Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 49
- 較 2023 年第 4 季 −17
- 總值
- $1.82 億
- 較 2023 年第 4 季 +$853.8 萬 (+4.9%)
| 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 | 353,370 | $3,444 萬 | 18.9% | +8,978+2.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 247,242 | $1,965 萬 | 10.8% | +1,184+0.5% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 32,383 | $1,784 萬 | 9.8% | +75+0.2% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 132,704 | $1,219 萬 | 6.7% | +4,589+3.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 155,299 | $1,199 萬 | 6.6% | +3,103+2.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 187,899 | $1,084 萬 | 6.0% | +21,205+12.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,627 | $1,071 萬 | 5.9% | −135−0.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 55,553 | $932.7 萬 | 5.1% | +10,036+22.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,912 | $877.3 萬 | 4.8% | −2,079−9.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 72,351 | $791.7 萬 | 4.4% | +1,366+1.9% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 12,091 | $627.6 萬 | 3.4% | −2,316−16.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 136,231 | $559.5 萬 | 3.1% | +1,954+1.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,635 | $484.3 萬 | 2.7% | −393−2.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 31,218 | $456.9 萬 | 2.5% | +268+0.9% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,765 | $223.4 萬 | 1.2% | −102−0.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,743 | $115.4 萬 | 0.6% | +12+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,583 | $78.6 萬 | 0.4% | +31+0.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,035 | $76.0 萬 | 0.4% | −52−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,793 | $68.4 萬 | 0.4% | +918+31.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 819 | $60.0 萬 | 0.3% | −71−8.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,258 | $59.1 萬 | 0.3% | −1,653−20.9% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 698 | $54.3 萬 | 0.3% | −98−12.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 565 | $51.1 萬 | 0.3% | −88−13.5% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $48.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 361 | $47.8 萬 | 0.3% | −48−11.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,643 | $45.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 781 | $45.4 萬 | 0.2% | −14−1.8% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 649 | $45.3 萬 | 0.2% | −61−8.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,580 | $41.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,083 | $41.4 萬 | 0.2% | −21−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,000 | $40.1 萬 | 0.2% | +120+6.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 781 | $38.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 832 | $38.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,224 | $38.4 萬 | 0.2% | +55+1.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,015 | $37.2 萬 | 0.2% | +14+1.4% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,642 | $36.3 萬 | 0.2% | −17−0.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,357 | $35.2 萬 | 0.2% | −12−0.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,426 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 627 | $31.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 7,759 | $29.4 萬 | 0.2% | +1,025+15.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 846 | $29.4 萬 | 0.2% | +846 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 725 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 663 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 4,204 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 84 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,324 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,613 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| FTNTFortinet, Inc. | Stock | 3,624 | $24.8 萬 | 0.1% | −85−2.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,193 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（18 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 2,178 | $34.1 萬 | 0.2% | 歷史 |
| EMREmerson Electric Co | Stock | 2,875 | $28.0 萬 | 0.2% | 歷史 |
| HSYHershey Co | COM | 1,016 | $18.9 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 1,143 | $6.09 萬 | <0.1% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 669 | $3.99 萬 | <0.1% | – |
| WDAYWorkday, Inc. | CL A | 100 | $2.76 萬 | <0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 193 | $2.72 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 675 | $2.51 萬 | <0.1% | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 435 | $2.45 萬 | <0.1% | – |
| PEGPublic Service Enterprise Group Inc | COM | 338 | $2.07 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 199 | $1.79 萬 | <0.1% | – |
| ERIEErie Indemnity Co | CL A | 43 | $1.44 萬 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,500 | $1.37 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 259 | $1.34 萬 | <0.1% | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 137 | $8,561 | <0.1% | – |
| NKENIKE, Inc. | Stock | 63 | $6,840 | <0.1% | 歷史 |
| INTCIntel Corp | Stock | 100 | $5,025 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 44 | $4,797 | <0.1% | 歷史 |