Shade Tree Advisors LLC Top Holdings and 13F Report (2025) About Shade Tree Advisors LLCInvestment ActivityShade Tree Advisors LLC has $100.88 million in total holdings as of March 31, 2025.Shade Tree Advisors LLC owns shares of 18 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.01% of the portfolio was purchased this quarter.About 1.47% of the portfolio was sold this quarter.This quarter, Shade Tree Advisors LLC has purchased 16 new stocks and bought additional shares in 4 stocks.Shade Tree Advisors LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $64,414,506Vanguard Total International Stock ETF $10,134,395SPDR S&P 500 ETF Trust $4,607,695GlobalFoundries $4,383,063Vanguard Total Bond Market ETF $4,033,455 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $1,448,447 Holding38173M102 - Golub Capital BDC $508,174 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 5,846 shares (about $3.27M)Vanguard Total International Stock ETF 27,719 shares (about $1.72M)Vanguard Total World Stock ETF 12,492 shares (about $1.45M)Golub Capital BDC 33,565 shares (about $508.17K)Vanguard Tax-Exempt Bond ETF 2,055 shares (about $101.97K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,199 shares (about $616.18K)iShares Short-Term National Muni Bond ETF 4,523 shares (about $477.63K)Vanguard Total Stock Market ETF 1,414 shares (about $388.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShade Tree Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$64,414,506$388,625 ▼-0.6%234,37063.9%ETFVXUSVanguard Total International Stock ETF$10,134,395$1,721,358 ▲20.5%163,19410.0%ETFSPYSPDR S&P 500 ETF Trust$4,607,695$3,270,194 ▲244.5%8,2374.6%FinanceGFSGlobalFoundries$4,383,0630.0%118,7504.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$4,033,455$16,967 ▲0.4%54,9144.0%ETFVTEBVanguard Tax-Exempt Bond ETF$3,682,102$101,969 ▲2.8%74,2063.6%ETFVOOVanguard S&P 500 ETF$1,612,650$616,178 ▼-27.6%3,1381.6%ETFBIVVanguard Intermediate-Term Bond ETF$1,474,4320.0%19,2561.5%ETFVTVanguard Total World Stock ETF$1,448,447$1,448,447 ▲New Holding12,4921.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,155,9830.0%21,4191.1%ETFEQALInvesco Russell 1000 Equal Weight ETF$971,2880.0%20,5521.0%ETFCOSTCostco Wholesale$768,9190.0%8130.8%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$607,622$477,628 ▼-44.0%5,7540.6%ETFGBDCGolub Capital BDC$508,174$508,174 ▲New Holding33,5650.5%FinanceTIPiShares TIPS Bond ETF$377,5950.0%3,3990.4%ETFVGLTVanguard Long-Term Treasury Index ETF$351,1330.0%6,0950.3%ETFVBVanguard Small-Cap ETF$247,2510.0%1,1150.2%ETFWOOFPetco Health and Wellness$104,9200.0%34,4000.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
