Instuitional Investor - Signal Tree Financial Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Signal Tree Financial Partners Llc |
| Portfolio Value | $132,478,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 40,730 | $24,338,333 | 18.37% | |
| 2. | Vanguard Tax-Managed Fds | 340,970 | $21,849,381 | 16.49% | |
| 3. | Blackrock Etf Trust Ii | 214,932 | $11,161,421 | 8.43% | |
| 4. | SCHD | 241,773 | $7,417,584 | 5.6% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 37,090 | $7,118,308 | 5.37% |
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