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Home > Institutional Investor > Tandem Financial, Llc > Profile

Instuitional Investor - Tandem Financial, Llc

Fund Profile
Filing Period:
Fund Name: Tandem Financial, Llc
Portfolio Value $94,462,080
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 154,031 $8,525,598 9.02%
2.
Vaneck Etf Trust
 224,754 $7,621,415 8.06%
3.
Ishares Trust
 IEF 18,616 $7,475,928 7.91%
4.
Ishares Trust
 IEF 36,879 $6,827,486 7.22%
5.
First Tr Exchange-Traded Fd
 133,126 $6,684,253 7.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)