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Tandemgrowth Financial Advisors Llc

Portfolio Manager
Tandemgrowth Financial Advisors Llc
Performance
+0.00% (2026 Q1)
AUM (13F)
$106.16M
# of Holdings
22
Performance Rank
Allocation (Top 20)
99.51%

Tandemgrowth Financial Advisors Llc Holdings Map

Top 22 Tandemgrowth Financial Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
25.22%240.8K$26.8M
-22.82%(-71.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 312.0K shares2026-Q1: 240.8K shares
$110.24(+15.28%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
17.01%678.6K$18.1M
+9.63%(+59.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 619.0K shares2026-Q1: 678.6K shares
$26.71(-1.55%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
16.37%472.6K$17.4M
-2.03%(-9.82K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 482.4K shares2026-Q1: 472.6K shares
$37.90(+9.74%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
10%273.1K$10.6M
-10.54%(-32.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 305.3K shares2026-Q1: 273.1K shares
$39.08(+13.23%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
6.03%180.3K$6.4M
+13.90%(+22.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 158.3K shares2026-Q1: 180.3K shares
$33.79(+11.30%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
3.8%36.5K$4.0M
+3.68%(+1.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 35.2K shares2026-Q1: 36.5K shares
$100.95(+22.35%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
3.7%39.3K$3.9M
+6.72%(+2.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 36.9K shares2026-Q1: 39.3K shares
$91.84(+13.70%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.37%44.4K$3.6M
-2.41%(-1.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.5K shares2026-Q1: 44.4K shares
$76.06(+21.53%)
2026-03-31
DFNM
DIMENSIONAL ETF TRUST
2.8%62.1K$3.0M
+11.22%(+6.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 55.8K shares2026-Q1: 62.1K shares
$48.07(+0.58%)
2026-03-31
TIP
ISHARES TR
2.6%25.0K$2.8M
-1.53%(-387)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.4K shares2026-Q1: 25.0K shares
$110.57(-2.02%)
2026-03-31

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