TANDEMGROWTH FINANCIAL ADVISORS LLC

Est. AUM

$106.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$26.8M	240833	25.22%	SOLE
2	SCHWAB STRATEGIC TR	US TIPS ETF	$18.1M	678604	17.01%	SOLE
3	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$17.4M	472628	16.37%	SOLE
4	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$10.6M	273084	10.00%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$6.4M	180275	6.03%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$4.0M	36496	3.80%	SOLE
7	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.9M	39343	3.70%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.6M	44428	3.37%	SOLE
9	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$3.0M	62089	2.80%	SOLE
10	ISHARES TR	TIPS BD ETF	$2.8M	24966	2.60%	SOLE
11	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.9M	57237	1.83%	SOLE
12	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.8M	21551	1.72%	SOLE
13	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.2M	34263	1.13%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$823K	13178	0.78%	SOLE
15	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$793K	20095	0.75%	SOLE
16	HOME DEPOT INC	COM	$601K	1826	0.57%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$590K	22212	0.56%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$572K	1342	0.54%	SOLE
19	ISHARES TR	MSCI USA MMENTM	$438K	1825	0.41%	SOLE
20	ELI LILLY & CO	COM	$339K	369	0.32%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$303K	8773	0.29%	SOLE
22	ISHARES TR	RUS 1000 VAL ETF	$235K	1098	0.22%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.