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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 $173,428,593
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 344,392 $34,180,919 19.7%
2.
Ishares Trust
 IEF 246,058 $18,540,434 10.69%
3.
Spdr S & P Midcap 400 Etf Trust
 MDY 32,308 $16,392,490 9.45%
4.
Ishares Mbs Etf
 128,115 $12,053,040 6.94%
5.
Vanguard Scottsdale Funds
 152,196 $11,775,422 6.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)