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| Name: |
Tandem Wealth Advisors LLC |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85004 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AGG |
iShares Barclays Agency Bond |
1 |
- |
$96.87 |
$34,440,000 |
353,370 |
18.93% |
259,000 |
8,978 |
0.005 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
2 |
- |
$78.91 |
$19,654,000 |
247,242 |
10.8% |
1,114,000 |
1,184 |
0.034 |
Closed - End Fund - E... |
|
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MDY |
Standrd Poor Mdcp 400 SPDR |
3 |
- |
$533.29 |
$17,844,000 |
32,383 |
9.81% |
1,452,000 |
75 |
0.077 |
Closed - End Fund - E... |
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MBB |
iShares Barclays MBS Bond |
4 |
- |
$91.54 |
$12,194,000 |
132,704 |
6.7% |
141,000 |
4,589 |
0.015 |
Closed - End Fund - E... |
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VCSH |
Vanguard Scottsdale Funds |
5 |
- |
$77.03 |
$11,987,000 |
155,299 |
6.59% |
212,000 |
3,103 |
0.037 |
N/A |
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DGRO |
iShares Core Dividend Growth |
6 |
- |
$57.10 |
$10,837,000 |
187,899 |
5.96% |
1,866,000 |
21,205 |
0.062 |
N/A |
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RSP |
Guggenheim ETF Trust - Gugg... |
8 |
- |
$164.32 |
$9,327,000 |
55,553 |
5.13% |
2,144,000 |
10,036 |
0.018 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
10 |
- |
$105.65 |
$7,917,000 |
72,351 |
4.35% |
233,000 |
1,366 |
0.012 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
12 |
- |
$41.86 |
$5,595,000 |
136,231 |
3.07% |
196,000 |
1,954 |
0.003 |
Closed - End Fund - E... |
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XLV |
SPDR Select Sector Health |
14 |
- |
$146.36 |
$4,569,000 |
31,218 |
2.51% |
348,000 |
268 |
0.001 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
16 |
- |
$432.68 |
$1,154,000 |
2,743 |
0.63% |
127,000 |
12 |
0 |
Application Software |
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AAPL |
Apple Inc |
17 |
- |
$207.15 |
$786,000 |
4,583 |
0.43% |
-90,000 |
31 |
0 |
Personal Computers |
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AMZN |
Amazon.com Inc |
19 |
- |
$187.23 |
$684,000 |
3,793 |
0.38% |
247,000 |
918 |
0 |
Internet Software & S... |
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JPM |
JP Morgan Chase & Co |
31 |
- |
$194.36 |
$401,000 |
2,000 |
0.22% |
81,000 |
120 |
0 |
Domestic Money Center... |
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GEHC |
Ge Healthcare Holding Llc |
34 |
- |
$74.74 |
$384,000 |
4,224 |
0.21% |
62,000 |
55 |
0.001 |
N/A |
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CAT |
Caterpillar Inc |
35 |
- |
$327.31 |
$372,000 |
1,015 |
0.2% |
76,000 |
14 |
0 |
Farm & Construction M... |
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BAC |
Bank of America Corp |
41 |
- |
$38.86 |
$294,000 |
7,759 |
0.16% |
67,000 |
1,025 |
0 |
Domestic Money Center... |
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