Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 52
- 較 2024 年第 3 季 +3
- 總值
- $1.96 億
- 較 2024 年第 3 季 −$138.3 萬 (−0.7%)
| 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 | 394,544 | $3,823 萬 | 19.5% | +29,609+8.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 28,466 | $1,621 萬 | 8.3% | −4,339−13.2% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 196,850 | $1,488 萬 | 7.6% | −12,071−5.8% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 152,867 | $1,401 萬 | 7.2% | +14,527+10.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,627 | $1,385 萬 | 7.1% | +3,259+16.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 171,847 | $1,341 萬 | 6.8% | +12,128+7.6% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 204,461 | $1,254 萬 | 6.4% | −6,850−3.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 62,102 | $1,088 萬 | 5.6% | −3,096−4.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,913 | $915.8 萬 | 4.7% | −1,845−9.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 70,654 | $814.1 萬 | 4.2% | −3,136−4.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 10,459 | $650.4 萬 | 3.3% | −1,497−12.5% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 147,393 | $616.4 萬 | 3.1% | +8,021+5.8% | 加碼 | – |
| Ea Series Trust02072L839 | ARGENT MID CAP | 140,266 | $478.6 萬 | 2.4% | +140,266 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,938 | $403.9 萬 | 2.1% | −4,898−26.0% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 36,152 | $260.0 萬 | 1.3% | +3,510+10.8% | 加碼 | – |
| ERIEErie Indemnity Co | CL A | 3,905 | $161.0 萬 | 0.8% | +3,905 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,212 | $135.4 萬 | 0.7% | +261+8.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,846 | $128.3 萬 | 0.7% | +253+4.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,761 | $119.2 萬 | 0.6% | +172+3.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,266 | $99.7 萬 | 0.5% | +305+6.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,518 | $88.9 萬 | 0.5% | +124+8.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,615 | $83.8 萬 | 0.4% | +142+4.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 912 | $83.6 萬 | 0.4% | +28+3.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,770 | $77.5 萬 | 0.4% | +655+12.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 937 | $59.0 萬 | 0.3% | +224+31.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $58.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 700 | $54.0 萬 | 0.3% | +47+7.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,937 | $50.9 萬 | 0.3% | −378−6.0% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,317 | $49.4 萬 | 0.3% | +230+7.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,039 | $48.9 萬 | 0.2% | +59+3.0% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 4,355 | $45.9 萬 | 0.2% | +4,355 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 880 | $44.5 萬 | 0.2% | +46+5.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,407 | $41.5 萬 | 0.2% | +12+0.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,209 | $40.1 萬 | 0.2% | +66+5.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 940 | $39.4 萬 | 0.2% | +49+5.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,804 | $38.7 萬 | 0.2% | +1,068+13.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,382 | $38.2 萬 | 0.2% | +40+3.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,846 | $36.7 萬 | 0.2% | +4,846 | 新進 | – |
| CATCaterpillar Inc | Stock | 1,011 | $36.7 萬 | 0.2% | +16+1.6% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,584 | $35.8 萬 | 0.2% | +389+9.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,877 | $34.8 萬 | 0.2% | +104+3.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,091 | $34.5 萬 | 0.2% | +50+4.8% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 529 | $33.6 萬 | 0.2% | +26+5.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 632 | $32.9 萬 | 0.2% | −159−20.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,909 | $32.0 萬 | 0.2% | −767−28.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 888 | $30.2 萬 | 0.2% | +47+5.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,329 | $30.0 萬 | 0.2% | +86+6.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 744 | $28.9 萬 | 0.1% | +29+4.1% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,104 | $28.9 萬 | 0.1% | +468+7.1% | 加碼 | – |
| AZOAutoZone Inc | COM | 87 | $27.9 萬 | 0.1% | +3+3.6% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,548 | $24.1 萬 | 0.1% | +2,548 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 258 | $23.0 萬 | 0.1% | +258 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。