Signal Tree Financial Partners

Signal Tree Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 42 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 S&p 500 Etf Shs (VOO) 19.0 $16M 30k 538.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.3 $11M 237k 47.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.6 $5.6M 32k 175.23
Vanguard Index Fds Extend Mkt Etf (VXF) 5.9 $5.0M 27k 189.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $4.1M 53k 77.27
Blackrock Etf Trust Ii Ishares Flexible (BINC) 4.5 $3.8M 74k 52.02
Schwab Strategic Tr Fundamental Us S (FNDA) 4.5 $3.8M 129k 29.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $3.6M 81k 44.04
Ishares Tr National Mun Etf (MUB) 3.8 $3.2M 30k 106.55
Ishares Tr Shrt Nat Mun Etf (SUB) 3.4 $2.9M 27k 105.48
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $2.8M 9.7k 289.81
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.9 $2.5M 72k 34.33
Ishares Tr Core Msci Total (IXUS) 2.9 $2.4M 37k 66.14
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $2.4M 30k 80.27
Apple (AAPL) 2.0 $1.7M 6.8k 250.42
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.9 $1.6M 33k 49.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $1.4M 53k 27.32
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $1.2M 12k 103.30
Amazon (AMZN) 1.3 $1.1M 5.2k 219.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $927k 19k 50.13
Spdr Series Trust Portfolio S&p500 (SPLG) 0.8 $657k 9.5k 68.94
Vanguard Index Fds Value Etf (VTV) 0.8 $654k 3.9k 169.30
Microsoft Corporation (MSFT) 0.6 $479k 1.1k 421.50
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.5 $467k 6.2k 75.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $443k 5.7k 78.01
Abbvie (ABBV) 0.5 $409k 2.3k 177.66
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $408k 18k 23.18
Abbott Laboratories (ABT) 0.4 $307k 2.7k 113.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $288k 635.00 453.28
Procter & Gamble Company (PG) 0.3 $286k 1.7k 167.63
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.3 $277k 2.7k 102.28
Automatic Data Processing (ADP) 0.3 $271k 927.00 292.73
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $263k 5.2k 51.01
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $261k 4.1k 63.33
Alphabet Cap Stk Cl C (GOOG) 0.3 $257k 1.3k 190.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $255k 2.2k 117.45
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $254k 2.6k 96.90
Exxon Mobil Corporation (XOM) 0.3 $254k 2.4k 107.57
JPMorgan Chase & Co. (JPM) 0.3 $246k 1.0k 239.71
Home Depot (HD) 0.3 $224k 575.00 388.99
Church & Dwight (CHD) 0.3 $221k 2.1k 104.71
Alphabet Cap Stk Cl A (GOOGL) 0.3 $219k 1.2k 189.30