Universe · entity
Tandem Wealth Advisors LLC
Institutional manager (13F) · CIK 1842557
13F holdings · as of 2026-03-31 · top 47 · reported portfolio $224M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | $34M | 343,924 |
| 2 | SPDR S&P Mid Cap 400 ETF | $25M | 40,661 |
| 3 | iShares MSCI EAFE ETF | $23M | 235,056 |
| 4 | Vanguard Short-Term Corporate Bond Index Fund ETF | $21M | 266,100 |
| 5 | iShares MSCI Emerging Markets ETF | $20M | 356,191 |
| 6 | iShares Core Dividend Growth ETF | $16M | 226,014 |
| 7 | SPDR S&P 500 ETF | $15M | 23,199 |
| 8 | Invesco S&P 500 Equal Weight ETF | $13M | 69,830 |
| 9 | iShares MBS ETF | $12M | 126,557 |
| 10 | Vanguard Information Technology Index Fund ETF | $6M | 9,316 |
| 11 | Vanguard Financials Index Fund ETF | $3M | 27,577 |
| 12 | Vanguard Industrials ETF | $3M | 10,356 |
| 13 | Vanguard Total Stock Market ETF | $3M | 10,026 |
| 14 | Vanguard Total Bond Market ETF | $2M | 31,627 |
| 15 | Amazon | $2M | 8,357 |
| 16 | Apple | $2M | 5,973 |
| 17 | Costco | $1M | 1,330 |
| 18 | NVIDIA | $1M | 7,520 |
| 19 | Microsoft | $1M | 3,354 |
| 20 | Alphabet Class A | $1M | 4,296 |
| 21 | KLA | $1M | 771 |
| 22 | Meta Class A | $1M | 1,749 |
| 23 | Energy Select Sector SPDR | $977k | 15,949 |
| 24 | Eli Lilly & Co | $959k | 1,043 |
| 25 | Broadcom | $935k | 3,021 |
| 26 | Palo Alto Networks | $916k | 5,711 |
| 27 | Eaton Corp | $869k | 2,429 |
| 28 | Boeing | $847k | 4,257 |
| 29 | JPMorgan Chase & Co | $781k | 2,655 |
| 30 | Utilities Select Sector SPDR Fund | $755k | 16,446 |
| 31 | Linde | $662k | 1,336 |
| 32 | Bank of America | $616k | 12,639 |
| 33 | AutoZone | $588k | 174 |
| 34 | Goldman Sachs | $550k | 650 |
| 35 | Chubb | $535k | 1,640 |
| 36 | TJX Companies | $522k | 3,269 |
| 37 | Thermo Fisher Scientific | $515k | 1,048 |
| 38 | Parker-Hannifin | $505k | 564 |
| 39 | Real Estate Select Sector SPDR Fund | $499k | 12,215 |
| 40 | Schwab U.S. Broad Market ETF | $492k | 19,588 |
| 41 | Caterpillar | $477k | 673 |
| 42 | Netflix | $475k | 4,942 |
| 43 | Visa | $474k | 1,568 |
| 44 | Sherwin Williams | $468k | 1,460 |
| 45 | Home Depot | $388k | 1,181 |
| 46 | United Parcel Services | $333k | 3,388 |
| 47 | State Street S&P 400 Mid Cap ETF | $302k | 5,095 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.