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Home > Institutional Investor > Tandemgrowth Financial Advisors Llc > Profile

Instuitional Investor - Tandemgrowth Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Tandemgrowth Financial Advisors Llc
Portfolio Value $122,375,802
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr - US EQT ETF
 246,572 $31,580,887 25.81%
2.
Dimensional Etf Trust
 DFAC 480,387 $20,046,570 16.38%
3.
Schwab Strategic Trust
 SCHD 705,091 $18,684,915 15.27%
4.
Dimensional Etf Trust
 DFAC 263,655 $11,695,739 9.56%
5.
Dimensional Etf Trust
 DFAC 196,494 $7,321,369 5.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.