Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TANDEM WEALTH ADVISORS LLC | 05-09-2024 | 03-31-2024 | 49 | 181,966,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES AGGREGATE BOND ETF | ETF | 1 | $34,440,328 | 353,370 | 0.02 | 0.02 | 8,978 | 2.61 | 03-31-2024 |
| ISHARES MSCI EAFE ETF | ETF | 2 | $19,653,861 | 247,242 | 0.01 | 0.01 | 1,184 | 0.48 | 03-31-2024 |
| S & P MID CAP 400 DEP RCPTS MID CAP | ETF | 3 | $17,844,165 | 32,383 | 0.01 | 0.01 | 75 | 0.23 | 03-31-2024 |
| ISHARES MBS ETF | ETF | 4 | $12,194,276 | 132,704 | 0.01 | 0.01 | 4,589 | 3.58 | 03-31-2024 |
