Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/16 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 50
- 較 2023 年第 1 季 +4
- 總值
- $1.65 億
- 較 2023 年第 1 季 +$464.1 萬 (+2.9%)
| 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 | 311,856 | $3,054 萬 | 18.5% | +1490.0% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 244,338 | $1,770 萬 | 10.7% | +30.0% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 32,125 | $1,538 萬 | 9.3% | +294+0.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 164,346 | $1,243 萬 | 7.5% | −1,181−0.7% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 126,009 | $1,175 萬 | 7.1% | −578−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,538 | $953.7 萬 | 5.8% | −331−1.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,523 | $941.5 萬 | 5.7% | −1,315−4.9% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 86,904 | $921.1 萬 | 5.6% | +376+0.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 70,455 | $702.0 萬 | 4.2% | +889+1.3% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 15,745 | $695.1 萬 | 4.2% | −604−3.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,034 | $673.3 萬 | 4.1% | −52−0.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 132,533 | $524.0 萬 | 3.2% | +1,839+1.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,589 | $431.5 萬 | 2.6% | −186−0.9% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 30,640 | $406.3 萬 | 2.5% | −178−0.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,807 | $223.9 萬 | 1.4% | +42+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 4,715 | $91.5 萬 | 0.6% | −208−4.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,280 | $77.6 萬 | 0.5% | −329−12.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,956 | $65.5 萬 | 0.4% | +388+10.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,234 | $62.7 萬 | 0.4% | −123−2.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,679 | $62.3 萬 | 0.4% | −929−10.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 922 | $49.6 萬 | 0.3% | +48+5.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 798 | $41.6 萬 | 0.3% | +61+8.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,856 | $40.6 萬 | 0.2% | +237+3.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,598 | $39.4 萬 | 0.2% | +95+3.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 836 | $39.2 萬 | 0.2% | −349−29.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,632 | $38.8 萬 | 0.2% | +189+13.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $38.0 萬 | 0.2% | +3,018 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 789 | $37.9 萬 | 0.2% | +74+10.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 435 | $37.7 萬 | 0.2% | −286−39.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,836 | $37.0 萬 | 0.2% | +536+23.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 720 | $34.9 萬 | 0.2% | +199+38.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,204 | $31.2 萬 | 0.2% | +422+11.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 818 | $31.2 萬 | 0.2% | −124−13.2% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,674 | $30.2 萬 | 0.2% | +142+5.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,908 | $27.8 萬 | 0.2% | +333+21.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 646 | $27.3 萬 | 0.2% | −824−56.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,386 | $26.7 萬 | 0.2% | +157+12.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,910 | $26.3 萬 | 0.2% | −11−0.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 645 | $26.1 萬 | 0.2% | +12+1.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,342 | $26.0 萬 | 0.2% | +272+25.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,223 | $25.4 萬 | 0.2% | −465−27.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,324 | $25.3 萬 | 0.2% | +139+6.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,929 | $24.8 萬 | 0.2% | +170+6.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 983 | $24.5 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 990 | $24.4 萬 | 0.1% | +73+8.0% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,561 | $23.8 萬 | 0.1% | +217+9.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 703 | $21.8 萬 | 0.1% | +703 | 新進 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 1,529 | $21.7 萬 | 0.1% | −882−36.6% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 432 | $21.1 萬 | 0.1% | +432 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 81 | $20.2 萬 | 0.1% | +81 | 新進 | 歷史 |