 15.28% | +59.6K | 2026-03-31 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 472.6K | $17.4M | $19.5M | 16.79% | -9,817 | 2026-03-31 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 273.1K | $10.6M | $12.1M | 10.48% | -32,168 | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 180.3K | $6.4M | $6.9M | 5.93% | +22.0K | 2026-03-31 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 36.5K | $4.0M | $4.6M | 3.94% | +1.3K | 2026-03-31 |
| 7 | AVDV | AMERICAN CENTY ETF TR | 39.3K | $3.9M | $4.1M | 3.55% | +2.5K | 2026-03-31 |
| 8 | AVEM | AMERICAN CENTY ETF TR | 44.4K | $3.6M | $4.0M | 3.43% | -1,098 | 2026-03-31 |
| 9 | DFNM | DIMENSIONAL ETF TRUST | 62.1K | $3.0M | $3.0M | 2.55% | +6.3K | 2026-03-31 |
| 10 | TIP | ISHARES TR | 25.0K | $2.8M | $2.7M | 2.32% | -387 | 2026-03-31 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | 57.2K | $1.9M | $2.1M | 1.80% | -- | 2026-03-31 |
| 12 | AVDE | AMERICAN CENTY ETF TR | 21.6K | $1.8M | $2.0M | 1.70% | -- | 2026-03-31 |
| 13 | DFSV | DIMENSIONAL ETF TRUST | 34.3K | $1.2M | $1.4M | 1.17% | -- | 2026-03-31 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | 13.2K | $822K | $931K | 0.80% | -- | 2026-03-31 |
| 15 | DISV | DIMENSIONAL ETF TRUST | 20.1K | $792K | $850K | 0.73% | +307 | 2026-03-31 |
| 16 | HD | HOME DEPOT INC | 1.8K | $600K | $606K | 0.52% | -468 | 2026-03-31 |
| 17 | DFGR | DIMENSIONAL ETF TRUST | 22.2K | $590K | $661K | 0.57% | +2.7K | 2026-03-31 |
| 18 | IWF | ISHARES TR | 1.3K | $572K | $635K | 0.55% | -- | 2026-03-31 |
| 19 | MTUM | ISHARES TR | 1.8K | $437K | $546K | 0.47% | -- | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 369 | $339K | $423K | 0.37% | -- | 2026-03-31 |
| 21 | DFEM | DIMENSIONAL ETF TRUST | 8.8K | $303K | $331K | 0.29% | -- | 2026-03-31 |
| 22 | IWD | ISHARES TR | 1.1K | $234K | $276K | 0.24% | -25 | 2026-03-31 |
← Scroll →