Shade Tree Advisors

Shade Tree Advisors as of June 30, 2025

Portfolio Holdings for Shade Tree Advisors

Shade Tree Advisors holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 67.7 $77M 255k 303.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.2 $12M 169k 69.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.3 $4.9M 66k 73.63
Globalfoundries Ordinary Shares (GFS) 4.0 $4.5M 119k 38.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.8 $4.4M 89k 49.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $2.0M 3.5k 568.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.4 $1.6M 13k 128.52
Gartner (IT) 1.3 $1.5M 3.7k 404.22
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.5M 19k 77.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.5M 2.4k 617.85
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.9 $1.0M 21k 49.24
Costco Wholesale Corporation (COST) 0.7 $805k 813.00 989.94
Ishares Core Msci Emkt (IEMG) 0.5 $596k 9.9k 60.03
Ishares Tr Tips Bd Etf (TIP) 0.3 $374k 3.4k 110.04
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $342k 6.1k 56.12
Vanguard Index Fds Small Cp Etf (VB) 0.2 $264k 1.1k 236.98
Pet Acquisition LLC -Class A (WOOF) 0.1 $97k 34k 2.83