Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TANDEM WEALTH ADVISORS LLC | 08-08-2024 | 06-30-2024 | 50 | 186,594,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES AGGREGATE BOND ETF | ETF | 1 | $35,119,933 | 361,800 | 0.02 | 0.02 | 8,430 | 2.39 | 06-30-2024 |
| ISHARES MSCI EAFE ETF | ETF | 2 | $19,658,928 | 250,976 | 0.01 | 0.01 | 3,734 | 1.51 | 06-30-2024 |
| S & P MID CAP 400 DEP RCPTS MID CAP | ETF | 3 | $17,503,007 | 32,711 | 0.01 | 0.01 | 328 | 1.01 | 06-30-2024 |
| ISHARES MBS ETF | ETF | 4 | $12,468,534 | 135,808 | 0.01 | 0.01 | 3,104 | 2.34 | 06-30-2024 |
