Shade Tree Advisors

Latest statistics and disclosures from Shade Tree Advisors's latest quarterly 13F-HR filing:

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Positions held by Shade Tree Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Shade Tree Advisors

Shade Tree Advisors holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 68.9 $68M 236k 289.81
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.0 $8.0M 136k 58.93
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Globalfoundries Ordinary Shares (GFS) 5.1 $5.1M 119k 42.91
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $3.9M 55k 71.91
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $3.6M 72k 50.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $2.3M 4.3k 538.81
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Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.4M 19k 74.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.4M 2.4k 586.08
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Ishares Core Msci Emkt (IEMG) 1.1 $1.1M 21k 52.22
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.1M 10k 105.48
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Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 1.0 $993k 21k 48.30
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Costco Wholesale Corporation (COST) 0.8 $745k 813.00 916.27
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Ishares Tr Tips Bd Etf (TIP) 0.4 $362k 3.4k 106.55
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $337k 6.1k 55.35
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $268k 1.1k 240.28
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Pet Acquisition LLC -Class A (WOOF) 0.1 $131k 34k 3.81
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Past Filings by Shade Tree Advisors

SEC 13F filings are viewable for Shade Tree Advisors going back to 2024