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Signal Tree Financial Partners Llc

Portfolio Manager
Signal Tree Financial Partners LLC
Performance
-0.07% (2026 Q1)
AUM (13F)
$132.48M
# of Holdings
47
Performance Rank
Allocation (Top 20)
90.44%

Signal Tree Financial Partners Llc Holdings Map

Top 47 Signal Tree Financial Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
18.37%40.7K$24.3M
+2.12%(+844)
2025-Q1: 34.6K shares2025-Q2: 38.9K shares2025-Q3: 39.5K shares2025-Q4: 39.9K shares2026-Q1: 40.7K shares
$536.39(+26.67%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
16.49%341.0K$21.8M
+1.99%(+6.64K)
2025-Q1: 292.7K shares2025-Q2: 317.5K shares2025-Q3: 325.6K shares2025-Q4: 334.3K shares2026-Q1: 341.0K shares
$51.16(+35.04%)
2026-03-31
BINC
BLACKROCK ETF TRUST II
8.43%214.9K$11.2M
+4.58%(+9.42K)
2025-Q1: 114.1K shares2025-Q2: 151.7K shares2025-Q3: 166.3K shares2025-Q4: 205.5K shares2026-Q1: 214.9K shares
$52.68(-1.15%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
5.6%241.8K$7.4M
+39.06%(+67.91K)
2025-Q1: 146.8K shares2025-Q2: 118.1K shares2025-Q3: 157.5K shares2025-Q4: 173.9K shares2026-Q1: 241.8K shares
$27.92(+13.62%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
5.37%37.1K$7.1M
+7.08%(+2.45K)
2025-Q1: 39.3K shares2025-Q2: 32.2K shares2025-Q3: 33.5K shares2025-Q4: 34.6K shares2026-Q1: 37.1K shares
$178.40(+12.98%)
2026-03-31
VB
VANGUARD INDEX FDS
5.19%26.2K$6.9M
+9.27%(+2.22K)
2025-Q1: 0 shares2025-Q2: 2.4K shares2025-Q3: 22.6K shares2025-Q4: 24.0K shares2026-Q1: 26.2K shares
$245.93(+14.59%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.43%84.1K$4.5M
+2.07%(+1.70K)
2025-Q1: 92.3K shares2025-Q2: 85.4K shares2025-Q3: 80.5K shares2025-Q4: 82.4K shares2026-Q1: 84.1K shares
$46.13(+26.69%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
3.2%54.1K$4.2M
+2.81%(+1.48K)
2025-Q1: 56.9K shares2025-Q2: 65.3K shares2025-Q3: 67.1K shares2025-Q4: 52.6K shares2026-Q1: 54.1K shares
$78.07(-0.36%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.78%44.5K$3.7M
+3.55%(+1.53K)
2025-Q1: 33.9K shares2025-Q2: 39.7K shares2025-Q3: 40.8K shares2025-Q4: 43.0K shares2026-Q1: 44.5K shares
$82.13(-0.16%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.76%11.4K$3.7M
-1.07%(-123)
2025-Q1: 12.1K shares2025-Q2: 11.3K shares2025-Q3: 11.5K shares2025-Q4: 11.5K shares2026-Q1: 11.4K shares
$286.18(+26.75%)
2026-03-31

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