account_balance
Investment manager · 13F filer · SEC CIK 1842557
Tandem Wealth Advisors LLC
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Reported value$251Mas of Jun 30, 2026
Positions48 1 new, 0 sold out
Top 10 weight79.2%MDY alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MDYSPDR S&P Midcap 400 ETF Trust
11.5%
EFAiShares MSCI EAFE ETF
10.1%Added +4%
EEMiShares MSCI Emerging Markets ETF
9.5%Trimmed −2%
AGGiShares Core U.S. Aggregate Bond ETF
9.3%Trimmed −32%
VCSHVanguard Short-Term Corporate Bond Index Fund ETF
8.8%Added +5%
DGROiShares Core Dividend Growth ETF
7.0%Added +2%
SPYSPDR S&P 500 ETF Trust
6.6%Trimmed −5%
RSPInvesco S&P 500 Equal Weight ETF
6.0%Added +2%
FLOTiShares Floating Rate Bond ETF
5.5%New
MBBiShares MBS ETF
5.0%+5%
VGTVanguard Information Technology Index Fund ETF
3.0%Trimmed −16%
VISVanguard Industrials ETF
1.5%
MDYSPDR S&P Midcap 400 ETF Trust
11.5%
EFAiShares MSCI EAFE ETF
10.1%Added +4%
EEMiShares MSCI Emerging Markets ETF
9.5%Trimmed −2%
AGGiShares Core U.S. Aggregate Bond ETF
9.3%Trimmed −32%
VCSHVanguard Short-Term Corporate Bond Index Fund ETF
8.8%Added +5%
DGROiShares Core Dividend Growth ETF
7.0%
SPYSPDR S&P 500 ETF Trust
6.6%
RSPInvesco S&P 500 Equal Weight ETF
6.0%
FLOTiShares Floating Rate Bond ETF
5.5%
MBBiShares MBS ETF
5.0%
VGT3.0%
VIS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MDY SPDR S&P Midcap 400 ETF Trust 11.5% Held
EFA iShares MSCI EAFE ETF 10.1% Added +4%
EEM iShares MSCI Emerging Markets ETF 9.5% Trimmed −2%
AGG iShares Core U.S. Aggregate Bond ETF 9.3% Trimmed −32%
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF 8.8% Added +5%
DGRO iShares Core Dividend Growth ETF 7.0% Added +2%
SPY SPDR S&P 500 ETF Trust 6.6% Trimmed −5%RSP Invesco S&P 500 Equal Weight ETF 6.0% Added +2%
FLOT iShares Floating Rate Bond ETF 5.5% New
MBB iShares MBS ETF 5.0% Added +5%
VGT Vanguard Information Technology Index Fund ETF 3.0% Trimmed −16%
VIS Vanguard Industrials ETF 1.5% Added +3%
What changed
Biggest moves since Mar 31, 2026
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