Signal Tree Financial Partners

Signal Tree Financial Partners as of March 31, 2025

Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 42 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 S&p 500 Etf Shs (VOO) 17.8 $18M 35k 513.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 14.9 $15M 293k 50.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.8 $6.8M 39k 173.23
Blackrock Etf Trust Ii Ishares Flexible (BINC) 6.0 $6.0M 114k 52.38
Vanguard Index Fds Extend Mkt Etf (VXF) 5.4 $5.4M 32k 172.26
Schwab Strategic Tr Fundamental Us S (FNDA) 4.5 $4.5M 165k 27.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.5 $4.5M 57k 78.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $4.2M 92k 45.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $4.1M 147k 27.96
Ishares Tr National Mun Etf (MUB) 3.4 $3.4M 32k 105.44
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $3.3M 12k 274.83
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.9 $2.9M 80k 35.88
Ishares Tr Shrt Nat Mun Etf (SUB) 2.8 $2.8M 27k 105.60
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $2.8M 34k 81.76
Ishares Tr Core Msci Total (IXUS) 2.5 $2.5M 36k 69.81
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.7 $1.7M 35k 49.86
Apple (AAPL) 1.4 $1.4M 6.1k 222.12
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.3 $1.3M 14k 92.79
Amazon (AMZN) 0.9 $928k 4.9k 190.26
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.8 $825k 11k 77.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $801k 16k 49.62
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $676k 10k 65.76
Vanguard Index Fds Value Etf (VTV) 0.6 $600k 3.5k 172.74
Microsoft Corporation (MSFT) 0.5 $486k 1.3k 375.39
Abbvie (ABBV) 0.5 $463k 2.2k 209.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $419k 5.3k 78.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $389k 18k 22.08
Abbott Laboratories (ABT) 0.3 $345k 2.6k 132.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $335k 628.00 532.58
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $313k 6.2k 50.42
Procter & Gamble Company (PG) 0.3 $289k 1.7k 170.37
Automatic Data Processing (ADP) 0.3 $283k 927.00 305.53
Exxon Mobil Corporation (XOM) 0.3 $280k 2.4k 118.93
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.3 $279k 2.7k 103.09
JPMorgan Chase & Co. (JPM) 0.3 $271k 1.1k 245.30
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $264k 2.3k 115.94
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.3 $263k 4.2k 62.42
Church & Dwight (CHD) 0.2 $232k 2.1k 110.09
Home Depot (HD) 0.2 $213k 580.00 366.49
Alphabet Cap Stk Cl C (GOOG) 0.2 $207k 1.3k 156.23
Johnson & Johnson (JNJ) 0.2 $205k 1.2k 165.84
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $202k 7.6k 26.58