Shade Tree Advisors LLC 13F Holdings
CIK 0001804785 · Saratoga Springs, NY
As of Sep 30, 2025, Shade Tree Advisors LLC reported 18 positions worth
CIK 0001804785 · Saratoga Springs, NY
As of Sep 30, 2025, Shade Tree Advisors LLC reported 18 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 237,265 | $77.9M | 67.39% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 179,543 | 3.2M | 11.42% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 65,700 | $4.9M | 4.23% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 96,312 | $4.8M | 4.17% |
| GLOBALFOUNDRIES INC | GFS | Technology | 118,750 | $4.3M | 3.68% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,462 | $2.1M | 1.84% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,391 | .6M | 1.38% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 19,256 | .5M | 1.30% |
| INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | EQAL | — | 20,552 | .1M | 0.93% |
| GARTNER INC | IT | Technology | 3,740 | $983.1K | 0.85% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 813 | $752.5K | 0.65% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 9,930 | $654.6K | 0.57% |
| GOLUB CAPITAL BDC INC | GBDC | Financial Services | 33,565 | $459.5K | 0.40% |
| ISHARES TIPS BOND ETF | TIP | — | 3,399 | $378.0K | 0.33% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 6,095 | $346.6K | 0.30% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 1,115 | $283.5K | 0.25% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 2,415 | $241.0K | 0.21% |
| PETCO HEALTH & WELLNESS COMPANY INC | WOOF | Consumer Cyclical | 34,400 | 33.1K | 0.12% |