SIGNAL TREE FINANCIAL PARTNERS LLC
48 holdingsFiling period: 2026-03-31Current AUM: $145.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 40.7K | $24.3M | $28.0M | 19.22% | +844 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 341.0K | $21.8M | $24.1M | 16.55% | +6.6K | 2026-03-31 |
| 3 | BINC | BLACKROCK ETF TRUST II | 214.9K | $11.2M | $11.2M | 7.68% | +9.4K | 2026-03-31 |
| 4 | SCHD | SCHWAB STRATEGIC TR | 241.8K | $7.4M | $8.1M | 5.56% | +67.9K | 2026-03-31 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 37.1K | $7.1M | $8.0M | 5.48% | +2.5K | 2026-03-31 |
| 6 | VB | VANGUARD INDEX FDS | 26.2K | $6.9M | $7.7M | 5.32% | +2.2K | 2026-03-31 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 84.1K | $4.5M | $4.9M | 3.39% | +1.7K | 2026-03-31 |
| 8 | BSV | VANGUARD BD INDEX FDS | 54.1K | $4.2M | $4.2M | 2.88% | +1.5K | 2026-03-31 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 44.5K | $3.7M | $3.6M | 2.48% | +1.5K | 2026-03-31 |
| 10 | VTI | VANGUARD INDEX FDS | 11.4K | $3.6M | $4.2M | 2.88% | -123 | 2026-03-31 |
| 11 | SUB | ISHARES TR | 33.4K | $3.6M | $3.5M | 2.44% | -1,035 | 2026-03-31 |
| 12 | SCHC | SCHWAB STRATEGIC TR | 71.7K | $3.4M | $3.5M | 2.38% | +1.3K | 2026-03-31 |
| 13 | VXF | VANGUARD INDEX FDS | 13.9K | $2.9M | $3.3M | 2.25% | +38 | 2026-03-31 |
| 14 | FNDX | SCHWAB STRATEGIC TR | 98.2K | $2.7M | $3.1M | 2.14% | -- | 2026-03-31 |
| 15 | IXUS | ISHARES TR | 30.8K | $2.7M | $2.9M | 2.00% | -134 | 2026-03-31 |
| 16 | MUB | ISHARES TR | 22.8K | $2.4M | $2.4M | 1.66% | -1,205 | 2026-03-31 |
| 17 | FNDA | SCHWAB STRATEGIC TR | 67.8K | $2.2M | $2.5M | 1.73% | +44 | 2026-03-31 |
| 18 | VTV | VANGUARD INDEX FDS | 11.0K | $2.2M | $2.4M | 1.66% | -465 | 2026-03-31 |
| 19 | IWM | ISHARES TR | 6.4K | $1.6M | $1.9M | 1.28% | -- | 2026-03-31 |
| 20 | AAPL | APPLE INC | 5.4K | $1.4M | $1.7M | 1.15% | -20 | 2026-03-31 |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | 2.2K | $1.3M | $1.5M | 1.02% | -32 | 2026-03-31 |
| 22 | VCRB | VANGUARD MALVERN FDS | 16.7K | $1.3M | $1.3M | 0.87% | +911 | 2026-03-31 |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | 9.5K | $1.0M | $1.2M | 0.79% | -2,162 | 2026-03-31 |
| 24 | VTEI | VANGUARD MUN BD FDS | 9.2K | $918K | $911K | 0.63% | -- | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 4.0K | $834K | $1.1M | 0.75% | -328 | 2026-03-31 |
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