Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/7/7 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 46
- 較 2022 年第 4 季 −37
- 總值
- $1.61 億
- 較 2022 年第 4 季 +$326.9 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 311,707 | $3,106 萬 | 19.3% | +580.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 244,335 | $1,747 萬 | 10.9% | −11,632−4.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 31,831 | $1,459 萬 | 9.1% | +6,285+24.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 165,527 | $1,262 萬 | 7.9% | +563+0.3% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 126,587 | $1,199 萬 | 7.5% | +855+0.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 86,528 | $912.9 萬 | 5.7% | −1,110−1.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,869 | $895.3 萬 | 5.6% | +707+3.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 26,838 | $861.3 萬 | 5.4% | −4,356−14.0% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 69,566 | $672.7 萬 | 4.2% | +37,763+118.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,086 | $652.0 萬 | 4.1% | +37,296+478.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 16,349 | $630.2 萬 | 3.9% | −230−1.4% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 130,694 | $515.7 萬 | 3.2% | −90−0.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,775 | $403.6 萬 | 2.5% | −84−0.4% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 30,818 | $399.0 萬 | 2.5% | −23,037−42.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,765 | $227.1 萬 | 1.4% | +730+2.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,923 | $81.2 萬 | 0.5% | −1,440−22.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,609 | $75.2 萬 | 0.5% | −12−0.5% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,608 | $71.3 萬 | 0.4% | −231−2.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,357 | $55.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,568 | $55.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 721 | $46.3 萬 | 0.3% | −20−2.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 874 | $43.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 737 | $42.5 萬 | 0.3% | −7−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,470 | $40.8 萬 | 0.3% | −11−0.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,185 | $40.7 萬 | 0.3% | −38−3.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,619 | $39.8 萬 | 0.2% | −57−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,503 | $37.2 萬 | 0.2% | −15−0.6% | 減碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,411 | $35.6 萬 | 0.2% | −19,540−89.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 715 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 942 | $33.5 萬 | 0.2% | −15−1.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,443 | $32.5 萬 | 0.2% | −31−2.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,688 | $32.3 萬 | 0.2% | −17−1.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,782 | $29.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,532 | $26.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 633 | $26.1 萬 | 0.2% | −7−1.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,921 | $25.5 萬 | 0.2% | −31−1.1% | 減碼 | 歷史 |
| HSYHershey Co | COM | 978 | $24.9 萬 | 0.2% | −3−0.3% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,229 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,300 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,185 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,070 | $21.9 萬 | 0.1% | +1,070 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,759 | $21.6 萬 | 0.1% | −151−5.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 917 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 521 | $20.8 萬 | 0.1% | +521 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,344 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,575 | $20.5 萬 | 0.1% | −26−1.6% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（39 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,431 | $238.1 萬 | 1.5% | – |
| Vanguard Energy ETF92204A306 | ETF | 14,358 | $174.1 萬 | 1.1% | – |
| Vanguard Communication Services ETF92204A884 | ETF | 17,630 | $145.0 萬 | 0.9% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,649 | $27.2 萬 | 0.2% | – |
| RTXRTX Corp | Stock | 2,233 | $22.5 萬 | 0.1% | 歷史 |
| HDHome Depot, Inc. | Stock | 660 | $20.8 萬 | 0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,670 | $18.8 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 479 | $18.6 萬 | 0.1% | 歷史 |
| BACBank of America Corp | Stock | 5,582 | $18.5 萬 | 0.1% | 歷史 |
| AZOAutoZone Inc | COM | 68 | $16.8 萬 | 0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 818 | $14.2 萬 | 0.1% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 848 | $8.22 萬 | 0.1% | – |
| SGOLabrdn Gold ETF Trust | ETF | 3,735 | $6.53 萬 | <0.1% | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 1,714 | $5.93 萬 | <0.1% | – |
| Indexiq ETF Tr45409B883 | IQ GLB RES ETF | 1,323 | $4.52 萬 | <0.1% | – |
| iShares Tr464287812 | US CONSM STAPLES | 187 | $3.79 萬 | <0.1% | – |
| VanEck ETF Trust92189H102 | DURABLE HGH DIV | 1,177 | $3.75 萬 | <0.1% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 410 | $3.69 萬 | <0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 736 | $3.68 萬 | <0.1% | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 292 | $3.66 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 904 | $3.61 萬 | <0.1% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 151 | $3.22 萬 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 891 | $3.05 萬 | <0.1% | – |
| iShares Russell 2000 ETF464287655 | ETF | 167 | $2.92 萬 | <0.1% | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 1,003 | $2.31 萬 | <0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 338 | $2.07 萬 | <0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 200 | $1.77 萬 | <0.1% | 歷史 |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 696 | $1.72 萬 | <0.1% | – |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 176 | $1.54 萬 | <0.1% | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 194 | $1.48 萬 | <0.1% | – |
| SIRISirius XM Holdings Inc. | COM | 2,500 | $1.46 萬 | <0.1% | 歷史 |
| MCIBarings Corporate Investors | COM | 943 | $1.32 萬 | <0.1% | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 282 | $1.30 萬 | <0.1% | – |
| ERIEErie Indemnity Co | CL A | 43 | $1.07 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 63 | $7,372 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 71 | $5,921 | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 55 | $5,895 | <0.1% | – |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 19 | $184 | <0.1% | – |
| GPROGoPro, Inc. | CL A | 25 | $125 | <0.1% | 歷史 |