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Home > Institutional Investor > Tandem Wealth Advisors Llc > Profile

Instuitional Investor - Tandem Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Tandem Wealth Advisors Llc
Portfolio Value $191,201,025
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 395,718 $39,132,909 20.47%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 29,251 $15,599,359 8.16%
3.
Ishares Trust
 VLUE 189,907 $15,538,430 8.13%
4.
Ishares Mbs Etf - ETF
 154,087 $14,447,463 7.56%
5.
Vanguard Scottsdale Funds
 171,285 $13,521,222 7.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)