Fund Universe

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☆TANDEMGROWTH FINANCIAL ADVISORS LLC

CIK 0002110449 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.761
AUM ($M)
122
Positions
27
Turnover
0.04
Top-10 wt
89%
Herfindahl
0.136
History (qtrs)
3
Excess Return
not eligible

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Holdings · 27 positions · portfolio value $122M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 25.8% +0.6% 31.6 246,572 +5,739 2 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 16.4% +0.0% 20.0 480,387 +7,759 2 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 15.3% -1.7% 18.7 705,091 +26,487 2 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 9.6% -0.4% 11.7 263,655 -9,429 2 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 6.0% -0.1% 7.3 196,494 +16,219 2 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 4.1% +0.3% 5.1 40,501 +4,005 2 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 3.7% +0.3% 4.5 46,823 +2,395 2 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 3.4% -0.3% 4.2 40,790 +1,447 2 —
☆DFNM funds › DIMENSIONAL ETF TRUST TRIM — 2.4% -0.4% 3.0 61,130 -959 2 —
☆TIP funds › ISHARES TR TRIM — 2.2% -0.4% 2.7 24,638 -328 2 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 1.7% -0.1% 2.1 56,918 -319 2 —
☆AVDE funds › AMERICAN CENTY ETF TR HOLD — 1.6% -0.2% 1.9 21,551 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 1.4% +1.4% 1.7 1,722 +1,722 1 —
☆DFSV funds › DIMENSIONAL ETF TRUST HOLD — 1.1% -0.0% 1.3 34,263 +0 2 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.8% -0.0% 0.9 13,178 +0 2 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.1% 0.8 19,818 -277 2 —
☆HD funds › HOME DEPOT INC ADD — 0.6% +0.0% 0.7 2,055 +229 2 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.0% 0.7 24,368 +2,156 2 —
☆IWF funds › ISHARES TR ADD — 0.5% +0.0% 0.7 5,367 +4,025 2 —
☆MTUM funds › ISHARES TR HOLD — 0.5% +0.1% 0.6 1,825 +0 2 —
☆LLY funds › ELI LILLY & CO HOLD — 0.4% +0.0% 0.4 369 +0 2 —
☆DFEM funds › DIMENSIONAL ETF TRUST HOLD — 0.3% +0.0% 0.4 8,773 +0 2 —
☆DFSD funds › DIMENSIONAL ETF TRUST NEW — 0.3% +0.3% 0.3 6,874 +6,874 1 —
☆EFX funds › EQUIFAX INC NEW — 0.2% +0.2% 0.3 1,684 +1,684 1 —
☆IWD funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 1,098 +0 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 0.2% +0.2% 0.2 4,595 +4,595 1 —
☆AVRE funds › AMERICAN CENTY ETF TR NEW — 0.2% +0.2% 0.2 4,409 +4,409 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 122 27 0.04 89% 0.136 0.761 — in
2026Q1 106 22 0.07 91% 0.139 0.700 — entered
2025Q4 115 24 0.00 90% 0.157 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status