0001842557-23-000001.txt : 20230223 0001842557-23-000001.hdr.sgml : 20230223 20230223151038 ACCESSION NUMBER: 0001842557-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230223 DATE AS OF CHANGE: 20230223 EFFECTIVENESS DATE: 20230223 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tandem Wealth Advisors LLC CENTRAL INDEX KEY: 0001842557 IRS NUMBER: 364696401 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23142 FILM NUMBER: 23659196 BUSINESS ADDRESS: STREET 1: 1850 N. CENTRAL AVENUE, SUITE 330 CITY: PHOENIX STATE: AZ ZIP: 85004 BUSINESS PHONE: 6022978600 MAIL ADDRESS: STREET 1: 1850 N. CENTRAL AVENUE, SUITE 330 CITY: PHOENIX STATE: AZ ZIP: 85004 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001842557 XXXXXXXX 12-31-2022 12-31-2022 Tandem Wealth Advisors LLC

1850 N. CENTRAL AVENUE, SUITE 330 PHOENIX AZ 85004

13F HOLDINGS REPORT 028-23142 000157794 N Colin Denker 6022978600 Colin Denker Bellingham WA 02-23-2023 0 83 157414794 false INFORMATION TABLE 2 tandem13f20221230.xml ABBOTT LABS COM Stock 002824100 239891 2185 SH SOLE 2185 0 0 ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF ETF 003261203 59299 1714 SH SOLE 1714 0 0 ABRDN PHYSICAL GOLD SHARES ETF ETF 00326A104 65254 3735 SH SOLE 3735 0 0 ABRDN PHYSICAL SILVER SHARES ETF ETF 003264108 23058 1003 SH SOLE 1003 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 472648 5357 SH SOLE 5357 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 17746 200 SH SOLE 200 0 0 AMAZON.COM INC Stock 023135106 193200 2300 SH SOLE 2300 0 0 APPLE INC Stock 037833100 826745 6363 SH SOLE 6363 0 0 AUTOZONE INC NEV Stock 053332102 167700 68 SH SOLE 68 0 0 BABSON CAPITAL CORPORATE INVESTORS CEF 06759X107 13164 943 SH SOLE 943 0 0 BANK AMERICA CORP COM Stock 060505104 184876 5582 SH SOLE 5582 0 0 BLACKSTONE INC COM Stock 09260D107 173901 2344 SH SOLE 2344 0 0 BROADCOM INC COM Stock 11135F101 414315 741 SH SOLE 741 0 0 CATERPILLAR INC COM Stock 149123101 219677 917 SH SOLE 917 0 0 CHUBB LIMITED COM Stock H1467J104 271117 1229 SH SOLE 1229 0 0 CISCO SYS INC COM Stock 17275R102 365685 7676 SH SOLE 7676 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 398981 874 SH SOLE 874 0 0 DEERE & CO COM Stock 244199105 274406 640 SH SOLE 640 0 0 DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES ETF 25459W458 184 19 SH SOLE 19 0 0 EMERSON ELEC CO COM Stock 291011104 283569 2952 SH SOLE 2952 0 0 ENERGY SELECT SECTOR SPDR ETF 81369Y506 773159 8839 SH SOLE 8839 0 0 ERIE INDTY CO CL A Stock 29530P102 10695 43 SH SOLE 43 0 0 FINANCIAL SELECT SECTOR SPDR ETF 81369Y605 30458 891 SH SOLE 891 0 0 FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ETF 33734H106 36076 904 SH SOLE 904 0 0 GOPRO INC CL A Stock 38268T103 125 25 SH SOLE 25 0 0 GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT ETF 46137V357 1100288 7790 SH SOLE 7790 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 7316223 53855 SH SOLE 53855 0 0 HERSHEY CO COM Stock 427866108 227170 981 SH SOLE 981 0 0 HOME DEPOT Stock 437076102 208468 660 SH SOLE 660 0 0 HONEYWELL INTL INC COM Stock 438516106 365382 1705 SH SOLE 1705 0 0 INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 259758 2532 SH SOLE 2532 0 0 INTUIT COM Stock 461202103 186436 479 SH SOLE 479 0 0 INVESCO ACTIVE U.S. REAL ESTATE FUND ETF 46090A101 15354 176 SH SOLE 176 0 0 IQ GLOBAL RESOURCES ETF ETF 45409B883 45182 1323 SH SOLE 1323 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 82230 848 SH SOLE 848 0 0 ISHARES AGGREGATE BOND ETF ETF 464287226 30226851 311649 SH SOLE 311649 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 36811 736 SH SOLE 736 0 0 ISHARES MBS ETF ETF 464288588 11661627 125732 SH SOLE 125732 0 0 ISHARES MSCI EAFE ETF ETF 464287465 16801687 255967 SH SOLE 255967 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 4956696 130784 SH SOLE 130784 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 29161 167 SH SOLE 167 0 0 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 5921 71 SH SOLE 71 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 271967 4649 SH SOLE 4649 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 3009827 31803 SH SOLE 31803 0 0 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 5895 55 SH SOLE 55 0 0 ISHARES U.S. CONSUMER STAPLES ETF ETF 464287812 37920 187 SH SOLE 187 0 0 JOHNSON & JOHNSON COM Stock 478160104 630287 3568 SH SOLE 3568 0 0 JPMORGAN CHASE & CO Stock 46625H100 214694 1601 SH SOLE 1601 0 0 LILLY ELI & CO COM Stock 532457108 447422 1223 SH SOLE 1223 0 0 LINDE PLC SHS Stock G5494J103 312154 957 SH SOLE 957 0 0 MICROSOFT Stock 594918104 628568 2621 SH SOLE 2621 0 0 NEXTERA ENERGY INC COM Stock 65339F101 316175 3782 SH SOLE 3782 0 0 NIKE INC CL B Stock 654106103 7372 63 SH SOLE 63 0 0 NVIDIA CORPORATION COM Stock 67066G104 216433 1481 SH SOLE 1481 0 0 PACER US CASH COWS 100 ETF ETF 69374H881 13045 282 SH SOLE 282 0 0 POWERSHARES QQQ TR ETF 46090E103 8306413 31194 SH SOLE 31194 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 381628 2518 SH SOLE 2518 0 0 PROLOGIS INC. COM REIT 74340W103 188259 1670 SH SOLE 1670 0 0 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 36897 410 SH SOLE 410 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 20709 338 SH SOLE 338 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 225354 2233 SH SOLE 2233 0 0 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 11311687 25546 SH SOLE 25546 0 0 SIRIUS XM HOLDINGS INC COM Stock 82968B103 14600 2500 SH SOLE 2500 0 0 SPDR S&P 500 ETF ETF 78462F103 8092907 21162 SH SOLE 21162 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 36554 292 SH SOLE 292 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 409713 744 SH SOLE 744 0 0 TJX COS INC NEW COM Stock 872540109 231636 2910 SH SOLE 2910 0 0 TORTOISE NORTH AMERICAN PIPELINE FUND ETF 56167N720 17192 696 SH SOLE 696 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 142201 818 SH SOLE 818 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 379079 715 SH SOLE 715 0 0 VANECK DURABLE HIGH DIVIDEND ETF ETF 92189H102 37512 1177 SH SOLE 1177 0 0 VANECK RARE EARTH/STRATEGIC METALS ETF ETF 92189H805 14787 194 SH SOLE 194 0 0 VANGUARD CONSUMER STAPLES ETF ETF 92204A207 2381451 12431 SH SOLE 12431 0 0 VANGUARD ENERGY ETF ETF 92204A306 1741375 14358 SH SOLE 14358 0 0 VANGUARD GROWTH ETF ETF 922908736 32215 151 SH SOLE 151 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 9483341 87638 SH SOLE 87638 0 0 VANGUARD INFORMATION TECHNOLOGY ETF 92204A702 5295461 16579 SH SOLE 16579 0 0 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 12403673 164964 SH SOLE 164964 0 0 VANGUARD TELECOMMUNICATIONS SERVICES ETF ETF 92204A884 1450039 17630 SH SOLE 17630 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2157714 30035 SH SOLE 30035 0 0 VANGUARD TOTAL STK MKT ETF 922908769 3796842 19859 SH SOLE 19859 0 0 VANGUARD UTILITIES ETF 92204A876 3366384 21951 SH SOLE 21951 0 0 VISA INC Stock 92826C839 306238 1474 SH SOLE 1474 0 0