SIGNAL TREE FINANCIAL PARTNERS LLC 13F Holdings
CIK 0002069337 · COPLEY, OH
As of Sep 30, 2025, SIGNAL TREE FINANCIAL PARTNERS LLC reported 48 positions worth
CIK 0002069337 · COPLEY, OH
As of Sep 30, 2025, SIGNAL TREE FINANCIAL PARTNERS LLC reported 48 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 39,543 | $24.3M | 19.26% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 325,595 | 9.7M | 15.57% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 166,270 | $8.8M | 7.00% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 33,546 | $6.4M | 5.05% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 22,595 | $5.8M | 4.56% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 67,057 | $5.3M | 4.19% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 80,543 | $4.4M | 3.48% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 157,491 | $4.3M | 3.44% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 11,547 | $3.8M | 3.01% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 33,982 | $3.6M | 2.87% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 40,804 | $3.4M | 2.72% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 69,045 | $3.2M | 2.50% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 13,755 | $2.9M | 2.29% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 98,187 | $2.6M | 2.06% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 30,952 | $2.6M | 2.04% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 22,250 | $2.4M | 1.88% |
| VANGUARD VALUE INDEX FUND | VTV | — | 11,486 | $2.1M | 1.70% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 67,138 | $2.1M | 1.66% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 36,095 | .8M | 1.42% |
| APPLE INC | AAPL | Technology | 6,170 | .6M | 1.25% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 6,422 | .6M | 1.23% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 11,662 | .4M | 1.12% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 2,189 | .3M | 1.04% |
| VANGUARD CORE BOND ETF | VCRB | — | 14,599 | .1M | 0.91% |
| AMAZON.COM INC | AMZN | Equity | 5,001 | .1M | 0.87% |