CIK 1804785
Shade Tree Advisors LLC
Institutional 13F holdings & portfolio
Holdings
40
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–40 of 40
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 242K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 187K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 102K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 68K | $1M+ | SH |
| GFS | GLOBALFOUNDRIES INC | 119K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| EQAL | INVESCO EXCH TRADED FD TR II | 22K | $1M+ | SH |
| PBDC | PUTNAM ETF TRUST | 32K | $500K+ | SH |
| IT | GARTNER INC | 4K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IEMG | ISHARES INC | 13K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 813 | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| GBDC | GOLUB CAP BDC INC | 48K | $500K+ | SH |
| TIP | ISHARES TR | 5K | $500K+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| SMB | VANECK ETF TRUST | 27K | $100K–$500K | SH |
| BIZD | VANECK ETF TRUST | 32K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IVVM | BLACKROCK ETF TRUST II | 10K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BXMT | BLACKSTONE MTG TR INC | 16K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| TRTX | TPG RE FIN TR INC | 33K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 3K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 898 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 11K | $100K–$500K | SH |
| TAXF | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| PIE | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 17K | $100K–$500K | SH |
| LIEN | CHICAGO ATLANTIC BDC INC | 17K | $100K–$500K | SH |
| WOOF | PETCO HEALTH & WELLNESS CO I | 34K | $50K–$100K | SH |