Tandem Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    phoenix, AZ
  • CIK
    0001842557
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

52

$195.97M
AGG, MDY, EFA, MBB
13F-HR
Feb 13, 2025
000198604225000005

49

$197.36M
AGG, MDY, EFA, MBB
13F-HR
Nov 13, 2024
000198604224000019

50

$186.59M
AGG, EFA, MDY, MBB
13F-HR
Aug 8, 2024
000198604224000011

49

$181.97M
AGG, EFA, MDY, MBB
13F-HR
May 9, 2024
000198604224000007

66

$173.43M
AGG, EFA, MDY, MBB
13F-HR
Jan 17, 2024
000184255724000001

59

$163.67M
AGG, EFA, MDY, VCSH
13F-HR
Oct 27, 2023
000184255723000004

50

$165.32M
AGG, EFA, MDY, VCSH
13F-HR
Aug 16, 2023
000184255723000003

46

$160.68M
AGG, EFA, MDY, VCSH
13F-HR
Jul 7, 2023
000184255723000002

83

$157.41M
AGG, EFA, VCSH, MBB
13F-HR
Feb 23, 2023
000184255723000001
Tandem Wealth Advisors Llc 13F Filings