StockDriftsStockDriftsTop 27 Shade Tree Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 58.52% | 254.7K | $81.7M | +5.43%(+13.12K) | $289.55(+26.89%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 11.57% | 209.4K | $16.1M | +12.08%(+22.57K) | $64.25(+32.33%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 6.6% | 14.5K | $9.2M | new | $436.36(+216.88%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.81% | 72.2K | $5.3M | +5.36%(+3.67K) | $73.55(-0.53%) | 2026-03-31 | |
| GFS | GLOBALFOUNDRIES INC | 3.78% | 118.8K | $5.3M | +0.00%(+0) | $41.58(+77.59%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 3.53% | 98.7K | $4.9M | -2.85%(-2.89K) | $50.31(-0.53%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.46% | 5.7K | $3.4M | +0.19%(+11) | $567.99(+21.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.27% | 2.7K | $1.8M | +0.00%(+0) | $677.12(+10.99%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 1.06% | 19.3K | $1.5M | +0.00%(+0) | $76.55(+0.01%) | 2026-03-31 | |
| EQAL | INVESCO EXCH TRADED FD TR II | 0.87% | 22.0K | $1.2M | +0.00%(+0) | $49.76(+15.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.23% |
| Top 20 Holdings Unweighted | +1.87% | +5.71% |
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