Shade Tree Advisors LLC
27 holdingsFiling period: 2026-03-31Current AUM: $162.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 254.7K | $81.7M | $93.8M | 57.62% | +13.1K | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 209.4K | $16.1M | $17.7M | 10.89% | +22.6K | 2026-03-31 |
| 3 | SNDK | SANDISK CORP | 14.5K | $9.2M | $17.6M | 10.82% | -- | 2026-03-31 |
| 4 | BND | VANGUARD BD INDEX FDS | 72.2K | $5.3M | $5.2M | 3.20% | +3.7K | 2026-03-31 |
| 5 | — | GLOBALFOUNDRIES INC | 118.8K | $5.3M | $5.3M | 3.25% | -- | 2026-03-31 |
| 6 | VTEB | VANGUARD MUN BD FDS | 98.7K | $4.9M | $4.9M | 3.01% | -2,893 | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 5.7K | $3.4M | $3.9M | 2.42% | +11 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 2.7K | $1.8M | $2.0M | 1.26% | -- | 2026-03-31 |
| 9 | BIV | VANGUARD BD INDEX FDS | 19.3K | $1.5M | $1.5M | 0.89% | -- | 2026-03-31 |
| 10 | EQAL | INVESCO EXCH TRADED FD TR II | 22.0K | $1.2M | $1.3M | 0.80% | -- | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 12.9K | $902K | $1.0M | 0.62% | -- | 2026-03-31 |
| 12 | VO | VANGUARD INDEX FDS | 3.1K | $897K | $1.0M | 0.62% | -- | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 814 | $811K | $775K | 0.48% | +1 | 2026-03-31 |
| 14 | USAR | USA RARE EARTH INC | 52.5K | $794K | $784K | 0.48% | -- | 2026-03-31 |
| 15 | IJR | ISHARES TR | 5.7K | $708K | $828K | 0.51% | -- | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 1.1K | $701K | $805K | 0.49% | -- | 2026-03-31 |
| 17 | IT | GARTNER INC | 3.7K | $592K | $565K | 0.35% | -- | 2026-03-31 |
| 18 | TIP | ISHARES TR | 5.0K | $555K | $541K | 0.33% | -- | 2026-03-31 |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | 9.9K | $547K | $521K | 0.32% | -- | 2026-03-31 |
| 20 | IEFA | ISHARES TR | 5.5K | $495K | $537K | 0.33% | -- | 2026-03-31 |
| 21 | GBDC | GOLUB CAP BDC INC | 33.6K | $424K | $430K | 0.26% | -14,804 | 2026-03-31 |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | 9.9K | $381K | $353K | 0.22% | -- | 2026-03-31 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 990 | $334K | $400K | 0.25% | -- | 2026-03-31 |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 5.1K | $301K | $279K | 0.17% | +1.7K | 2026-03-31 |
| 25 | VB | VANGUARD INDEX FDS | 1.1K | $292K | $329K | 0.20% | -108 | 2026-03-31 |
← Scroll →
Page 1 of 2