Tandem Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
53
- Value ($000)
$191,201
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $39.13 M | 21 % | 395,718 | ||
MDY S & P MID CAP 400 DEP RCPTS MID CAP | ETF | 78467Y107 | $15.60 M | 8 % | 29,251 | ||
EFA ISHARES MSCI EAFE ETF | ETF | 464287465 | $15.54 M | 8 % | 189,907 | ||
MBB ISHARES MBS ETF | ETF | 464288588 | $14.45 M | 8 % | 154,087 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $13.52 M | 7 % | 171,285 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $12.88 M | 7 % | 23,051 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $12.31 M | 6 % | 199,548 | ||
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | ETF | 46137V357 | $10.53 M | 6 % | 60,893 | ||
NDQ POWERSHARES QQQ TR | ETF | 46090E103 | $8.12 M | 4 % | 17,323 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $7.44 M | 4 % | 71,219 |
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