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Home > Institutional Investor > Shade Tree Advisors Llc > Profile

Instuitional Investor - Shade Tree Advisors Llc

Fund Profile
Filing Period:
Fund Name: Shade Tree Advisors Llc
Portfolio Value $171,708,907
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 252,227 $93,334,099 54.36%
2.
Vanguard Star Fds
 212,794 $18,191,764 10.59%
3.
Sandisk Corp
 SNDK 7,252 $16,489,090 9.6%
4.
Spdr Gold Trust
 GLD 28,465 $10,485,983 6.11%
5.
Vanguard Bond Index Funds
 BND 87,248 $6,404,899 3.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.