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 $210.3M. In the most recent quarter, they have increased their positions in EEM (+239.3K shares, valued at $12.8M), AGG (+28.1K shares, valued at $2.8M), VCSH (+13.7K shares, valued at $1.1M); decreased their positions in EFA (-80.8K shares, valued at $7.5M), VGT (-2.1K shares, valued at $1.6M), SPY (-1.6K shares, valued at $1.1M); initiated new positions in EEM (+239.3K shares, valued at $12.8M), BA (+1.9K shares, valued at $402.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG iShares Core U.S. Aggregate Bond ETF402.3K shares7.50%2025-09-302025-11-14
MDY SPDR S&P Mid Cap 400 ETF30.8K shares-3.25%2025-09-302025-11-14 EFA iShares MSCI EAFE ETF184.6K shares-30.44%2025-09-302025-11-14 SPY SPDR S&P 500 ETF25.6K shares-5.90%2025-09-302025-11-14 DGRO iShares Core Dividend Growth ETF235.9K shares-1.22%2025-09-302025-11-14 MBB iShares MBS ETF156.4K shares7.35%2025-09-302025-11-14 VCSH Vanguard Short-Term Corporate Bond Index Fund ETF174.8K shares8.47%2025-09-302025-11-14 RSP Invesco S&P 500 Equal Weight ETF70.6K shares-1.82%2025-09-302025-11-14 EEM iShares MSCI Emerging Markets ETF239.3K sharesnew addition2025-09-302025-11-14 VGT Vanguard Information Technology Index Fund ETF11.4K shares-15.62%2025-09-302025-11-14 AMID Argent Mid Cap ETF172.8K shares-5.50%2025-09-302025-11-14 VTI Vanguard Total Stock Market ETF12.8K shares-6.63%2025-09-302025-11-14 VFH Vanguard Financials Index Fund ETF25.3K shares-2.80%2025-09-302025-11-14 BND Vanguard Total Bond Market ETF40.8K shares7.29%2025-09-302025-11-14 AAPL Apple5.5K shares-11.77%2025-09-302025-11-14 MSFT Microsoft2.6K shares-11.16%2025-09-302025-11-14 AMZN Amazon5.5K shares-6.29%2025-09-302025-11-14 COST Costco1.1K shares15.27%2025-09-302025-11-14 GOOGL Alphabet Class A4.0K shares-28.29%2025-09-302025-11-14 META Meta Class A1.3K shares-14.50%2025-09-302025-11-14 NVDA NVIDIA5.0K shares-25.31%2025-09-302025-11-14 KLAC KLA785 shares-24.74%2025-09-302025-11-14 LLY Eli Lilly & Co1.1K shares12.08%2025-09-302025-11-14 AVGO Broadcom2.2K shares-38.34%2025-09-302025-11-14 ETN Eaton Corp1.9K shares-13.90%2025-09-302025-11-14 PANW Palo Alto Networks3.3K shares48.23%2025-09-302025-11-14 XLE Energy Select Sector SPDR7.5K shares6.93%2025-09-302025-11-14 ICE Intercontinental Exchange3.9K shares6.04%2025-09-302025-11-14 JPM JPMorgan Chase & Co1.9K shares-13.78%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC COM3.0K shares0.00%2025-09-302025-11-14 XLU Utilities Select Sector SPDR Fund6.7K shares23.54%2025-09-302025-11-14 AZO AutoZone121 shares65.75%2025-09-302025-11-14 BAC Bank of America9.5K shares-17.01%2025-09-302025-11-14 LIN Linde1.0K shares5.88%2025-09-302025-11-14 GS Goldman Sachs551 shares34.06%2025-09-302025-11-14 CB Chubb1.5K shares17.56%2025-09-302025-11-14 PH Parker-Hannifin543 shares-10.54%2025-09-302025-11-14 TJX TJX Companies2.8K shares3.19%2025-09-302025-11-14 XLRE Real Estate Select Sector SPDR Fund9.6K shares6.70%2025-09-302025-11-14 BA Boeing1.9K sharesnew addition2025-09-302025-11-14 SHW Sherwin Williams1.2K shares10.60%2025-09-302025-11-14 TMO Thermo Fisher Scientific826 shares5.63%2025-09-302025-11-14 CAT Caterpillar822 shares-25.61%2025-09-302025-11-14 V Visa1.1K shares9.93%2025-09-302025-11-14 HD Home Depot840 shares-2.44%2025-09-302025-11-14 BX Blackstone1.9K shares-18.87%2025-09-302025-11-14 NFLX Netflix232 shares23.40%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available