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  Name: Tandem Wealth Advisors LLC
  City: PHOENIX
  State: AZ
  Zip: 85004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $181,967,000
  Total Value Change : $8,541,000
  Securities Held Change : -17
   
All Securities Held : 49
  New Positions : 1
  Closed Positions : 18
  Increased Positions : 17
  Unchanged Positions : 14
  Decreased Positions : 17

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Holdings Found : 18     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 62 Closed $0.00 $0 0 0% -25,000 -435 0    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 55 Closed $57.62 $0 0 0% -13,000 -259 0    N/A
   (ERIE)1 Year Chart         ERIE Erie Indemnity Co 61 Closed $396.81 $0 0 0% -14,000 -43 0    Property & Casualty I...
   (DFGP)1 Year Chart         DFGP Dimensional Global Core Plu... 67 Closed $0.00 $0 0 0% -61,000 -1,143 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp 54 Closed $31.83 $0 0 0% -5,000 -100 0    Semiconductor- Broad...
   (NKE)1 Year Chart         NKE Nike Inc B 60 Closed $92.18 $0 0 0% -7,000 -63 0    Textile - Apparel Foo...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 66 Closed $154.64 $0 0 0% -341,000 -2,178 0    Drug Manufacturers - ...
   (EMR)1 Year Chart         EMR Emerson Electric Co 53 Closed $112.88 $0 0 0% -280,000 -2,875 0    Industrial Electrical...
   (AVDV)1 Year Chart         AVDV Avantis International Small... 59 Closed $0.00 $0 0 0% -9,000 -137 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 65 Closed $131.20 $0 0 0% -5,000 -44 0    Drug Manufacturers - ...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 52 Closed $62.04 $0 0 0% -40,000 -669 0    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 58 Closed $3.01 $0 0 0% -14,000 -2,500 0    Broadcasting - Radio
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 64 Closed $93.45 $0 0 0% -18,000 -199 0    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 51 Closed $40.49 $0 0 0% -25,000 -675 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 57 Closed $177.29 $0 0 0% -27,000 -193 0    Search Engines & Info...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 63 Closed $207.04 $0 0 0% -189,000 -1,016 0    Confectioners
   (WDAY)1 Year Chart         WDAY Workday, Inc. 50 Closed $257.93 $0 0 0% -28,000 -100 0    Application Software
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 56 Closed $74.54 $0 0 0% -21,000 -338 0    Multi Utilities

      18 Records Found
  1    
Page 1 of 1
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