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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001842557

Tandem Wealth Advisors LLC

PHOENIX, AZ · File #028-23142

Latest AUM
$223.0M
Positions
47
Top-10 Concentration
83.6%
Filings
12

Sector Allocation

Financials
6.7%$15.0M
Technology
3.2%$7.2M
Industrials
0.8%$1.9M
Healthcare
0.8%$1.8M
Materials
0.4%$991,405

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1iShares Core U.S. Aggregate Bond ETF464287226368,346$42.7M19.16%
2SPDR S&P Mid Cap 400 ETFMDY41,299$25.5M11.42%
3iShares MSCI EAFE ETF464287465228,315$18.4M8.23%
4SPDR S&P 500 ETFSPY69,910$17.4M7.81%
5iShares Core Dividend Growth ETF46434V621225,361$16.4M7.34%
6iShares MBS ETF464288588176,058$15.7M7.03%
7Vanguard Short-Term Corporate Bond Index Fund ETF92206C409183,383$14.6M6.55%
8Invesco S&P 500 Equal Weight ETFIVZ64,531$13.6M6.10%
9iShares MSCI Emerging Markets ETF464287234228,616$13.6M6.08%
10Vanguard Information Technology Index Fund ETF92204A70213,179$8.6M3.84%
11Vanguard Total Stock Market ETF92290876912,584$4.2M1.89%
12Vanguard Financials Index Fund ETF92204A40527,363$3.4M1.53%
13Vanguard Total Bond Market ETF92193783541,669$3.1M1.38%
14AmazonAMZN6,699$1.5M0.69%
15AppleAAPL5,673$1.5M0.69%
16MicrosoftMSFT3,104$1.5M0.67%
17Alphabet Class AGOOG4,610$1.4M0.65%
18NVIDIANVDA7,252$1.4M0.61%
19Eli Lilly & CoLLY1,187$1.3M0.57%
20Costco22160K1051,310$1.1M0.51%