Tandem Wealth Advisors LLC
CIK 1842557 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- MDY11.52%
- EFA10.10%
- EEM9.46%
- AGG9.27%
- VCSH8.75%
- DGRO6.97%
- SPY6.57%
- RSP6.03%
- FLOT5.47%
- MBB5.01%
Share classes counted separately79.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AGGWeight decreased · -5.95 pp15.22% → 9.27%Shares -108.60K (-31.58%)
- VCSHWeight decreased · -0.65 pp9.40% → 8.75%Shares +12.15K (+4.57%)
- EEMWeight increased · +0.44 pp9.02% → 9.46%Shares -8.58K (-2.41%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MDYSTATE STREET SPDR S&P MIDCAPETF View history and evidence | $28.95M | 11.52% | 41.16K shares | 11.18% → 11.52%+0.34 pp +495 (+1.22%) | Added | ▾ |
| 02 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $25.38M | 10.10% | 244.34K shares | 10.18% → 10.10%-0.08 pp +9.29K (+3.95%) | Added | ▾ |
| 03 | EEMISHARES MSCI EMERGING MARKETETF View history and evidence | $23.78M | 9.46% | 347.61K shares | 9.02% → 9.46%+0.44 pp -8.58K (-2.41%) | Reduced | ▾ |
| 04 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $23.29M | 9.27% | 235.32K shares | 15.22% → 9.27%-5.95 pp -108.60K (-31.58%) | Reduced | ▾ |
| 05 | VCSHVANGUARD S/T CORP BOND ETFETF View history and evidence | $21.99M | 8.75% | 278.25K shares | 9.40% → 8.75%-0.65 pp +12.15K (+4.57%) | Added | ▾ |
| 06 | DGROISHARES CORE DIVIDEND GROWTHETF View history and evidence | $17.52M | 6.97% | 231.15K shares | 7.07% → 6.97%-0.10 pp +5.13K (+2.27%) | Added | ▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $16.52M | 6.57% | 22.12K shares | 6.73% → 6.57%-0.16 pp -1.08K (-4.65%) | Reduced | ▾ |
| 08 | RSPINVESCO S&P 500 EQUAL WEIGHTETF View history and evidence | $15.16M | 6.03% | 71.24K shares | 5.98% → 6.03%+0.05 pp +1.41K (+2.02%) | Added | ▾ |
| 09 | FLOTISHARES FLOATING RATE BOND EETF View history and evidence | $13.75M | 5.47% | 269.32K shares | Prior unavailable +269.32K | New | ▾ |
| 10 | MBBISHARES MBS ETFETF View history and evidence | $12.60M | 5.01% | 133.26K shares | 5.36% → 5.01%-0.35 pp +6.70K (+5.30%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1842557 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 251247866
}Research all 48 reported holdings.
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