Tandemgrowth Financial Advisors

Tandemgrowth Financial Advisors as of June 30, 2026

Portfolio Holdings for Tandemgrowth Financial Advisors

Tandemgrowth Financial Advisors holds 27 positions in its portfolio as reported in the June 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) 25.8 $32M 247k 128.08
Dimensional Etf Trust Us High Prof Etf (DUHP) 16.4 $20M 480k 41.73
Schwab Strategic Tr Us Tips Etf (SCHP) 15.3 $19M 705k 26.50
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 9.6 $12M 264k 44.36
Dimensional Etf Trust Intl Core Equity (DFIC) 6.0 $7.3M 197k 37.26
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.1 $5.1M 41k 124.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $4.5M 47k 96.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.4 $4.2M 41k 103.05
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.4 $3.0M 61k 48.34
Ishares Tr Tips Bd Etf (TIP) 2.2 $2.7M 25k 109.43
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $2.1M 57k 36.84
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $1.9M 22k 89.20
Goldman Sachs (GS) 1.4 $1.7M 1.7k 1011.37
Dimensional Etf Trust Us Small Cap Etf (DFSV) 1.1 $1.3M 34k 38.79
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $921k 13k 69.90
Dimensional Etf Trust Intl Small Cap V (DISV) 0.6 $795k 20k 40.13
Home Depot (HD) 0.6 $725k 2.1k 352.68
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $706k 24k 28.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $666k 5.4k 124.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $626k 1.8k 342.83
Eli Lilly & Co. (LLY) 0.4 $443k 369.00 1199.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $357k 8.8k 40.64
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $328k 6.9k 47.75
Equifax (EFX) 0.2 $267k 1.7k 158.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $266k 1.1k 242.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $223k 4.6k 48.43
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $209k 4.4k 47.38