Tandem Investment Partners LLC
Q1 2025 13F Holdings
- Locationbordentown, NJ
- Num holdings
64
- Value ($000)
$101,248
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002056333
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.62M | 8 % | 13,630 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $5.84M | 6 % | 88,745 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $5.60M | 6 % | 72,363 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.43M | 5 % | 27,994 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $5.04M | 5 % | 81,104 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $4.96M | 5 % | 90,550 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.18M | 4 % | 15,213 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $4.07M | 4 % | 7,509 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $3.63M | 4 % | 6,813 | ||
KRE SPDR SER TR | BLOOMBERG INVT | 78468R200 | $2.97M | 3 % | 96,250 |
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