Tandem Wealth Advisors LLC: 13F holdings
CIK 18425572026Q2
| Positions | 48 |
|---|
| Reported value | $251.2m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 48 (+1 vs prior quarter) |
|---|
| Reported value | $251.2m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MDY SPDR S&P Mid Cap 400 ETF | 41,156 | $28.9m | 11.5% |
| EFA iShares MSCI EAFE ETF | 244,341 | $25.4m | 10.1% |
| EEM iShares MSCI Emerging Markets ETF | 347,610 | $23.8m | 9.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 235,324 | $23.3m | 9.3% |
| VCSH Vanguard Short-Term Corporate Bond Index Fund ETF | 278,252 | $22.0m | 8.8% |
| DGRO iShares Core Dividend Growth ETF | 231,146 | $17.5m | 7.0% |
| SPY SPDR S&P 500 ETF | 22,120 | $16.5m | 6.6% |
| RSP Invesco S&P 500 Equal Weight ETF | 71,243 | $15.2m | 6.0% |
| FLOT iShares Floating Rate Bond ETF | 269,317 | $13.7m | 5.5% |
| MBB iShares MBS ETF | 133,260 | $12.6m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842557")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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