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Jon Jeffrey Bernier

Tandemgrowth Financial Advisors Llc

Assets Managed
$106.163M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-7.33%(2Q avg: -3.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tandemgrowth Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Tandemgrowth Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 106.163M in assets, with a quarterly growth rate of -7.33% and a 2-quarter average growth rate of -3.66%. The portfolio is managed by Jon Jeffrey Bernier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -22.82%
25.23%
$26.776M
240,833 shares@ $111.18 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 9.64%
17.01%
$18.058M
678,604 shares@ $26.62 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -2.03%
16.37%
$17.374M
472,628 shares@ $36.76 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -10.53%
10%
$10.612M
273,084 shares@ $38.86 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 13.91%
6.04%
$6.405M
180,275 shares@ $35.53 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.69%
3.8%
$4.032M
36,496 shares@ $110.48 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 6.73%
3.71%
$3.929M
39,343 shares@ $99.87 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -2.41%
3.38%
$3.58M
44,428 shares@ $80.58 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Increased 11.23%
2.81%
$2.976M
62,089 shares@ $47.94 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -1.52%
2.6%
$2.755M
24,966 shares@ $110.37 avg price

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