Signal Tree Financial Partners LLC
54 holdingsFiling period: 2026-06-30Current AUM: $151.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 42.3K | $29.0M | $29.9M | 19.73% | +1.5K | 2026-06-30 |
| 2 | VEA | Vanguard Tax-Managed Fds | 351.4K | $25.0M | $24.5M | 16.19% | +10.4K | 2026-06-30 |
| 3 | BINC | BlackRock ETF Trust II | 227.9K | $11.9M | $11.5M | 7.62% | +12.9K | 2026-06-30 |
| 4 | VB | Vanguard Index Fds | 27.7K | $8.4M | $8.0M | 5.27% | +1.5K | 2026-06-30 |
| 5 | SCHD | Schwab Strategic TR | 255.3K | $8.1M | $8.9M | 5.85% | +13.5K | 2026-06-30 |
| 6 | RSP | Invesco Exchange Traded FD T | 37.9K | $8.1M | $8.2M | 5.41% | +832 | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 85.8K | $5.1M | $5.0M | 3.30% | +1.8K | 2026-06-30 |
| 8 | BSV | Vanguard BD Index Fds | 56.9K | $4.4M | $4.4M | 2.87% | +2.8K | 2026-06-30 |
| 9 | VTI | Vanguard Index Fds | 11.3K | $4.2M | $4.3M | 2.82% | -74 | 2026-06-30 |
| 10 | VCIT | Vanguard Scottsdale Fds | 47.6K | $3.9M | $3.8M | 2.48% | +3.1K | 2026-06-30 |
| 11 | SUB | iShares TR | 33.2K | $3.5M | $3.5M | 2.31% | -274 | 2026-06-30 |
| 12 | SCHC | Schwab Strategic TR | 73.0K | $3.5M | $3.6M | 2.35% | +1.2K | 2026-06-30 |
| 13 | VXF | Vanguard Index Fds | 13.4K | $3.3M | $3.1M | 2.03% | -505 | 2026-06-30 |
| 14 | FNDX | Schwab Strategic TR | 98.2K | $3.1M | $3.2M | 2.12% | -- | 2026-06-30 |
| 15 | IXUS | iShares TR | 30.8K | $2.9M | $2.9M | 1.90% | -65 | 2026-06-30 |
| 16 | FNDA | Schwab Strategic TR | 68.8K | $2.6M | $2.5M | 1.62% | +963 | 2026-06-30 |
| 17 | MUB | iShares TR | 22.8K | $2.5M | $2.3M | 1.54% | -- | 2026-06-30 |
| 18 | VTV | Vanguard Index Fds | 10.9K | $2.4M | $2.4M | 1.61% | -142 | 2026-06-30 |
| 19 | IWM | iShares TR | 6.3K | $1.9M | $1.7M | 1.16% | -75 | 2026-06-30 |
| 20 | AAPL | Apple Inc | 5.4K | $1.6M | $1.8M | 1.21% | -- | 2026-06-30 |
| 21 | MDY | State Str Spdr S&P Midcap 40 | 2.2K | $1.5M | $1.4M | 0.95% | -2 | 2026-06-30 |
| 22 | VCRB | Vanguard Malvern Fds | 18.3K | $1.4M | $1.4M | 0.90% | +1.7K | 2026-06-30 |
| 23 | VONG | Vanguard Scottsdale Fds | 9.2K | $1.2M | $1.2M | 0.77% | -256 | 2026-06-30 |
| 24 | VTEI | Vanguard Mun BD Fds | 9.2K | $927K | $888K | 0.59% | -- | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 3.8K | $911K | $1.0M | 0.66% | -182 | 2026-06-30 |
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