StockDriftsStockDriftsTop 47 Tandem Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | 15.22% | 343.9K | $34.1M | -6.63%(-24.42K) | $97.10(+1.55%) | 2026-03-31 | |
| MDY | SPDR S&P Mid Cap 400 ETF | 11.18% | 40.7K | $25.1M | -1.54%(-638) | $483.28(+43.54%) | 2026-03-31 | |
| EFA | iShares MSCI EAFE ETF | 10.18% | 235.1K | $22.8M | +2.95%(+6.74K) | $74.09(+40.86%) | 2026-03-31 | |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | 9.4% | 266.1K | $21.1M | +45.11%(+82.72K) | $76.89(+2.47%) | 2026-03-31 | |
| EEM | iShares MSCI Emerging Markets ETF | 9.02% | 356.2K | $20.2M | +55.80%(+127.58K) | $47.12(+39.42%) | 2026-03-31 | |
| DGRO | iShares Core Dividend Growth ETF | 7.07% | 226.0K | $15.9M | +0.29%(+653) | $54.61(+41.49%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 6.73% | 23.2K | $15.1M | -66.82%(-46.71K) | $584.24(+27.48%) | 2026-03-31 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 5.98% | 69.8K | $13.4M | +8.21%(+5.30K) | $156.42(+37.39%) | 2026-03-31 | |
| MBB | iShares MBS ETF | 5.36% | 126.6K | $12.0M | -28.12%(-49.50K) | $92.80(+1.43%) | 2026-03-31 | |
| VGT | Vanguard Information Technology Index Fund ETF | 2.9% | 9.3K | $6.5M | -29.31%(-3.86K) | $66.85(+71.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.94% | +25.75% |
| Top 20 Holdings Unweighted | +11.70% | +39.37% |
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