StockDriftsStockDriftsTop 50 Tandem Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.37% | 65.0K | $42.5M | +17284.22%(+64.64K) | $668.94(+11.88%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 7.95% | 304.3K | $23.5M | new | $77.70(-1.63%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 5.2% | 167.5K | $15.4M | -24.96%(-55.71K) | $44.59(+75.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.52% | 208.4K | $13.4M | new | $62.25(+13.75%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 4.26% | 328.7K | $12.6M | new | $32.84(+20.03%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.06% | 20.8K | $12.0M | new | $542.11(+31.45%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.85% | 17.5K | $11.4M | +118.93%(+9.48K) | $630.34(+18.16%) | 2026-03-31 | |
| IMCG | ISHARES TR | 2.86% | 107.5K | $8.5M | +64.34%(+42.08K) | $76.68(+26.85%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.66% | 128.1K | $7.9M | +880.60%(+115.04K) | $61.55(+16.95%) | 2026-03-31 | |
| ILCV | ISHARES TR | 2.55% | 80.8K | $7.5M | new | $88.03(+17.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.59% | +75.37% |
| Top 20 Holdings Unweighted | +19.67% | +71.38% |
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