Signal Tree Financial Partners

Signal Tree Financial Partners as of Sept. 30, 2025

Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 48 positions in its portfolio as reported in the September 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) 19.3 $24M 40k 614.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.6 $20M 326k 60.37
Blackrock Etf Trust Ii Ishares Flexible (BINC) 7.0 $8.8M 166k 53.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.1 $6.4M 34k 190.13
Vanguard Index Fds Small Cp Etf (VB) 4.6 $5.8M 23k 254.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $5.3M 67k 78.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $4.4M 81k 54.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $4.3M 158k 27.53
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $3.8M 12k 329.31
Ishares Tr Shrt Nat Mun Etf (SUB) 2.9 $3.6M 34k 106.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $3.4M 41k 84.07
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $3.2M 69k 45.64
Vanguard Index Fds Extend Mkt Etf (VXF) 2.3 $2.9M 14k 210.02
Schwab Strategic Tr Fundamental Us L (FNDX) 2.1 $2.6M 98k 26.42
Ishares Tr Core Msci Total (IXUS) 2.0 $2.6M 31k 83.16
Ishares Tr National Mun Etf (MUB) 1.9 $2.4M 22k 106.39
Vanguard Index Fds Value Etf (VTV) 1.7 $2.1M 12k 186.87
Schwab Strategic Tr Fundamental Us S (FNDA) 1.7 $2.1M 67k 31.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $1.8M 36k 49.82
Apple (AAPL) 1.2 $1.6M 6.2k 255.47
Ishares Tr Russell 2000 Etf (IWM) 1.2 $1.6M 6.4k 242.49
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $1.4M 12k 121.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $1.3M 2.2k 597.97
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.9 $1.1M 15k 78.32
Amazon (AMZN) 0.9 $1.1M 5.0k 220.63
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $835k 11k 78.63
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.7 $828k 8.3k 100.21
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $758k 2.6k 293.46
Microsoft Corporation (MSFT) 0.5 $674k 1.3k 519.71
Abbvie (ABBV) 0.4 $536k 2.2k 244.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $454k 17k 26.44
Abbott Laboratories (ABT) 0.3 $348k 2.6k 133.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $347k 696.00 498.20
JPMorgan Chase & Co. (JPM) 0.3 $333k 1.1k 310.71
Alphabet Cap Stk Cl C (GOOG) 0.3 $324k 1.3k 245.54
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.2 $312k 2.7k 115.13
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $295k 3.9k 75.33
Alphabet Cap Stk Cl A (GOOGL) 0.2 $280k 1.1k 244.90
Automatic Data Processing (ADP) 0.2 $270k 927.00 291.61
Procter & Gamble Company (PG) 0.2 $263k 1.7k 153.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $252k 1.8k 138.53
Exxon Mobil Corporation (XOM) 0.2 $249k 2.2k 111.99
Home Depot (HD) 0.2 $230k 580.00 397.02
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $230k 4.8k 47.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $223k 627.00 356.03
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $222k 7.6k 29.17
Ge Aerospace Com New (GE) 0.2 $215k 716.00 300.68
Eli Lilly & Co. (LLY) 0.2 $215k 260.00 826.36