Fund HoldingsTandem Investment Partners LLC

Total Portfolio Value
$117.95M
Total Bought
$7.77M
Total Sold
$7.43M
Net Transaction
+$345.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD WHITEHALL FDS017,919+17,91901,6891.43%+1,689
AMERICAN CENTY ETF TR016,770+16,77001,4231.21%+1,423
PACER FDS TR
US LRG CP CASH
98,023124,288+26,2653,4514,1933.56%+742
VANGUARD MALVERN FDS94,832104,073+9,2417,3878,0536.83%+666
SPDR SERIES TRUST
ST STR P500ETF
85,86593,778+7,9136,8887,1786.09%+290
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
49,43554,184+4,7492,9633,2272.74%+264
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
37,19240,665+3,4733,1153,3652.85%+250
SPDR INDEX SHS FDS
ST STR PO EX ETF
05,435+5,43502480.21%+248
DISNEY WALT CO(DIS)02,250+2,25002170.18%+217
PACER FDS TR
US CASH COWS 100
97,39496,965-4295,8606,0665.14%+206
SPDR SERIES TRUST
ST STR RATE ETF
102,600108,025+5,4253,1533,3252.82%+172
SPDR SERIES TRUST
ST STR P400MID
49,09550,210+1,1152,8432,9732.52%+130
EXXON MOBIL CORP6,0505,045-1,0057288560.73%+128
CALAMOS CONV & HIGH INCOME F
COM SHS
010,260+10,26001120.09%+112
CHEVRON CORPORATION(CVX)1,6991,669-302593450.29%+86
NEXTERA ENERGY INC(NEE)8,0757,750-3256487200.61%+72
SPDR SERIES TRUST
ST STR SP600 SML
47,52847,510-182,2272,2961.95%+69
VERIZON COMMUNICATIONS INC(VZ)9,8709,150-7204024590.39%+57
GILEAD SCIENCES INC(GILD)2,1302,272+1422613170.27%+55
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
1,2251,420+1953043560.30%+52
SPDR SERIES TRUST
ST STR AGGRE ETF
24,88126,848+1,9676416880.58%+47
JOHNSON & JOHNSON(JNJ)5,3994,729-6701,1171,1560.98%+39
NVIDIA CORPORATION(NVDA)5,8306,436+6061,0871,1220.95%+35
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
14,47514,625+1502,7732,8072.38%+34
SCHWAB STRATEGIC TR12,02711,745-2823303600.31%+30
COSTCO WHOLESALE CORPORATION(COST)851761-907347580.64%+24
BONDBLOXX ETF TRUST
BLOOMBERG THREE
8,5299,055+5264244480.38%+24
HONEYWELL INTL INC(HON)2,7292,459-2705325560.47%+23
SCHWAB STRATEGIC TR8,2258,703+4782472690.23%+22
DOMINION ENERGY INC(D)6,0616,101+403553770.32%+22
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,5818,152+5711,9171,9371.64%+20
ISHARES TR5,1245,522+3982712900.25%+19
CHUBB LTD SWITZ
COM
930920-102903000.25%+10
WALMART INC(WMT)8,6157,795-8209609690.82%+9
TJX COS INC NEW(TJX)4,8554,725-1307467550.64%+9
VANGUARD ADMIRAL FDS INC3,1253,12503493570.30%+8
COCA COLA CO(KO)5,2844,954-3303693770.32%+7
SCHWAB STRATEGIC TR45,46747,644+2,1771,1931,1961.01%+3
VANECK ETF TRUST
PREFERRED SECURT
21,99022,240+2503883900.33%+2
AMGEN INC(AMGN)1,6881,542-1465525430.46%-10
RTX CORPORATION(RTX)2,4522,277-1754504390.37%-10
STATE STR SPDR S&P MIDCAP 40(MDY)6,1706,011-1593,7223,7073.14%-15
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
6,3005,995-3053122960.25%-16
ISHARES TR8,6358,205-4301,0381,0200.86%-18
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
5,7104,945-7652582330.20%-25
PROCTER & GAMBLE CO(PG)4,3564,116-2406245950.50%-30
ALPHABET INC(GOOG)950870-802972500.21%-47
HOME DEPOT INC(HD)2,0051,942-636906390.54%-51
AMERICAN EXPRESS CO(AXP)82082003032480.21%-55
INTERNATIONAL BUSINESS MACHS(IBM)1,8842,041+1575584950.42%-63
SNAP ON INC(SNA)1,3051,050-2554503810.32%-68
LOWES COS INC(LOW)2,5002,260-2406035340.45%-69
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,26521,935+6703,2923,2162.73%-76
VANGUARD INDEX FDS1,9271,892-351,2081,1310.96%-78
ILLINOIS TOOL WKS INC(ITW)1,9801,555-4254884050.34%-83
SPDR SERIES TRUST
ST SHO TREAS ETF
34,84332,017-2,8261,0209340.79%-86
BERKSHIRE HATHAWAY INC DEL3,1903,145-451,6031,5071.28%-96
DANAHER CORP DEL(DHR)3,0403,075+356965830.49%-113
VANGUARD STAR FDS78,44575,148-3,2975,9185,7954.91%-123
VISA INC(V)2,9703,005+351,0429080.77%-133
BLACKROCK INC(BLK)582508-746234890.41%-134
THERMO FISHER SCIENTIFIC INC(TMO)1,5601,535-259047540.64%-149
ALPHABET INC(GOOG)5,5905,462-1281,7541,5671.33%-187
APPLE INC(AAPL)9,9579,921-362,7072,5182.13%-189
JPMORGAN CHASE & CO(JPM)6,5456,415-1302,1091,8871.60%-222
SPDR INDEX SHS FDS
ST STR PO EX ETF
5,2160-5,2162320-232
INVESCO QQQ TR5,2555,127-1283,2282,9592.51%-269
VANGUARD WORLD FD
INF TECH ETF
6,7986,952+1545,1244,8514.11%-274
ORACLE CORP(ORCL)5,7455,725-201,1208420.71%-278
ISHARES TR
HDG MSCI EAFE
8,9000-8,9003680-368
VANGUARD INDEX FDS13,31712,151-1,1664,4653,8983.30%-567
MICROSOFT CORP(MSFT)6,1376,467+3302,9682,3942.03%-574
STATE STR SPDR S&P 500 ETF T(SPY)11,88611,573-3138,1057,5266.38%-579
VANGUARD SPECIALIZED FUNDS10,4305,840-4,5902,2921,2561.06%-1,036
WISDOMTREE TR(WT)27,7257,670-20,0552,2466250.53%-1,621
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