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Home > Institutional Investor > Tandem Financial, Llc > Profile

Instuitional Investor - Tandem Financial, Llc

Fund Profile
Filing Period:
Fund Name: Tandem Financial, Llc
Portfolio Value $107,206,668
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust - GOLD MINERS ETF
 181,429 $9,445,204 8.81%
2.
Spdr S & P 500 Etf Trust
 SPY 14,950 $9,262,884 8.64%
3.
Schwab Strategic Trust
 FNDF 255,799 $8,443,925 7.88%
4.
Vanguard Scottsdale Funds
 133,132 $7,471,344 6.97%
5.
Ishares Tr
 89,169 $7,154,002 6.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)