Institutional Manager · CIK 0002110449
TANDEMGROWTH FINANCIAL ADVISORS LLC
ALPHARETTA, GA · File #028-26242
Latest AUM
$114.6M
Positions
24
Top-10 Concentration
90.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 312,044 | $34.9M | 30.45% |
| 2 | DIMENSIONAL ETF TRUST | 25434V831 | 482,445 | $18.3M | 16.02% |
| 3 | SCHWAB STRATEGIC TR | 808524870 | 618,967 | $16.4M | 14.31% |
| 4 | DIMENSIONAL ETF TRUST | 25434V708 | 305,252 | $12.1M | 10.55% |
| 5 | DIMENSIONAL ETF TRUST | 25434V799 | 158,269 | $5.5M | 4.76% |
| 6 | AMERICAN CENTY ETF TR | 025072877 | 35,200 | $3.6M | 3.13% |
| 7 | AMERICAN CENTY ETF TR | 025072604 | 45,526 | $3.5M | 3.06% |
| 8 | AMERICAN CENTY ETF TR | 025072802 | 36,865 | $3.5M | 3.02% |
| 9 | ISHARES TR | 464287176 | 25,353 | $2.8M | 2.43% |
| 10 | DIMENSIONAL ETF TRUST | 25434V849 | 55,824 | $2.7M | 2.35% |
| 11 | DIMENSIONAL ETF TRUST | 25434V880 | 57,237 | $1.9M | 1.64% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 21,551 | $1.8M | 1.55% |
| 13 | GOLDMAN SACHS GROUP INC | GSCE | 1,557 | $1.4M | 1.19% |
| 14 | DIMENSIONAL ETF TRUST | 25434V815 | 34,263 | $1.1M | 0.98% |
| 15 | HOME DEPOT INC | HD | 2,294 | $789,365 | 0.69% |
| 16 | DIMENSIONAL ETF TRUST | 25434V609 | 13,178 | $784,618 | 0.68% |
| 17 | DIMENSIONAL ETF TRUST | 25434V781 | 19,788 | $751,944 | 0.66% |
| 18 | ISHARES TR | 464287614 | 1,342 | $635,020 | 0.55% |
| 19 | DIMENSIONAL ETF TRUST | 25434V658 | 19,468 | $514,341 | 0.45% |
| 20 | ISHARES TR | 46432F396 | 1,825 | $456,816 | 0.40% |