ST

Shade Tree Advisors LLC

13F
Shade Tree Advisors LLC
Last update 2025-05-12 18 Stocks (2 new)
Value $101.00 Mil Turnover 7 %
Countries:
Top Holdings: VTI(63.85%)VXUS(10.05%)SPY(4.57%)GFS(4.34%)BND(4.00%)
Summary Stock Picks Current Portfolio
Shade Tree Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
234,370
64,414.5
-0.60%
63.850
-0.41%
0.010
+17.05%
+6.98%
450,247.8
 
VXUS
Vanguard Total International Stock
163,194
10,134.4
+20.46%
10.050
+1.71%
0.010
+14.38%
+19.13%
87,184.0
 
SPY
SPDR S&P 500 ETF Trust
8,237
4,607.7
+244.50%
4.570
+3.24%
0.000
+16.86%
+7.34%
643,153.0
 
GFS
GLOBALFOUNDRIES Inc
118,750
4,383.1
0%
4.340
0%
0.020
+15.80%
-7.25%
22,085.6
Semiconductors
BND
Vanguard Total Bond Market ETF
54,914
4,033.5
+0.42%
4.000
+0.02%
0.000
+0.05%
+3.60%
126,370.7
 
VTEB
Vanguard Tax-Exempt Bond ETF
74,206
3,682.1
+2.85%
3.650
+0.10%
0.010
-0.88%
-0.73%
35,799.5
 
VOO
Vanguard S&P 500 ETF
3,138
1,612.7
-27.65%
1.600
-0.65%
0.000
+16.76%
+7.46%
616,819.8
 
BIV
Vanguard Intermediate-Term Bond ETF
19,256
1,474.4
0%
1.460
0%
0.010
+0.60%
+4.74%
23,135.4
 
VT
Vanguard Total World Stock ETF
12,492
1,448.5
New Holding
1.440
+1.44%
0.000
+16.02%
+11.37%
43,829.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
21,419
1,156.0
0%
1.150
0%
0.000
+15.43%
+17.51%
96,608.3
 

Shade Tree Advisors LLC's Historical Top Holdings Breakdowns

Shade Tree Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+3.24%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Add 244.5%
8,237
5,846
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+1.71%
●
58.01 ($61.77) 64.46
$69.49
12.50%
Add 20.46%
163,194
27,719
VT
Vanguard Total World Stock ETF
2025-03-31
New Buy
New Buy
+1.44%
●
115.08 ($119.66) 123.97
$129.79
8.47%
New holding
12,492
12,492
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.65%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Reduce -27.65%
3,138
-1,199
GBDC
Golub Capital BDC Inc
2025-03-31
New Buy
New Buy
+0.50%
●
14.46 ($15.35) 15.96
$14.77
-3.78%
New holding
33,565
33,565
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.48%
●
105.3 ($105.71) 106.24
$106.27
0.53%
Reduce -44.01%
5,754
-4,523
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.41%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Reduce -0.6%
234,370
-1,414
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.10%
●
49.25 ($50.03) 50.66
$48.95
-2.16%
Add 2.85%
74,206
2,055
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.02%
●
71.17 ($72.57) 73.66
$73.08
0.70%
Add 0.42%
54,914
231

Shade Tree Advisors LLC Total Holding History ($B)

To

Shade Tree Advisors LLC's Asset Allocation

To

Shade Tree Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Shade Tree Advisors LLC's Hypothetical Growth since 2025-03-31

Shade Tree Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Shade Tree Advisors LLC's Holdings Heat Map

Size field:

Shade Tree Advisors LLC's Holdings Bubble Chart

Shade Tree Advisors LLC News

  • 1

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