Shade Tree Advisors LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$100.9B
Holdings
18
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 234,370 | $64.4B | 63.85% | |
| 2 | VXUSVANGUARD STAR FDS | 163,194 | $10.1B | 10.05% | |
| 3 | SPYSPDR S&P 500 ETF TR | 8,237 | $4.6B | 4.57% | |
| 4 | GFSGLOBALFOUNDRIES INC | 118,750 | $4.4B | 4.34% | |
| 5 | BNDVANGUARD BD INDEX FDS | 54,914 | $4.0B | 4.00% | |
| 6 | VTEBVANGUARD MUN BD FDS | 74,206 | $3.7B | 3.65% | |
| 7 | VOOVANGUARD INDEX FDS | 3,138 | $1.6B | 1.60% | |
| 8 | BIVVANGUARD BD INDEX FDS | 19,256 | $1.5B | 1.46% | |
| 9 | VTVANGUARD INTL EQUITY INDEX F | 12,492 | $1.4B | 1.44% | |
| 10 | IEMGISHARES INC | 21,419 | $1.2B | 1.15% | |
| 11 | KLMNINVESCO EXCH TRADED FD TR II | 20,552 | $971.3M | 0.96% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 813 | $768.9M | 0.76% | |
| 13 | SUBISHARES TR | 5,754 | $607.6M | 0.60% | |
| 14 | GBDCGOLUB CAP BDC INC | 33,565 | $508.2M | 0.50% | |
| 15 | TIPISHARES TR | 3,399 | $377.6M | 0.37% | |
| 16 | VGLTVANGUARD SCOTTSDALE FDS | 6,095 | $351.1M | 0.35% | |
| 17 | VBVANGUARD INDEX FDS | 1,115 | $247.3M | 0.25% | |
| 18 | WOOFPETCO HEALTH & WELLNESS CO I | 34,400 | $104.9M | 0.10% |