TW

Tandem Wealth Advisors LLC

13F
Tandem Wealth Advisors LLC
Last update 2025-05-15 53 Stocks (2 new)
Value $191.00 Mil Turnover 3 %
Countries:
Top Holdings: AGG(20.47%)MDY(8.16%)EFA(8.13%)MBB(7.56%)VCSH(7.07%)
Summary Stock Picks Current Portfolio
Tandem Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
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
395,718
39,132.9
+0.30%
20.470
+0.06%
0.030
-0.45%
+2.30%
123,774.1
 
MDY 		S&P MidCap 400 ETF
29,251
15,599.4
+2.76%
8.160
+0.22%
0.070
-2.39%
-3.03%
22,171.6
 
EFA 		iShares MSCI EAFE ETF
189,907
15,538.4
-3.53%
8.130
-0.27%
0.030
+8.70%
+17.29%
63,158.0
 
MBB 		iShares MBS ETF
154,087
14,447.5
+0.80%
7.560
+0.06%
0.040
-0.97%
+2.00%
38,219.8
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
171,285
13,521.2
-0.33%
7.070
-0.02%
0.040
+1.16%
+2.66%
35,129.2
 
SPY 		SPDR S&P 500 ETF Trust
23,051
12,879.0
-2.44%
6.740
-0.17%
0.000
-0.40%
+0.98%
604,141.6
 
DGRO 		iShares Core Dividend Growth ETF
199,548
12,305.5
-2.40%
6.440
-0.15%
0.040
-3.01%
+1.39%
30,908.0
 
RSP 		Invesco S&P 500 Equal Weight ETF
60,893
10,532.7
-1.95%
5.510
-0.11%
0.010
-1.57%
+1.21%
72,017.3
 
QQQ 		INVESCO QQQ Trust
17,323
8,123.2
-3.29%
4.250
-0.15%
0.000
+2.47%
+1.85%
330,831.5
 
IJR 		iShares Core S&P Small-Cap ETF
71,219
7,440.3
+0.80%
3.890
+0.03%
0.010
-5.53%
-8.34%
76,797.6
 

Tandem Wealth Advisors LLC's Historical Top Holdings Breakdowns

Tandem Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGT 		Vanguard Information Technology ETF2025-03-31Reduce
-1.81%
●
542.38 ($602.71) 646.34
$609.13
1.07%
Reduce -54.61%
4,747
-5,712
VFH 		Vanguard Financials ETF2025-03-31New Buy
+1.58%
●
114.07 ($121.84) 127.34
$122.32
0.39%
New holding
25,293
25,293
ERIE 		Erie Indemnity Co2025-03-31Sold Out
-0.82%
●
377.62 ($408.07) 450.61
$356.04
-12.75%
Sold Out
0
-3,905
EFA 		iShares MSCI EAFE ETF2025-03-31Reduce
-0.27%
●
74.85 ($80.6) 84.89
$88.68
10.02%
Reduce -3.53%
189,907
-6,943
MDY 		S&P MidCap 400 ETF2025-03-31Add
+0.22%
●
522.96 ($567.65) 601.18
$550.97
-2.94%
Add 2.76%
29,251
785
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.17%
●
551.42 ($587.78) 612.93
$590.05
0.39%
Reduce -2.44%
23,051
-576
AVGO 		Broadcom Inc2025-03-31Reduce
-0.17%
●
167.43 ($211.65) 244.7
$241.97
14.33%
Reduce -39.06%
2,203
-1,412
DGRO 		iShares Core Dividend Growth ETF2025-03-31Reduce
-0.15%
●
60.46 ($62.66) 64.42
$61.88
-1.24%
Reduce -2.4%
199,548
-4,913
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.15%
●
468.34 ($508.07) 539.52
$519.93
2.33%
Reduce -3.29%
17,323
-590
LLY 		Eli Lilly and Co2025-03-31Add
+0.12%
●
725.72 ($832.09) 929.72
$722.57
-13.16%
Add 40.57%
984
284

Tandem Wealth Advisors LLC Total Holding History ($B)

To

Tandem Wealth Advisors LLC's Asset Allocation

To

Tandem Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

  • 1

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