Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 53
- 較 2024 年第 4 季 +1
- 總值
- $1.91 億
- 較 2024 年第 4 季 −$477.1 萬 (−2.4%)
| 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 | 395,718 | $3,913 萬 | 20.5% | +1,174+0.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 29,251 | $1,560 萬 | 8.2% | +785+2.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 189,907 | $1,554 萬 | 8.1% | −6,943−3.5% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 154,087 | $1,445 萬 | 7.6% | +1,220+0.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 171,285 | $1,352 萬 | 7.1% | −562−0.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,051 | $1,288 萬 | 6.7% | −576−2.4% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 199,548 | $1,231 萬 | 6.4% | −4,913−2.4% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 60,893 | $1,053 萬 | 5.5% | −1,209−1.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,323 | $812.3 萬 | 4.2% | −590−3.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 71,219 | $744.0 萬 | 3.9% | +565+0.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 148,832 | $650.5 萬 | 3.4% | +1,439+1.0% | 加碼 | – |
| Ea Series Trust02072L839 | ARGENT MID CAP | 140,332 | $441.5 萬 | 2.3% | +660.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,547 | $399.8 萬 | 2.1% | +609+4.4% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 25,293 | $301.5 萬 | 1.6% | +25,293 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 37,010 | $271.8 萬 | 1.4% | +858+2.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,747 | $257.6 萬 | 1.3% | −5,712−54.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,680 | $126.2 萬 | 0.7% | +919+19.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,688 | $100.9 萬 | 0.5% | −524−16.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,987 | $94.9 萬 | 0.5% | −859−14.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,501 | $86.5 萬 | 0.5% | −17−1.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 984 | $81.3 萬 | 0.4% | +284+40.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 763 | $72.2 萬 | 0.4% | −149−16.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,600 | $71.1 萬 | 0.4% | −666−12.6% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,027 | $69.8 萬 | 0.4% | +90+9.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,920 | $67.6 萬 | 0.4% | +603+18.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,670 | $62.3 萬 | 0.3% | +733+12.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,575 | $60.4 萬 | 0.3% | −195−3.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,034 | $54.2 萬 | 0.3% | +154+17.5% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $53.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,123 | $52.1 萬 | 0.3% | +84+4.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,007 | $46.9 萬 | 0.2% | +67+7.1% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 4,580 | $45.2 萬 | 0.2% | +225+5.2% | 加碼 | – |
| CBChubb Ltd | Stock | 1,436 | $43.4 萬 | 0.2% | +54+3.9% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,458 | $43.0 萬 | 0.2% | +612+12.6% | 加碼 | – |
| BACBank of America Corp | Stock | 9,817 | $41.0 萬 | 0.2% | +1,013+11.5% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,934 | $39.8 萬 | 0.2% | +350+7.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,106 | $38.8 萬 | 0.2% | +15+1.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,222 | $37.9 萬 | 0.2% | +313+16.4% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 8,905 | $37.3 萬 | 0.2% | +1,801+25.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,203 | $36.9 萬 | 0.2% | −1,412−39.1% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,030 | $36.0 萬 | 0.2% | +142+16.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,919 | $35.6 萬 | 0.2% | +42+1.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,303 | $35.4 萬 | 0.2% | +94+7.8% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 562 | $34.2 萬 | 0.2% | +33+6.2% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 87 | $33.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 637 | $31.7 萬 | 0.2% | +5+0.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 869 | $28.7 萬 | 0.1% | −142−14.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 778 | $28.5 萬 | 0.1% | +34+4.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,316 | $27.9 萬 | 0.1% | −13−1.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 1,798 | $25.1 萬 | 0.1% | −609−25.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 250 | $23.3 萬 | 0.1% | −8−3.1% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,324 | $22.4 萬 | 0.1% | −224−8.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,225 | $20.9 萬 | 0.1% | +1,225 | 新進 | 歷史 |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。