Tandem Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Phoenix, AZ
CIK
0001842557
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 66 173,428 AGG, EFA, MDY, MBB 13F-HR 1/17/2024 000184255724000001
Q3 2023 59 163,672 AGG, EFA, MDY, VCSH 13F-HR 10/27/2023 000184255723000004
Q2 2023 50 165,324 AGG, EFA, MDY, VCSH 13F-HR 8/16/2023 000184255723000003
Q1 2023 46 160,683 AGG, EFA, MDY, VCSH 13F-HR 7/7/2023 000184255723000002
Q4 2022 83 157,414 AGG, EFA, VCSH, MBB 13F-HR 2/23/2023 000184255723000001