Holdings of TANDEMGROWTH FINANCIAL ADVISORS LLC
18 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.5 % of the equity sleeve
Sector breakdown
- Funds 3.4 %
- Consumer discretionary 0.6 %
- Health care 0.3 %
- Unattributed 95.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 18 | 102.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Avantis US Equity ETF | 240,833 | 26.8M $ | |
| 2 | Schwab US TIPS ETF | 678,604 | 18.1M $ | |
| 3 | Dimensional ETF Trust | 472,628 | 17.4M $ | |
| 4 | Dimensional ETF Trust | 273,084 | 10.6M $ | |
| 5 | Dimensional International Core | 180,275 | 6.4M $ | |
| 6 | American Century ETF Trust | 36,496 | 4M $ | |
| 7 | Avantis International Small Cap Value ETF | 39,343 | 3.9M $ | |
| 8 | Avantis Emerging Markets Equity ETF | 44,428 | 3.6M $ | |
| 9 | DFA Dimensional National Municipal Bond ETF | 62,089 | 3M $ | |
| 10 | iShares TIPS Bond ETF | 24,966 | 2.8M $ | |
| 11 | Avantis International Equity ETF | 21,551 | 1.8M $ | |
| 12 | Dimensional U S Targeted Value ETF | 13,178 | 823K $ | |
| 13 | Dimensional International Smal | 20,095 | 792.5K $ | |
| 14 | Home Depot Inc/The | 1,826 | 600.6K $ | |
| 15 | iShares Russell 1000 Growth ETF | 1,342 | 572.1K $ | |
| 16 | iShares MSCI USA Momentum Factor ETF | 1,825 | 438K $ | |
| 17 | Eli Lilly & Co | 369 | 339.4K $ | |
| 18 | iShares Trust | 1,098 | 234.5K $ |