13F COMBINATION REPORT
Shade Tree Advisors LLC
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001172661-25-004584
Total Value
$115.5M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 237,265 | $77.9M | 67.39% |
| 2 | VANGUARD STAR FDS | 921909768 | 179,543 | $13.2M | 11.42% |
| 3 | VANGUARD BD INDEX FDS | 921937835 | 65,700 | $4.9M | 4.23% |
| 4 | VANGUARD MUN BD FDS | 922907746 | 96,312 | $4.8M | 4.17% |
| 5 | GLOBALFOUNDRIES INC | GFS | 118,750 | $4.3M | 3.68% |
| 6 | VANGUARD INDEX FDS | 922908363 | 3,462 | $2.1M | 1.84% |
| 7 | SPDR S&P 500 ETF TR | SPY | 2,391 | $1.6M | 1.38% |
| 8 | VANGUARD BD INDEX FDS | 921937819 | 19,256 | $1.5M | 1.30% |
| 9 | INVESCO EXCH TRADED FD TR II | IVZ | 20,552 | $1.1M | 0.93% |
| 10 | GARTNER INC | IT | 3,740 | $983,134 | 0.85% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 813 | $752,537 | 0.65% |
| 12 | ISHARES INC | 46434G103 | 9,930 | $654,586 | 0.57% |
| 13 | GOLUB CAP BDC INC | 38173M102 | 33,565 | $459,505 | 0.40% |
| 14 | ISHARES TR | 464287176 | 3,399 | $378,037 | 0.33% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C847 | 6,095 | $346,562 | 0.30% |
| 16 | VANGUARD INDEX FDS | 922908751 | 1,115 | $283,522 | 0.25% |
| 17 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 2,415 | $241,041 | 0.21% |
| 18 | PETCO HEALTH & WELLNESS CO I | WOOF | 34,400 | $133,128 | 0.12% |