Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 49
- 較 2024 年第 2 季 −1
- 總值
- $1.97 億
- 較 2024 年第 2 季 +$1,076 萬 (+5.8%)
| 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 | 364,935 | $3,696 萬 | 18.7% | +3,135+0.9% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 32,805 | $1,869 萬 | 9.5% | +94+0.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 208,921 | $1,747 萬 | 8.9% | −42,055−16.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 138,340 | $1,325 萬 | 6.7% | +2,532+1.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 211,311 | $1,325 萬 | 6.7% | +20,213+10.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,719 | $1,268 萬 | 6.4% | +1,174+0.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,368 | $1,169 萬 | 5.9% | −211−1.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 65,198 | $1,168 萬 | 5.9% | +8,423+14.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,758 | $964.3 萬 | 4.9% | −152−0.8% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 73,790 | $863.0 萬 | 4.4% | −248−0.3% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 11,956 | $701.2 萬 | 3.6% | −128−1.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 139,372 | $639.2 萬 | 3.2% | +1,282+0.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,836 | $533.4 萬 | 2.7% | +93+0.5% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 31,657 | $487.6 萬 | 2.5% | −145−0.5% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 32,642 | $245.2 萬 | 1.2% | +1,010+3.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,951 | $127.0 萬 | 0.6% | +222+8.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,589 | $106.9 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,593 | $104.2 萬 | 0.5% | +1,824+48.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,961 | $82.3 萬 | 0.4% | −36−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,394 | $79.8 萬 | 0.4% | +556+66.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 884 | $78.4 萬 | 0.4% | +65+7.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,115 | $62.1 萬 | 0.3% | −345−6.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,473 | $59.9 萬 | 0.3% | −97−2.7% | 減碼依 10 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 653 | $57.9 萬 | 0.3% | −40−5.8% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $55.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,315 | $55.4 萬 | 0.3% | +109+1.8% | 加碼 | – |
| KLACKLA Corp | COM NEW | 713 | $55.2 萬 | 0.3% | +64+9.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,087 | $49.6 萬 | 0.3% | +445+16.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 791 | $48.9 萬 | 0.2% | +10+1.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 834 | $48.8 萬 | 0.2% | +53+6.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,676 | $46.3 萬 | 0.2% | +96+3.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 891 | $42.5 萬 | 0.2% | +66+8.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,980 | $41.8 萬 | 0.2% | −20−1.0% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,195 | $39.4 萬 | 0.2% | −29−0.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 995 | $38.9 萬 | 0.2% | −11−1.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,342 | $38.7 萬 | 0.2% | −15−1.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 4,578 | $38.7 萬 | 0.2% | +374+8.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,143 | $37.9 萬 | 0.2% | +31+2.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,395 | $36.7 萬 | 0.2% | −31−1.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 677 | $35.1 萬 | 0.2% | +50+8.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,773 | $32.6 萬 | 0.2% | −32−1.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 841 | $32.1 萬 | 0.2% | −5−0.6% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 503 | $31.8 萬 | 0.2% | +503 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 7,736 | $30.7 萬 | 0.2% | −23−0.3% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 6,636 | $29.6 萬 | 0.2% | +23+0.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 715 | $29.0 萬 | 0.1% | −10−1.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,041 | $28.6 萬 | 0.1% | −602−36.6% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 84 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,243 | $25.7 萬 | 0.1% | +50+4.2% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。