| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES AGGREGATE BOND ETF | 4 | Q3 2023 | 19.3% |
| ISHARES MSCI EAFE ETF | 4 | Q3 2023 | 10.9% |
| S & P MID CAP 400 DEP RCPTS MID CAP | 4 | Q3 2023 | 9.3% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 4 | Q3 2023 | 7.9% |
| ISHARES MBS ETF | 4 | Q3 2023 | 7.5% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 4 | Q3 2023 | 6.0% |
| SPDR S&P 500 ETF | 4 | Q3 2023 | 5.8% |
| POWERSHARES QQQ TR | 4 | Q3 2023 | 5.7% |
| VANGUARD INFORMATION TECHNOLOGY | 4 | Q3 2023 | 4.2% |
| ISHARES S&P SMALLCAP 600 ETF | 4 | Q3 2023 | 4.2% |
View Tandem Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-02-23 |
View Tandem Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.