Tandem Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationphoenix, AZ
- Num holdings
52
- Value ($000)
$195,972
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001842557
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $38.23M | 20 % | 394,544 | ||
MDY S & P MID CAP 400 DEP RCPTS MID CAP | ETF | 78467Y107 | $16.21M | 8 % | 28,466 | ||
EFA ISHARES MSCI EAFE ETF | ETF | 464287465 | $14.88M | 8 % | 196,850 | ||
MBB ISHARES MBS ETF | ETF | 464288588 | $14.01M | 7 % | 152,867 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $13.85M | 7 % | 23,627 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $13.41M | 7 % | 171,847 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $12.54M | 6 % | 204,461 | ||
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | ETF | 46137V357 | $10.88M | 6 % | 62,102 | ||
NDQ POWERSHARES QQQ TR | ETF | 46090E103 | $9.16M | 5 % | 17,913 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $8.14M | 4 % | 70,654 |
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