Signal Tree Financial Partners

Signal Tree Financial Partners as of June 30, 2025

Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 48 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 S&p 500 Etf Shs (VOO) 19.0 $22M 39k 568.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.6 $18M 318k 57.01
Blackrock Etf Trust Ii Ishares Flexible (BINC) 6.9 $8.0M 152k 52.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.0 $5.8M 32k 181.74
Vanguard Index Fds Extend Mkt Etf (VXF) 4.6 $5.4M 28k 192.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.4 $5.1M 65k 78.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $4.2M 85k 49.46
Schwab Strategic Tr Fundamental Us S (FNDA) 3.5 $4.1M 144k 28.65
Ishares Tr Shrt Nat Mun Etf (SUB) 3.0 $3.5M 33k 106.34
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $3.4M 11k 303.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $3.3M 40k 82.92
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.8 $3.2M 76k 42.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $3.1M 118k 26.50
Ishares Tr Core Msci Total (IXUS) 2.1 $2.4M 31k 77.31
Schwab Strategic Tr Fundamental Us L (FNDX) 2.1 $2.4M 98k 24.54
Ishares Tr National Mun Etf (MUB) 2.0 $2.3M 22k 104.48
Vanguard Index Fds Value Etf (VTV) 1.8 $2.0M 12k 176.74
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.6 $1.8M 37k 49.86
Ishares Tr Russell 2000 Etf (IWM) 1.2 $1.4M 6.4k 215.79
Apple (AAPL) 1.1 $1.3M 6.2k 205.18
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $1.3M 11k 109.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.1 $1.2M 2.2k 566.48
Vanguard Malvern Fds Core Bd Etf (VCRB) 1.1 $1.2M 16k 77.58
Amazon (AMZN) 0.9 $1.1M 5.0k 219.39
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.7 $814k 8.3k 98.56
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $774k 11k 72.69
Microsoft Corporation (MSFT) 0.6 $685k 1.4k 497.41
Vanguard Index Fds Small Cp Etf (VB) 0.5 $563k 2.4k 236.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $424k 17k 24.44
Abbvie (ABBV) 0.4 $407k 2.2k 185.58
Abbott Laboratories (ABT) 0.3 $354k 2.6k 135.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $338k 696.00 485.77
JPMorgan Chase & Co. (JPM) 0.3 $311k 1.1k 289.91
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.3 $298k 2.7k 109.97
Automatic Data Processing (ADP) 0.2 $286k 927.00 308.40
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $278k 4.0k 69.00
Procter & Gamble Company (PG) 0.2 $273k 1.7k 159.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $253k 2.0k 128.50
Exxon Mobil Corporation (XOM) 0.2 $243k 2.3k 107.80
Alphabet Cap Stk Cl C (GOOG) 0.2 $234k 1.3k 177.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $228k 2.9k 79.50
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $220k 4.8k 45.77
Home Depot (HD) 0.2 $213k 580.00 366.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $210k 7.6k 27.67
Eli Lilly & Co. (LLY) 0.2 $203k 260.00 780.42
Church & Dwight (CHD) 0.2 $203k 2.1k 96.11
Netflix (NFLX) 0.2 $202k 151.00 1339.13
Alphabet Cap Stk Cl A (GOOGL) 0.2 $201k 1.1k 176.23