Shade Tree Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $80.98M | 61.5% |
| VANGUARD STAR FDS | $14.10M | 10.7% |
| VANGUARD MUN BD FDS | $5.11M | 3.9% |
| VANGUARD BD INDEX FDS | $5.07M | 3.9% |
| GLOBALFOUNDRIES INC | $4.15M | 3.2% |
| VANGUARD INDEX FDS | $3.59M | 2.7% |
| ISHARES TR | $1.86M | 1.4% |
| VANGUARD BD INDEX FDS | $1.50M | 1.1% |
| INVESCO EXCH TRADED FD TR II | $1.16M | 0.9% |
| PUTNAM ETF TRUST | $970.0K | 0.7% |
| GARTNER INC | $943.5K | 0.7% |
| VANGUARD INDEX FDS | $906.9K | 0.7% |
| ISHARES INC | $870.0K | 0.7% |
| VANGUARD SCOTTSDALE FDS | $761.2K | 0.6% |
| SPDR S&P 500 ETF TR | $735.1K | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $701.1K | 0.5% |
| ISHARES TR | $685.0K | 0.5% |
| GOLUB CAP BDC INC | $656.4K | 0.5% |
| ISHARES TR | $553.5K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $551.6K | 0.4% |
| ISHARES TR | $489.3K | 0.4% |
| VANECK ETF TRUST | $468.9K | 0.4% |
| VANECK ETF TRUST | $448.2K | 0.3% |
| VANGUARD INDEX FDS | $437.9K | 0.3% |
| BLACKROCK ETF TRUST II | $354.5K | 0.3% |
| VANGUARD INDEX FDS | $315.5K | 0.2% |
| Blackstone Mortgage Trust Inc | $314.9K | 0.2% |
| FedEx Corp | $305.3K | 0.2% |
| TPG RE Finance Trust, Inc. | $282.4K | 0.2% |
| ISHARES TR | $270.8K | 0.2% |
| FIDELITY WISE ORIGIN BITCOIN | $255.9K | 0.2% |
| VANGUARD INDEX FDS | $250.7K | 0.2% |
| BANK OF AMERICA CORP /DE | $229.0K | 0.2% |
| VANGUARD WORLD FD | $219.8K | 0.2% |
| FIRST TR EXCH TRADED FD III | $217.8K | 0.2% |
| AMERICAN CENTY ETF TR | $213.5K | 0.2% |
| INVESCO EXCH TRADED FD TR II | $210.4K | 0.2% |
| MidCap Financial Investment CorpMFIC | $195.6K | 0.1% |
| CHICAGO ATLANTIC BDC INC | $179.3K | 0.1% |
| Petco Health & Wellness Company, Inc.WOOF | $96.7K | 0.1% |