Shade Tree Advisors LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$114.4B
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 254,614 | $77.4B | 67.67% | |
| 2 | VXUSVANGUARD STAR FDS | 168,828 | $11.7B | 10.20% | |
| 3 | BNDVANGUARD BD INDEX FDS | 66,251 | $4.9B | 4.27% | |
| 4 | GFSGLOBALFOUNDRIES INC | 118,750 | $4.5B | 3.97% | |
| 5 | VTEBVANGUARD MUN BD FDS | 88,889 | $4.4B | 3.81% | |
| 6 | VOOVANGUARD INDEX FDS | 3,451 | $2.0B | 1.71% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 12,505 | $1.6B | 1.41% | |
| 8 | ITGARTNER INC | 3,740 | $1.5B | 1.32% | |
| 9 | BIVVANGUARD BD INDEX FDS | 19,256 | $1.5B | 1.30% | |
| 10 | SPYSPDR S&P 500 ETF TR | 2,391 | $1.5B | 1.29% | |
| 11 | KLMNINVESCO EXCH TRADED FD TR II | 20,552 | $1.0B | 0.88% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 813 | $804.8M | 0.70% | |
| 13 | IEMGISHARES INC | 9,930 | $596.1M | 0.52% | |
| 14 | TIPISHARES TR | 3,399 | $374.0M | 0.33% | |
| 15 | VGLTVANGUARD SCOTTSDALE FDS | 6,095 | $342.1M | 0.30% | |
| 16 | VBVANGUARD INDEX FDS | 1,115 | $264.2M | 0.23% | |
| 17 | WOOFPETCO HEALTH & WELLNESS CO I | 34,400 | $97.4M | 0.09% |