0001842557-23-000002.txt : 20230707 0001842557-23-000002.hdr.sgml : 20230707 20230707133701 ACCESSION NUMBER: 0001842557-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230707 DATE AS OF CHANGE: 20230707 EFFECTIVENESS DATE: 20230707 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: 231076238 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 false true 0001842557 XXXXXXXX 03-31-2023 03-31-2023 Tandem Wealth Advisors LLC

1850 N. CENTRAL AVENUE, SUITE 330 PHOENIX AZ 85004

13F HOLDINGS REPORT 028-23142 N Colin Denker 6022978600 Colin Denker Bellingham WA 07-07-2023 0 46 160683918 false INFORMATION TABLE 2 tandem13f20230331.xml ISHARES AGGREGATE BOND ETF ETF 464287226 31058454 311707 SH SOLE 311707 0 0 ISHARES MSCI EAFE ETF ETF 464287465 17474817 244335 SH SOLE 244335 0 0 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 14591449 31831 SH SOLE 31831 0 0 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 12618123 165527 SH SOLE 165527 0 0 ISHARES MBS ETF ETF 464288588 11991619 126587 SH SOLE 126587 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 9128742 86528 SH SOLE 86528 0 0 SPDR S&P 500 ETF ETF 78462F103 8952908 21869 SH SOLE 21869 0 0 POWERSHARES QQQ TR ETF 46090E103 8613123 26838 SH SOLE 26838 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 6727050 69566 SH SOLE 69566 0 0 GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT ETF 46137V357 6520327 45086 SH SOLE 45086 0 0 VANGUARD INFORMATION TECHNOLOGY ETF 92204A702 6302012 16349 SH SOLE 16349 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 5157200 130694 SH SOLE 130694 0 0 VANGUARD TOTAL STK MKT ETF 922908769 4036078 19775 SH SOLE 19775 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 3989711 30818 SH SOLE 30818 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2271380 30765 SH SOLE 30765 0 0 APPLE INC Stock 037833100 811803 4923 SH SOLE 4923 0 0 MICROSOFT Stock 594918104 752175 2609 SH SOLE 2609 0 0 ENERGY SELECT SECTOR SPDR ETF 81369Y506 713014 8608 SH SOLE 8608 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 555682 5357 SH SOLE 5357 0 0 JOHNSON & JOHNSON COM Stock 478160104 553040 3568 SH SOLE 3568 0 0 BROADCOM INC COM Stock 11135F101 462550 721 SH SOLE 721 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 434264 874 SH SOLE 874 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 424785 737 SH SOLE 737 0 0 NVIDIA CORPORATION COM Stock 67066G104 408322 1470 SH SOLE 1470 0 0 LILLY ELI & CO COM Stock 532457108 406953 1185 SH SOLE 1185 0 0 CISCO SYS INC COM Stock 17275R102 398283 7619 SH SOLE 7619 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 372171 2503 SH SOLE 2503 0 0 VANGUARD UTILITIES ETF 92204A876 355671 2411 SH SOLE 2411 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 337902 715 SH SOLE 715 0 0 LINDE PLC SHS Stock G54950103 334824 942 SH SOLE 942 0 0 VISA INC Stock 92826C839 325339 1443 SH SOLE 1443 0 0 HONEYWELL INTL INC COM Stock 438516106 322611 1688 SH SOLE 1688 0 0 NEXTERA ENERGY INC COM Stock 65339F101 291517 3782 SH SOLE 3782 0 0 INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 264062 2532 SH SOLE 2532 0 0 DEERE & CO COM Stock 244199105 261353 633 SH SOLE 633 0 0 EMERSON ELEC CO COM Stock 291011104 254536 2921 SH SOLE 2921 0 0 HERSHEY CO COM Stock 427866108 248813 978 SH SOLE 978 0 0 CHUBB LIMITED COM Stock H1467J104 238647 1229 SH SOLE 1229 0 0 AMAZON.COM INC Stock 023135106 237567 2300 SH SOLE 2300 0 0 ABBOTT LABS COM Stock 002824100 221253 2185 SH SOLE 2185 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 218644 1070 SH SOLE 1070 0 0 TJX COS INC NEW COM Stock 872540109 216195 2759 SH SOLE 2759 0 0 CATERPILLAR INC COM Stock 149123101 209846 917 SH SOLE 917 0 0 KLA CORP COM NEW Stock 482480100 207968 521 SH SOLE 521 0 0 BLACKSTONE INC COM Stock 09260D107 205897 2344 SH SOLE 2344 0 0 JPMORGAN CHASE & CO Stock 46625H100 205238 1575 SH SOLE 1575 0 0