Instuitional Investor - Shade Tree Advisors Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 254,614 | $77,384,812 | 67.67% | |
2. | Vanguard Star Fds | 168,828 | $11,664,302 | 10.2% | |
3. | BND | 66,251 | $4,878,088 | 4.27% | |
4. | Globalfoundries Inc. | 118,750 | $4,536,250 | 3.97% | |
5. | Vanguard Mun Bd Fds | 88,889 | $4,358,221 | 3.81% |