Tandem Financial, LLC
Q4 2024 13F Holdings
- Locationgreenwood village, CO
- Num holdings
84
- Value ($000)
$94,462
- Date Filed01/27/2025
- Form type13F-HR
- CIK0002049157
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $8.53M | 9 % | 154,031 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $7.62M | 8 % | 224,754 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.48M | 8 % | 18,616 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $6.83M | 7 % | 36,879 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | $6.68M | 7 % | 133,126 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $4.95M | 5 % | 65,601 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.76M | 5 % | 8,091 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.14M | 4 % | 8,103 | ||
PWR QUANTA SVCS INC | COM | 74762E102 | $3.67M | 4 % | 11,608 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $3.61M | 4 % | 12,883 |
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