Tandem Wealth Advisors

Tandem Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Tandem Wealth Advisors

Tandem Wealth Advisors holds 66 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Aggregate Bond Etf Etf (AGG) 19.7 $34M 344k 99.25
Ishares Msci Eafe Etf Etf (EFA) 10.7 $19M 246k 75.35
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 9.5 $16M 32k 507.38
Ishares Mbs Etf Etf (MBB) 6.9 $12M 128k 94.08
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 6.8 $12M 152k 77.37
Spdr S&p 500 Etf Etf (SPY) 5.7 $9.9M 21k 475.31
Powershares Qqq Tr Etf (QQQ) 5.2 $9.0M 22k 409.52
Ishares Core Dividend Growth Etf Etf (DGRO) 5.2 $9.0M 167k 53.82
Ishares S&p Smallcap 600 Etf Etf (IJR) 4.4 $7.7M 71k 108.25
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 4.1 $7.2M 46k 157.80
Vanguard Information Technology Etf (VGT) 4.0 $7.0M 14k 484.00
Ishares Msci Emerging Markets Etf Etf (EEM) 3.1 $5.4M 134k 40.21
Vanguard Total Stk Mkt Etf (VTI) 2.6 $4.5M 19k 237.22
Health Care Select Sector Spdr Etf (XLV) 2.4 $4.2M 31k 136.38
Vanguard Total Bond Market Etf Etf (BND) 1.3 $2.3M 31k 73.55
Microsoft Stock (MSFT) 0.6 $1.0M 2.7k 376.04
Apple Stock (AAPL) 0.5 $876k 4.6k 192.53
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $711k 5.1k 139.69
Energy Select Sector Spdr Etf (XLE) 0.4 $663k 7.9k 83.84
Costco Whsl Corp Stock (COST) 0.3 $588k 890.00 660.08
Pnc Finl Svcs Group Stock (PNC) 0.3 $467k 3.0k 154.87
Eli Lilly & Co Stock (LLY) 0.3 $464k 796.00 582.92
Broadcom Stock (AVGO) 0.3 $457k 409.00 1116.25
Amazon.com Stock (AMZN) 0.3 $437k 2.9k 151.94
Visa Stock (V) 0.2 $428k 1.6k 260.35
Thermo Fisher Scientific Stock (TMO) 0.2 $422k 795.00 530.79
Kla Corp Stock (KLAC) 0.2 $413k 710.00 581.30
Unitedhealth Group Stock (UNH) 0.2 $411k 781.00 526.47
Tjx Cos Stock (TJX) 0.2 $385k 4.1k 93.81
Procter And Gamble Stock (PG) 0.2 $378k 2.6k 146.54
Adobe Stock (ADBE) 0.2 $374k 627.00 596.60
Linde Stock (LIN) 0.2 $342k 832.00 410.71
Intercontinental Exchange Stock (ICE) 0.2 $342k 2.7k 128.43
Johnson & Johnson Stock (JNJ) 0.2 $341k 2.2k 156.74
Nvidia Corporation Stock (NVDA) 0.2 $323k 653.00 495.22
Ge Healthcare Technologies Stock (GEHC) 0.2 $322k 4.2k 77.32
Jpmorgan Chase & Co Stock (JPM) 0.2 $320k 1.9k 170.10
Blackstone Stock (BX) 0.2 $318k 2.4k 130.92
Chubb Stock (CB) 0.2 $309k 1.4k 226.00
Caterpillar Stock (CAT) 0.2 $296k 1.0k 295.67
Emerson Elec Stock (EMR) 0.2 $280k 2.9k 97.33
Deere & Co Stock (DE) 0.2 $265k 663.00 399.87
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.2 $265k 6.6k 40.06
Abbott Labs Stock (ABT) 0.1 $256k 2.3k 110.07
Nextera Energy Stock (NEE) 0.1 $255k 4.2k 60.74
Home Depot Stock (HD) 0.1 $251k 725.00 346.55
Honeywell Intl Stock (HON) 0.1 $250k 1.2k 209.71
Bank America Corp Stock (BAC) 0.1 $227k 6.7k 33.67
Autozone Inc Nev Stock (AZO) 0.1 $217k 84.00 2585.61
Fortinet Stock (FTNT) 0.1 $217k 3.7k 58.53
Hershey Stock (HSY) 0.1 $189k 1.0k 186.44
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP) 0.0 $61k 1.1k 53.26
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $40k 669.00 59.62
Workday Inc Cl A Stock (WDAY) 0.0 $28k 100.00 276.06
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $27k 193.00 140.93
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.0 $25k 675.00 37.22
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.0 $25k 435.00 56.39
Public Svc Enterprise Grp Stock (PEG) 0.0 $21k 338.00 61.15
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.0 $18k 199.00 89.80
Erie Indty Co Cl A Stock (ERIE) 0.0 $14k 43.00 334.93
Sirius Xm Holdings Stock (SIRI) 0.0 $14k 2.5k 5.47
Dimensional U.s. Equity Etf Etf (DFUS) 0.0 $13k 259.00 51.83
Avantis International Small Cap Value Etf Etf (AVDV) 0.0 $8.6k 137.00 62.49
Nike Inc Cl B Stock (NKE) 0.0 $6.8k 63.00 108.57
Intel Corp Stock (INTC) 0.0 $5.0k 100.00 50.25
Merck & Co Stock (MRK) 0.0 $4.8k 44.00 109.02