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Tandem Wealth Advisors LLC13F | |
| Tandem Wealth Advisors LLC | |
| Last update 2025-05-15 | 53 Stocks (2 new) |
| Value $191.00 Mil | Turnover 3 % |
Tandem Wealth Advisors LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 395,718 | 39,132.9 | +0.30% | 20.470 | +0.06% | 0.030 | +2.13% | +3.72% | 128,438.9 | ||
MDY | S&P MidCap 400 ETF | 29,251 | 15,599.4 | +2.76% | 8.160 | +0.22% | 0.070 | +16.43% | +2.98% | 23,266.9 | ||
EFA | iShares MSCI EAFE ETF | 189,907 | 15,538.4 | -3.53% | 8.130 | -0.27% | 0.030 | +10.37% | +20.18% | 64,414.9 | ||
MBB | iShares MBS ETF | 154,087 | 14,447.5 | +0.80% | 7.560 | +0.06% | 0.040 | +2.07% | +3.61% | 39,110.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 171,285 | 13,521.2 | -0.33% | 7.070 | -0.02% | 0.040 | +2.24% | +3.96% | 34,995.9 | ||
SPY | SPDR S&P 500 ETF Trust | 23,051 | 12,879.0 | -2.44% | 6.740 | -0.17% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
DGRO | iShares Core Dividend Growth ETF | 199,548 | 12,305.5 | -2.40% | 6.440 | -0.15% | 0.040 | +12.25% | +7.46% | 32,585.1 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 60,893 | 10,532.7 | -1.95% | 5.510 | -0.11% | 0.010 | +14.28% | +7.03% | 74,612.5 | ||
QQQ | INVESCO QQQ Trust | 17,323 | 8,123.2 | -3.29% | 4.250 | -0.15% | 0.000 | +26.41% | +10.07% | 357,846.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 71,219 | 7,440.3 | +0.80% | 3.890 | +0.03% | 0.010 | +17.16% | -1.41% | 82,221.5 |
Tandem Wealth Advisors LLC's Historical Top Holdings Breakdowns
Tandem Wealth Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGT | Vanguard Information Technology ETF | 2025-03-31 | Reduce Reduce | -1.81% | 542.38 ($602.71) 646.34 | $679.79 | 12.79% | Reduce -54.61% | 4,747 | -5,712 | |
VFH | Vanguard Financials ETF | 2025-03-31 | New Buy New Buy | +1.58% | 114.07 ($121.84) 127.34 | $128.74 | 5.66% | New holding | 25,293 | 25,293 | |
ERIE | Erie Indemnity Co | 2025-03-31 | Sold Out Sold Out | -0.82% | 377.62 ($408.07) 450.61 | $364.10 | -10.78% | Sold Out | 0 | -3,905 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.27% | 74.85 ($80.6) 84.89 | $89.32 | 10.82% | Reduce -3.53% | 189,907 | -6,943 | |
MDY | S&P MidCap 400 ETF | 2025-03-31 | Add Add | +0.22% | 522.96 ($567.65) 601.18 | $583.26 | 2.75% | Add 2.76% | 29,251 | 785 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.17% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -2.44% | 23,051 | -576 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.17% | 167.43 ($211.65) 244.7 | $278.59 | 31.63% | Reduce -39.06% | 2,203 | -1,412 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Reduce Reduce | -0.15% | 60.46 ($62.66) 64.42 | $65.25 | 4.13% | Reduce -2.4% | 199,548 | -4,913 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.15% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Reduce -3.29% | 17,323 | -590 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.12% | 725.72 ($832.09) 929.72 | $776.44 | -6.69% | Add 40.57% | 984 | 284 |
Tandem Wealth Advisors LLC Total Holding History ($B)
Tandem Wealth Advisors LLC's Asset Allocation
Tandem Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tandem Wealth Advisors LLC's Hypothetical Growth since 2025-03-31
Tandem Wealth Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tandem Wealth Advisors LLC's Holdings Heat Map
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Tandem Wealth Advisors LLC's Holdings Bubble Chart
Tandem Wealth Advisors LLC News
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