Tandemgrowth Financial Advisors

Tandemgrowth Financial Advisors as of March 31, 2026

Portfolio Holdings for Tandemgrowth Financial Advisors

Tandemgrowth Financial Advisors holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 25.2 $27M 241k 111.18
Schwab Strategic Tr Us Tips Etf (SCHP) 17.0 $18M 679k 26.61
Dimensional Etf Trust Us High Profitab (DUHP) 16.4 $17M 473k 36.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.0 $11M 273k 38.86
Dimensional Etf Trust Intl Core Equity (DFIC) 6.0 $6.4M 180k 35.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $4.0M 37k 110.47
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.7 $3.9M 39k 99.86
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.4 $3.6M 44k 80.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.8 $3.0M 62k 47.93
Ishares Tr Tips Bd Etf (TIP) 2.6 $2.8M 25k 110.36
Dimensional Etf Trust World Ex Us Core (DFAX) 1.8 $1.9M 57k 33.97
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $1.8M 22k 84.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.1 $1.2M 34k 35.04
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $823k 13k 62.45
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $793k 20k 39.44
Home Depot (HD) 0.6 $601k 1.8k 328.89
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $590k 22k 26.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $572k 1.3k 426.30
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $438k 1.8k 239.99
Eli Lilly & Co. (LLY) 0.3 $339k 369.00 919.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $303k 8.8k 34.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $235k 1.1k 213.58