Top 22 Tandemgrowth Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 25.22% | 240.8K | $26.8M | -22.82%(-71.21K) | $110.24(+15.28%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 17.01% | 678.6K | $18.1M | +9.63%(+59.64K) | $26.71(-1.55%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 16.37% | 472.6K | $17.4M | -2.03%(-9.82K) | $37.90(+9.74%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 10% | 273.1K | $10.6M | -10.54%(-32.17K) | $39.08(+13.23%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.03% | 180.3K | $6.4M | +13.90%(+22.01K) | $33.79(+11.30%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.8% | 36.5K | $4.0M | +3.68%(+1.30K) | $100.95(+22.35%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.7% | 39.3K | $3.9M | +6.72%(+2.48K) | $91.84(+13.70%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.37% | 44.4K | $3.6M | -2.41%(-1.10K) | $76.06(+21.53%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.8% | 62.1K | $3.0M | +11.22%(+6.26K) | $48.07(+0.58%) | 2026-03-31 | |
| TIP | ISHARES TR | 2.6% | 25.0K | $2.8M | -1.53%(-387) | $110.57(-2.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.01% | -0.02% |
| Top 20 Holdings Unweighted | +3.53% | +10.97% |
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