Tandem Wealth Advisors LLC
CIK 1842557 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $251.2M
- Posisi
- 48
- Per tanggal
- 30 Juni 2026
#5.719 dari 9.443 berdasarkan nilai 13F · top 60.6%
Nilai portofolio QoQ: +12.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 79,18%
- Bobot 25 kepemilikan teratas
- 93,84%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 14,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,45% Perkiraan pembelian $27.637.117 · penjualan $12.954.144
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,4% masih dipegang
- Posisi baru
- 1
- Meningkat
- 42
- Menurun
- 5
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,1%
Retail
2,0%
Industrials
1,4%
Communication Services
1,2%
Financials
0,9%
Healthcare
0,8%
Materials
0,5%
Financial Services
0,5%
Logistics & Transportation
0,2%
Lainnya/Tidak terpetakan
88,6%
Portofolio lengkap 48 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| MDY | $28.946.902 | 11,52% | 41.156 | $3.868.878 | Naik ×1 | ||
| EFA | $25.382.132 | 10,10% | 244.341 | $2.551.152 | Naik ×3 | ||
| EEM | $23.779.978 | 9,46% | 347.610 | $3.551.904 | Turun ×1 | ||
| AGG | $23.292.400 | 9,27% | 235.324 | $-10.848.932 | Turun ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $21.990.218 | 8,75% | 278.252 | $896.479 | Naik ×4 | ||
| DGRO | $17.518.578 | 6,97% | 231.146 | $1.656.936 | Naik ×2 | ||
| SPY SPY | $16.518.626 | 6,57% | 22.120 | $1.431.262 | Turun ×2 | ||
| RSP | $15.158.275 | 6,03% | 71.243 | $1.756.511 | Naik ×2 | ||
| FLOT | $13.748.610 | 5,47% | 269.317 | Naik ×1 | |||
| MBB iShares MBS ETF | $12.595.780 | 5,01% | 133.260 | $579.239 | Naik ×1 | ||
| VGT | $7.475.992 | 2,98% | 62.550 | $976.050 | Naik ×1 | ||
| VIS | $3.850.743 | 1,53% | 10.685 | $617.272 | Naik ×1 | ||
| VFH | $3.755.238 | 1,49% | 28.535 | $423.608 | Naik ×3 | ||
| VTI | $3.513.530 | 1,40% | 9.495 | $297.089 | Turun ×5 | ||
| KLAC KLA Corporation - Common Stock | $2.368.725 | 0,94% | 7.851 | $1.233.497 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.047.102 | 0,81% | 8.589 | $306.590 | Naik ×3 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $2.005.539 | 0,80% | 5.881 | $1.089.951 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $1.808.211 | 0,72% | 6.249 | $292.323 | Naik ×3 | ||
| BND Vanguard Total Bond Market ETF | $1.706.122 | 0,68% | 23.241 | $-622.890 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.594.228 | 0,63% | 4.461 | $358.870 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.555.300 | 0,62% | 7.773 | $243.812 | Naik ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1.344.561 | 0,54% | 1.121 | $385.241 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.329.070 | 0,53% | 3.563 | $87.520 | Naik ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.319.013 | 0,52% | 1.410 | $-6.239 | Naik ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $1.176.691 | 0,47% | 3.115 | $241.661 | Naik ×3 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.092.998 | 0,44% | 2.565 | $224.218 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.052.789 | 0,42% | 1.869 | $52.134 | Naik ×3 | ||
| BA Boeing Company (The) Common Stock | $991.866 | 0,39% | 4.582 | $144.595 | Naik ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $925.035 | 0,37% | 2.826 | $144.040 | Naik ×3 | ||
| XLE XLE | $895.913 | 0,36% | 16.869 | $-81.123 | Naik ×1 | ||
| XLU XLU | $796.488 | 0,32% | 17.567 | $41.781 | Naik ×4 | ||
| BAC Bank of America Corporation Common Stock | $761.310 | 0,30% | 13.361 | $145.159 | Naik ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $739.041 | 0,29% | 694 | $262.247 | Naik ×1 | ||
| LIN Linde plc - Ordinary Shares | $730.149 | 0,29% | 1.407 | $67.814 | Naik ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $693.800 | 0,28% | 686 | $143.906 | Naik ×1 | ||
| SCHB | $652.295 | 0,26% | 22.524 | $160.636 | Naik ×2 | ||
| CB Chubb Limited Common Stock | $596.295 | 0,24% | 1.750 | $61.770 | Naik ×1 | ||
| AZO AutoZone, Inc. Common Stock | $594.445 | 0,24% | 186 | $6.711 | Naik ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $591.763 | 0,24% | 605 | $86.848 | Naik ×1 | ||
| V Visa Inc. | $576.734 | 0,23% | 1.681 | $102.822 | Naik ×4 | ||
| XLRE XLRE | $571.509 | 0,23% | 12.980 | $72.771 | Naik ×6 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $563.027 | 0,22% | 1.123 | $47.904 | Naik ×6 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $545.747 | 0,22% | 1.585 | $77.744 | Naik ×6 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $527.523 | 0,21% | 3.482 | $5.464 | Naik ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $453.194 | 0,18% | 1.285 | $64.775 | Naik ×3 | ||
| UPS United Parcel Service, Inc. Common Stock | $394.848 | 0,16% | 3.673 | $61.537 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $368.424 | 0,15% | 5.160 | $-106.749 | Naik ×4 | ||
| SPMD | $351.109 | 0,14% | 5.197 | $49.383 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| EFA | $25.382.132 | 10,10% | naik ×3 |
| VCSH | $21.990.218 | 8,75% | naik ×4 |
| VFH | $3.755.238 | 1,49% | naik ×3 |
| AMZN | $2.047.102 | 0,81% | naik ×3 |
| PANW | $2.005.539 | 0,80% | naik ×5 |
| AAPL | $1.808.211 | 0,72% | naik ×3 |
| NVDA | $1.555.300 | 0,62% | naik ×3 |
| MSFT | $1.329.070 | 0,53% | naik ×3 |
| COST | $1.319.013 | 0,52% | naik ×5 |
| AVGO | $1.176.691 | 0,47% | naik ×3 |
| ETN | $1.092.998 | 0,44% | naik ×3 |
| META | $1.052.789 | 0,42% | naik ×3 |
| BA | $991.866 | 0,39% | naik ×3 |
| JPM | $925.035 | 0,37% | naik ×3 |
| XLU | $796.488 | 0,32% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| FLOT | $13.748.610 | 269.317 | 5,47% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AGG | Dipangkas | -109K | -$10.8M |
| MDY | Beli lebih banyak | +495 | +$3.9M |
| EEM | Dipangkas | -9K | +$3.6M |
| EFA | Beli lebih banyak | +9K | +$2.6M |
| RSP | Beli lebih banyak | +1K | +$1.8M |
| DGRO | Beli lebih banyak | +5K | +$1.7M |
| SPY | Dipangkas | -1K | +$1.4M |
| KLAC | Beli lebih banyak | +7K | +$1.2M |
| PANW | Beli lebih banyak | +170 | +$1.1M |
| VGT | Beli lebih banyak | +53K | +$976K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| QQQ | 30 Juni 2025 | 17.323 | $8.123.217 | |
| IJR | 30 Juni 2025 | 71.219 | $7.440.306 | Tidak lagi dilacak |
| EEM | 30 Juni 2025 | 148.832 | $6.505.290 | Tidak lagi dilacak |
| AMID | 31 Des. 2025 | 172.808 | $5.875.486 | |
| VPU | 30 Sep. 2025 | 28.466 | $5.024.569 | Tidak lagi dilacak |
| ERIE | 31 Maret 2025 | 3.905 | $1.609.758 | -36,0% |
| ICE | 31 Maret 2026 | 4.792 | $776.112 | 0,2% |
| PNC | 31 Des. 2025 | 3.018 | $606.471 | 17,2% |
| IVOO | 30 Juni 2025 | 4.580 | $452.046 | Tidak lagi dilacak |
| GEHC | 30 Juni 2025 | 4.934 | $398.223 | 1,0% |
| BX | 31 Maret 2026 | 2.411 | $371.632 | 24,5% |
| PG | 30 Sep. 2025 | 2.173 | $346.202 | -6,1% |
| UNH | 30 Sep. 2025 | 912 | $284.517 | 13,6% |
| HON | 30 Juni 2025 | 1.316 | $278.663 | 0,8% |
| FTNT | 30 Sep. 2025 | 2.144 | $226.664 | 80,4% |