Shade Tree Advisors

Shade Tree Advisors as of March 31, 2025

Portfolio Holdings for Shade Tree Advisors

Shade Tree Advisors holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 63.9 $64M 234k 274.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.0 $10M 163k 62.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.6 $4.6M 8.2k 559.39
Globalfoundries Ordinary Shares (GFS) 4.3 $4.4M 119k 36.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $4.0M 55k 73.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $3.7M 74k 49.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $1.6M 3.1k 513.91
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $1.5M 19k 76.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.4 $1.4M 13k 115.95
Ishares Core Msci Emkt (IEMG) 1.1 $1.2M 21k 53.97
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 1.0 $971k 21k 47.26
Costco Wholesale Corporation (COST) 0.8 $769k 813.00 945.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $608k 5.8k 105.60
Golub Capital BDC (GBDC) 0.5 $508k 34k 15.14
Ishares Tr Tips Bd Etf (TIP) 0.4 $378k 3.4k 111.09
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $351k 6.1k 57.61
Vanguard Index Fds Small Cp Etf (VB) 0.2 $247k 1.1k 221.75
Pet Acquisition LLC -Class A (WOOF) 0.1 $105k 34k 3.05