Fund HoldingsTandem Investment Partners LLC

Total Portfolio Value
$114.67M
Total Bought
$12.83M
Total Sold
$1.23M
Net Transaction
+$11.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS02,058+2,05801,1691.02%+1,169
VANGUARD WORLD FD
INF TECH ETF
7,5097,809+3004,0735,1804.52%+1,107
MICROSOFT CORP(MSFT)6,2186,585+3672,3343,2752.86%+941
ORACLE CORP(ORCL)6,8707,450+5809601,6291.42%+668
VANGUARD STAR FDS81,10482,461+1,3575,0375,6974.97%+661
SPDR SERIES TRUST
ST STR P500ETF
88,74589,297+5525,8366,4915.66%+655
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,1008,420+1,3201,3701,9121.67%+542
JPMORGAN CHASE & CO.(JPM)7,0757,836+7611,7352,2721.98%+536
PACER FDS TR
US CASH COWS 100
90,55097,851+7,3014,9595,3924.70%+433
VANGUARD INDEX FDS15,21315,133-804,1814,5994.01%+418
VANGUARD MALVERN FDS72,36377,289+4,9265,6035,9965.23%+393
VANGUARD SPECIALIZED FUNDS27,99428,177+1835,4315,7675.03%+336
VANGUARD ADMIRAL FDS INC03,125+3,12503280.29%+328
SPDR SERIES TRUST
ST STR P400MID
46,20049,315+3,1152,3652,6822.34%+317
ALPHABET INC(GOOG)6,3297,338+1,0099891,3021.14%+313
WISDOMTREE TR(WT)27,59028,295+7051,8212,1251.85%+304
INVESCO QQQ TR6,2675,878-3892,9393,2432.83%+304
NVIDIA CORPORATION(NVDA)6,0505,882-1686569290.81%+274
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
01,180+1,18002710.24%+271
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
30,51533,195+2,6802,4952,7532.40%+258
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
14,55015,125+5752,5202,7492.40%+228
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
39,51043,050+3,5402,3472,5752.25%+228
WALMART INC(WMT)9,73011,065+1,3358541,0820.94%+228
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
05,100+5,10002110.18%+211
ALPHABET INC(GOOG)01,180+1,18002080.18%+208
SPDR SERIES TRUST
ST STR SP600 SML
42,65345,458+2,8051,7391,9371.69%+198
INTERNATIONAL BUSINESS MACHS(IBM)1,9592,249+2904876630.58%+176
BLACKROCK INC(BLK)621717+965887520.66%+165
VANGUARD WORLD FD
UTILITIES ETF
4,8005,545+7458209790.85%+159
COSTCO WHSL CORP NEW(COST)866979+1138199690.85%+150
VISA INC(V)3,0103,385+3751,0551,2021.05%+147
HONEYWELL INTL INC(HON)2,7693,139+3705867310.64%+145
ISHARES TR4,5005,669+1,1694535710.50%+118
TJX COS INC NEW(TJX)5,1105,945+8356227340.64%+112
RTX CORPORATION(RTX)2,4702,885+4153274210.37%+94
SPDR SERIES TRUST
ST STR RATE ETF
96,25099,220+2,9702,9663,0592.67%+93
HOME DEPOT INC(HD)2,0522,282+2307528370.73%+85
ILLINOIS TOOL WKS INC(ITW)2,0012,341+3404965790.50%+83
SCHWAB STRATEGIC TR40,73540,194-5418779580.84%+81
SPDR SERIES TRUST
ST SHO TREAS ETF
12,14214,635+2,4933554290.37%+74
LOWES COS INC(LOW)2,5402,970+4305926590.57%+67
COCA COLA CO(KO)5,1546,069+9153694290.37%+60
DANAHER CORPORATION(DHR)3,0753,460+3856306830.60%+53
AMERICAN EXPRESS CO(AXP)82082002212620.23%+41
EXXON MOBIL CORP6,0607,065+1,0057217620.66%+41
SNAP ON INC(SNA)1,3151,555+2404434840.42%+41
PROCTER AND GAMBLE CO(PG)4,3944,924+5307497840.68%+36
JOHNSON & JOHNSON(JNJ)5,6506,357+7079379710.85%+34
ISHARES TR9,0208,910-1109439740.85%+31
VERIZON COMMUNICATIONS INC(VZ)10,05011,235+1,1854564860.42%+30
AMGEN INC(AMGN)1,7472,047+3005445720.50%+27
SCHWAB STRATEGIC TR12,10312,109+63173400.30%+23
PFIZER INC(PFE)10,23011,615+1,3852592820.25%+22
ISHARES TR
HDG MSCI EAFE
11,30011,30004104290.37%+19
SPDR DOW JONES INDL AVERAGE(DIA)80080003363530.31%+17
BERKSHIRE HATHAWAY INC DEL3,4123,760+3481,8171,8261.59%+9
SPDR SERIES TRUST
ST STR AGGRE ETF
19,77120,082+3115055140.45%+9
VANECK ETF TRUST
PREFERRED SECURT
19,61519,690+753293370.29%+8
APPLE INC(AAPL)10,39111,271+8802,3082,3122.02%+4
ISHARES TR4,1434,123-202172180.19%+1
CHEVRON CORP NEW(CVX)1,7091,999+2902862860.25%0
BONDBLOXX ETF TRUST
BLOOMBERG THREE
5,2055,136-692582560.22%-2
NEXTERA ENERGY INC(NEE)3,1003,10002202150.19%-5
SCHWAB STRATEGIC TR13,71413,957+2433833700.32%-14
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,00021,485+1,4852,9202,8962.53%-24
SPDR S&P MIDCAP 400 ETF TR(MDY)6,8136,372-4413,6353,6103.15%-25
THERMO FISHER SCIENTIFIC INC(TMO)1,5481,821+2737707380.64%-32
SPDR S&P 500 ETF TR(SPY)13,63012,185-1,4457,6247,5296.57%-96
UNITEDHEALTH GROUP INC(UNH)1,1471,397+2506014360.38%-165
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