Shade Tree Advisors

Shade Tree Advisors as of March 31, 2026

Portfolio Holdings for Shade Tree Advisors

Shade Tree Advisors holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 58.5 $82M 255k 320.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 11.6 $16M 209k 77.11
Sandisk Corp (SNDK) 6.6 $9.2M 15k 635.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $5.3M 72k 73.64
Globalfoundries Ordinary Shares (GFS) 3.8 $5.3M 119k 44.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.5 $4.9M 99k 49.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $3.4M 5.7k 597.51
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.8M 2.7k 653.29
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.5M 19k 77.18
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.9 $1.2M 22k 55.10
Ishares Core Msci Emkt (IEMG) 0.6 $903k 13k 69.75
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $897k 3.1k 287.18
Costco Wholesale Corporation (COST) 0.6 $811k 814.00 996.49
USA Rare Earth Inc A (USAR) 0.6 $795k 53k 15.13
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $709k 5.7k 124.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $701k 1.1k 650.34
Gartner (IT) 0.4 $592k 3.7k 158.34
Ishares Tr Tips Bd Etf (TIP) 0.4 $556k 5.0k 110.36
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $547k 9.9k 55.35
Ishares Tr Core Msci Eafe (IEFA) 0.4 $495k 5.5k 90.53
Golub Capital BDC (GBDC) 0.3 $425k 34k 12.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $381k 9.9k 38.42
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $335k 990.00 337.95
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $301k 5.1k 59.03
Vanguard Index Fds Small Cp Etf (VB) 0.2 $292k 1.1k 261.92
Coupang Cl A (CPNG) 0.2 $273k 15k 18.88
Pet Acquisition LLC -Class A (WOOF) 0.1 $96k 34k 2.78