Tandem Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
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
Q3 2024 49 197,355 AGG, MDY, EFA, MBB 13F-HR 11/13/2024 000198604224000019
Q2 2024 50 186,594 AGG, EFA, MDY, MBB 13F-HR 8/8/2024 000198604224000011
Q1 2024 49 181,966 AGG, EFA, MDY, MBB 13F-HR 5/9/2024 000198604224000007
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