Filer Name: TANDEM WEALTH ADVISORS LLC
CIK: 1842557
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 52
Portfolio Value: $0.20B

Tandem Wealth Advisors Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AGG US ISHARES CORE U.S. AGGREGATE 394,544 $38M 19.51% 8.1% -
MDY US SPDR S&P MIDCAP 400 ETF TRST 28,466 $16M 8.27% -13.2% -
EFA US ISHARES MSCI EAFE ETF 196,850 $15M 7.59% -5.8% -
MBB US ISHARES MBS ETF 152,867 $14M 7.15% 10.5% -
SPY US SPDR S&P 500 ETF TRUST 23,627 $14M 7.07% 16.0% -
VCSH US VANGUARD S/T CORP BOND ETF 171,847 $13M 6.84% 7.6% -
DGRO US ISHARES CORE DIVIDEND GROWTH 204,461 $13M 6.40% -3.2% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 62,102 $11M 5.55% -4.7% -
QQQ US INVESCO QQQ TRUST SERIES 1 17,913 $9M 4.67% -9.3% -
IJR US ISHARES CORE S&P SMALL-CAP E 70,654 $8M 4.15% -4.2% -
VGT US VANGUARD INFO TECH ETF 10,459 $7M 3.32% -12.5% -
EEM US ISHARES MSCI EMERGING MARKET 147,393 $6M 3.15% 5.8% -
AMID US ARGENT MID CAP ETF 140,266 $5M 2.44% 100.0% -
VTI US VANGUARD TOTAL STOCK MKT ETF 13,938 $4M 2.06% -26.0% -
BND US VANGUARD TOTAL BOND MARKET 36,152 $3M 1.33% 10.8% -
ERIE US ERIE INDEMNITY COMPANY-CL A 3,905 $2M 0.82% 100.0% -
MSFT US MICROSOFT CORP 3,212 $1M 0.69% 8.8% -
AMZN US AMAZON.COM INC 5,846 $1M 0.65% 4.5% -
AAPL US APPLE INC 4,761 $1M 0.61% 3.7% -
GOOGL US ALPHABET INC-CL A 5,266 $1M 0.51% 6.1% -
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