0001986042-24-000007.txt : 20240509 0001986042-24-000007.hdr.sgml : 20240509 20240509124256 ACCESSION NUMBER: 0001986042-24-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tandem Wealth Advisors LLC CENTRAL INDEX KEY: 0001842557 ORGANIZATION NAME: 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: 24929547 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 false 0001842557 XXXXXXXX 03-31-2024 03-31-2024 Tandem Wealth Advisors LLC

1850 N. CENTRAL AVENUE, SUITE 330 PHOENIX AZ 85004

13F HOLDINGS REPORT 028-23142 000157794 801-115170 N Brian Dechow 8593098433 Brian Dechow Covington KY 05-09-2024 0 49 181966412 false INFORMATION TABLE 2 Tandem_13F_1q24.xml HONEYWELL INTL INC COM Stock 438516106 244863 1193 SH SOLE 0 1193 0 0 FORTINET INC COM Stock 34959E109 247555 3624 SH SOLE 0 3624 0 0 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 261412 6613 SH SOLE 0 6613 0 0 ABBOTT LABS COM Stock 002824100 264146 2324 SH SOLE 0 2324 0 0 AUTOZONE INC NEV Stock 053332102 264739 84 SH SOLE 0 84 0 0 NEXTERA ENERGY INC COM Stock 65339F101 268678 4204 SH SOLE 0 4204 0 0 DEERE & CO COM Stock 244199105 272321 663 SH SOLE 0 663 0 0 HOME DEPOT Stock 437076102 278110 725 SH SOLE 0 725 0 0 SHERWIN WILLIAMS CO COM Stock 824348106 293841 846 SH SOLE 0 846 0 0 BANK AMERICA CORP COM Stock 060505104 294221 7759 SH SOLE 0 7759 0 0 ADOBE INC COM Stock 00724F101 316384 627 SH SOLE 0 627 0 0 BLACKSTONE INC COM Stock 09260D107 318704 2426 SH SOLE 0 2426 0 0 CHUBB LIMITED COM Stock H1467J104 351639 1357 SH SOLE 0 1357 0 0 INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 363090 2642 SH SOLE 0 2642 0 0 CATERPILLAR INC COM Stock 149123101 371926 1015 SH SOLE 0 1015 0 0 GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107 384004 4224 SH SOLE 0 4224 0 0 LINDE PLC SHS Stock G54950103 386314 832 SH SOLE 0 832 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 386361 781 SH SOLE 0 781 0 0 JPMORGAN CHASE & CO Stock 46625H100 400600 2000 SH SOLE 0 2000 0 0 TJX COS INC NEW COM Stock 872540109 414098 4083 SH SOLE 0 4083 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 418605 2580 SH SOLE 0 2580 0 0 KLA CORP COM NEW Stock 482480100 453372 649 SH SOLE 0 649 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 453925 781 SH SOLE 0 781 0 0 VISA INC Stock 92826C839 458528 1643 SH SOLE 0 1643 0 0 BROADCOM INC COM Stock 11135F101 478473 361 SH SOLE 0 361 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 487761 3018 SH SOLE 0 3018 0 0 NVIDIA CORPORATION COM Stock 67066G104 510511 565 SH SOLE 0 565 0 0 ELI LILLY & CO COM Stock 532457108 543016 698 SH SOLE 0 698 0 0 ENERGY SELECT SECTOR SPDR ETF 81369Y506 590818 6258 SH SOLE 0 6258 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 600024 819 SH SOLE 0 819 0 0 AMAZON.COM INC Stock 023135106 684181 3793 SH SOLE 0 3793 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 759933 5035 SH SOLE 0 5035 0 0 APPLE INC Stock 037833100 785893 4583 SH SOLE 0 4583 0 0 MICROSOFT Stock 594918104 1154035 2743 SH SOLE 0 2743 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 2234462 30765 SH SOLE 0 30765 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 4568863 31218 SH SOLE 0 31218 0 0 VANGUARD TOTAL STK MKT ETF 922908769 4843237 18635 SH SOLE 0 18635 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 5594541 136231 SH SOLE 0 136231 0 0 VANGUARD INFORMATION TECHNOLOGY ETF 92204A702 6276170 12091 SH SOLE 0 12091 0 0 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 7917384 72351 SH SOLE 0 72351 0 0 POWERSHARES QQQ TR ETF 46090E103 8772504 19912 SH SOLE 0 19912 0 0 GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT ETF 46137V357 9326594 55553 SH SOLE 0 55553 0 0 SPDR S&P 500 ETF ETF 78462F103 10713762 20627 SH SOLE 0 20627 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 10837328 187899 SH SOLE 0 187899 0 0 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 11986856 155299 SH SOLE 0 155299 0 0 ISHARES MBS ETF ETF 464288588 12194276 132704 SH SOLE 0 132704 0 0 S & P MID CAP 400 DEP RCPTS MID CAP ETF 78467Y107 17844165 32383 SH SOLE 0 32383 0 0 ISHARES MSCI EAFE ETF ETF 464287465 19653861 247242 SH SOLE 0 247242 0 0 ISHARES AGGREGATE BOND ETF ETF 464287226 34440328 353370 SH SOLE 0 353370 0 0