The Analysis of Tandem Wealth Advisors LLC's Holdings
Currently, Tandem Wealth Advisors LLC holds 47 types of securities in its portfolio with a total value $223.0M. In the most recent quarter, they have increased their positions in SPY (+44.3K shares, valued at $11.0M), MDY (+10.5K shares, valued at $6.5M), EFA (+43.7K shares, valued at $3.5M); decreased their positions in AGG (-34.0K shares, valued at $3.9M), N/A (-6.0K shares, valued at $1.3M), DGRO (-10.5K shares, valued at $765.4K); initiated new positions in SPMD (+6.2K shares, valued at $360.0K), SCHB (+10.0K shares, valued at $262.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG iShares Core U.S. Aggregate Bond ETF368.3K shares-8.45%2025-12-312026-02-12
MDY SPDR S&P Mid Cap 400 ETF41.3K shares34.11%2025-12-312026-02-12 EFA iShares MSCI EAFE ETF228.3K shares23.67%2025-12-312026-02-12 SPY SPDR S&P 500 ETF69.9K shares172.77%2025-12-312026-02-12 DGRO iShares Core Dividend Growth ETF225.4K shares-4.47%2025-12-312026-02-12 MBB iShares MBS ETF176.1K shares12.60%2025-12-312026-02-12 VCSH Vanguard Short-Term Corporate Bond Index Fund ETF183.4K shares4.90%2025-12-312026-02-12 EEM iShares MSCI Emerging Markets ETF228.6K shares-4.47%2025-12-312026-02-12 VGT Vanguard Information Technology Index Fund ETF13.2K shares15.17%2025-12-312026-02-12 VTI Vanguard Total Stock Market ETF12.6K shares-1.66%2025-12-312026-02-12 VFH Vanguard Financials Index Fund ETF27.4K shares8.07%2025-12-312026-02-12 BND Vanguard Total Bond Market ETF41.7K shares2.06%2025-12-312026-02-12 AMZN Amazon6.7K shares21.51%2025-12-312026-02-12 AAPL Apple5.7K shares3.77%2025-12-312026-02-12 MSFT Microsoft3.1K shares18.11%2025-12-312026-02-12 NVDA NVIDIA7.3K shares45.86%2025-12-312026-02-12 LLY Eli Lilly & Co1.2K shares11.25%2025-12-312026-02-12 COST Costco1.3K shares20.52%2025-12-312026-02-12 KLAC KLA916 shares16.69%2025-12-312026-02-12 META Meta Class A1.7K shares25.40%2025-12-312026-02-12 Broadcom Broadcom2.7K shares19.18%2025-12-312026-02-12 XLE Energy Select Sector SPDR18.2K shares141.33%2025-12-312026-02-12 ICE Intercontinental Exchange4.8K shares22.37%2025-12-312026-02-12 PANW Palo Alto Networks4.1K shares23.39%2025-12-312026-02-12 Eaton Corp Eaton Corp2.4K shares24.63%2025-12-312026-02-12 JPM JPMorgan Chase & Co2.3K shares20.58%2025-12-312026-02-12 XLU Utilities Select Sector SPDR Fund16.1K shares140.65%2025-12-312026-02-12 BAC Bank of America11.4K shares19.57%2025-12-312026-02-12 GS Goldman Sachs655 shares18.87%2025-12-312026-02-12 PH Parker-Hannifin638 shares17.50%2025-12-312026-02-12 TMO Thermo Fisher Scientific956 shares15.74%2025-12-312026-02-12 CB Chubb1.8K shares17.73%2025-12-312026-02-12 CAT Caterpillar937 shares13.99%2025-12-312026-02-12 Linde Linde1.2K shares23.49%2025-12-312026-02-12 AZO AutoZone149 shares23.14%2025-12-312026-02-12 TJX TJX Companies3.3K shares17.27%2025-12-312026-02-12 BA Boeing2.3K shares21.19%2025-12-312026-02-12 V Visa1.4K shares19.82%2025-12-312026-02-12 XLRE Real Estate Select Sector SPDR Fund11.6K shares21.78%2025-12-312026-02-12 SHW Sherwin Williams1.4K shares22.63%2025-12-312026-02-12 Blackstone Blackstone2.4K shares26.56%2025-12-312026-02-12 HD Home Depot1.0K shares24.64%2025-12-312026-02-12 SPMD State Street S&P 400 Mid Cap ETF6.2K sharesnew addition2025-12-312026-02-12 NFLX Netflix2.9K shares1158.62%2025-12-312026-02-12 SCHB Schwab U.S. Broad Market ETF10.0K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available