Top 47 Signal Tree Financial Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.37% | 40.7K | $24.3M | +2.12%(+844) | $536.39(+26.67%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 16.49% | 341.0K | $21.8M | +1.99%(+6.64K) | $51.16(+35.04%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 8.43% | 214.9K | $11.2M | +4.58%(+9.42K) | $52.68(-1.15%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.6% | 241.8K | $7.4M | +39.06%(+67.91K) | $27.92(+13.62%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.37% | 37.1K | $7.1M | +7.08%(+2.45K) | $178.40(+12.98%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 5.19% | 26.2K | $6.9M | +9.27%(+2.22K) | $245.93(+14.59%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.43% | 84.1K | $4.5M | +2.07%(+1.70K) | $46.13(+26.69%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.2% | 54.1K | $4.2M | +2.81%(+1.48K) | $78.07(-0.36%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.78% | 44.5K | $3.7M | +3.55%(+1.53K) | $82.13(-0.16%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.76% | 11.4K | $3.7M | -1.07%(-123) | $286.18(+26.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.61% |
| Top 20 Holdings Unweighted | +9.77% | +32.28% |
Sign up free to track Signal Tree Financial Partners Llc, compare funds side by side, and get alerts the moment positions change.