Instuitional Investor - Signal Tree Financial Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Signal Tree Financial Partners Llc |
| Portfolio Value | $150,883,754 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 42,269 | $29,030,959 | 19.24% | |
| 2. | Vanguard Tax-Managed Fds | 351,380 | $25,035,860 | 16.59% | |
| 3. | Blackrock Etf Trust Ii - ISHA FLEX IN ETF | 227,864 | $11,926,404 | 7.9% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 27,713 | $8,400,365 | 5.57% | |
| 5. | SCHD | 255,265 | $8,094,465 | 5.36% |
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