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The Analysis of TANDEMGROWTH FINANCIAL ADVISORS LLC's Holdings & P&L

Currently, TANDEMGROWTH FINANCIAL ADVISORS LLC holds 22 types of securities in its portfolio with a total value $106.2M. In the most recent quarter, they have increased their positions in SCHP (+59.6K shares, valued at $1.6M), DFIC (+22.0K shares, valued at $781.9K), DFNM (+6.3K shares, valued at $300.3K); decreased their positions in AVUS (-71.2K shares, valued at $7.9M), DFAC (-32.2K shares, valued at $1.3M), DUHP (-9.8K shares, valued at $360.9K).

1M P&L

+1.1M+0.95%

3M P&L

+1.5M+1.35%

HY P&L

+5.3M+4.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A105.2M

99.1%

2Home Improvement Retail600.6K

0.6%

3Drug Manufacturers - General339.4K

0.3%

Top Industries by Stock Count

1N/A20 stocks

90.9%

2Drug Manufacturers - General1 stocks

4.5%

3Home Improvement Retail1 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR240.8K shares-22.82%2026-03-312026-05-07

SCHP SCHWAB STRATEGIC TR678.6K shares9.63%2026-03-312026-05-07

DUHP DIMENSIONAL ETF TRUST472.6K shares-2.03%2026-03-312026-05-07

DFAC DIMENSIONAL ETF TRUST273.1K shares-10.54%2026-03-312026-05-07

DFIC DIMENSIONAL ETF TRUST180.3K shares13.90%2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR36.5K shares3.68%2026-03-312026-05-07

AVDV AMERICAN CENTY ETF TR39.3K shares6.72%2026-03-312026-05-07

AVEM AMERICAN CENTY ETF TR44.4K shares-2.41%2026-03-312026-05-07

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DFNM DIMENSIONAL ETF TRUST62.1K shares11.22%2026-03-312026-05-07

TIP ISHARES TR25.0K shares-1.53%2026-03-312026-05-07

DFAX DIMENSIONAL ETF TRUST57.2K shares0.00%2026-03-312026-05-07

AVDE AMERICAN CENTY ETF TR21.6K shares0.00%2026-03-312026-05-07

DFSV DIMENSIONAL ETF TRUST34.3K shares0.00%2026-03-312026-05-07

DFAT DIMENSIONAL ETF TRUST13.2K shares0.00%2026-03-312026-05-07

DISV DIMENSIONAL ETF TRUST20.1K shares1.55%2026-03-312026-05-07

HD HOME DEPOT INC1.8K shares-20.40%2026-03-312026-05-07

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DFGR DIMENSIONAL ETF TRUST22.2K shares14.09%2026-03-312026-05-07

IWF ISHARES TR1.3K shares0.00%2026-03-312026-05-07

MTUM ISHARES TR1.8K shares0.00%2026-03-312026-05-07

LLY ELI LILLY & CO369 shares0.00%2026-03-312026-05-07

DFEM DIMENSIONAL ETF TRUST8.8K shares0.00%2026-03-312026-05-07

IWD ISHARES TR1.1K shares-2.23%2026-03-312026-05-07

AVUS

AMERICAN CENTY ETF TR

-22.82%

Shares240.8K

Event2026-03-31

Filed2026-05-07

SCHP

SCHWAB STRATEGIC TR

9.63%

Shares678.6K

Event2026-03-31

Filed2026-05-07

DUHP

DIMENSIONAL ETF TRUST

-2.03%

Shares472.6K

Event2026-03-31

Filed2026-05-07

DFAC

DIMENSIONAL ETF TRUST

-10.54%

Shares273.1K

Event2026-03-31

Filed2026-05-07

DFIC

DIMENSIONAL ETF TRUST

13.90%

Shares180.3K

Event2026-03-31

Filed2026-05-07

AVUV

AMERICAN CENTY ETF TR

3.68%

Shares36.5K

Event2026-03-31

Filed2026-05-07

AVDV

AMERICAN CENTY ETF TR

6.72%

Shares39.3K

Event2026-03-31

Filed2026-05-07

AVEM

AMERICAN CENTY ETF TR

-2.41%

Shares44.4K

Event2026-03-31

Filed2026-05-07

DFNM

DIMENSIONAL ETF TRUST

11.22%

Shares62.1K

Event2026-03-31

Filed2026-05-07

TIP

ISHARES TR

-1.53%

Shares25.0K

Event2026-03-31

Filed2026-05-07

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares57.2K

Event2026-03-31

Filed2026-05-07

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares21.6K

Event2026-03-31

Filed2026-05-07

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares34.3K

Event2026-03-31

Filed2026-05-07

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-07

DISV

DIMENSIONAL ETF TRUST

1.55%

Shares20.1K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

-20.40%

Shares1.8K

Event2026-03-31

Filed2026-05-07

DFGR

DIMENSIONAL ETF TRUST

14.09%

Shares22.2K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

0.00%

Shares369

Event2026-03-31

Filed2026-05-07

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

-2.23%

Shares1.1K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available