13F HOLDINGS REPORT
SIGNAL TREE FINANCIAL PARTNERS LLC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001951757-25-000854
Total Value
$116.2M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 38,906 | $22.1M | 19.02% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 317,493 | $18.1M | 15.58% |
| 3 | BLACKROCK ETF TRUST II | BLK | 151,667 | $8.0M | 6.90% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 32,154 | $5.8M | 5.03% |
| 5 | VANGUARD INDEX FDS | 922908652 | 27,997 | $5.4M | 4.64% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 65,256 | $5.1M | 4.42% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 85,398 | $4.2M | 3.64% |
| 8 | SCHWAB STRATEGIC TR | 808524763 | 143,482 | $4.1M | 3.54% |
| 9 | ISHARES TR | 464288158 | 32,912 | $3.5M | 3.01% |
| 10 | VANGUARD INDEX FDS | 922908769 | 11,348 | $3.4M | 2.97% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 39,735 | $3.3M | 2.84% |
| 12 | SCHWAB STRATEGIC TR | 808524888 | 76,156 | $3.2M | 2.79% |
| 13 | SCHWAB STRATEGIC TR | 808524797 | 118,105 | $3.1M | 2.69% |
| 14 | ISHARES TR | 46432F834 | 31,182 | $2.4M | 2.08% |
| 15 | SCHWAB STRATEGIC TR | 808524771 | 98,187 | $2.4M | 2.07% |
| 16 | ISHARES TR | 464288414 | 21,776 | $2.3M | 1.96% |
| 17 | VANGUARD INDEX FDS | 922908744 | 11,515 | $2.0M | 1.75% |
| 18 | VANGUARD BD INDEX FDS | 92203C303 | 36,538 | $1.8M | 1.57% |
| 19 | ISHARES TR | 464287655 | 6,422 | $1.4M | 1.19% |
| 20 | APPLE INC | AAPL | 6,170 | $1.3M | 1.09% |
| 21 | VANGUARD SCOTTSDALE FDS | 92206C680 | 11,448 | $1.3M | 1.08% |
| 22 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,193 | $1.2M | 1.07% |
| 23 | VANGUARD MALVERN FDS | 922020748 | 15,803 | $1.2M | 1.06% |
| 24 | AMAZON COM INC | AMZN | 5,001 | $1.1M | 0.94% |
| 25 | VANGUARD MUN BD FDS | 922907738 | 8,258 | $813,908 | 0.70% |
| 26 | SPDR SERIES TRUST | 78464A854 | 10,654 | $774,439 | 0.67% |
| 27 | MICROSOFT CORP | MSFT | 1,377 | $684,934 | 0.59% |
| 28 | VANGUARD INDEX FDS | 922908751 | 2,375 | $562,828 | 0.48% |
| 29 | SCHWAB STRATEGIC TR | 808524201 | 17,329 | $423,529 | 0.36% |
| 30 | ABBVIE INC | ABBV | 2,195 | $407,347 | 0.35% |
| 31 | ABBOTT LABS | ABLZF | 2,604 | $354,118 | 0.30% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 696 | $338,096 | 0.29% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 1,073 | $311,073 | 0.27% |
| 34 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,710 | $298,019 | 0.26% |
| 35 | AUTOMATIC DATA PROCESSING IN | ADP | 927 | $285,887 | 0.25% |
| 36 | SPDR INDEX SHS FDS | 78463X475 | 4,026 | $277,794 | 0.24% |
| 37 | PROCTER AND GAMBLE CO | 742718109 | 1,714 | $273,003 | 0.23% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,966 | $252,626 | 0.22% |
| 39 | EXXON MOBIL CORP | XOM | 2,254 | $242,981 | 0.21% |
| 40 | ALPHABET INC | GOOG | 1,320 | $234,155 | 0.20% |
| 41 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,862 | $227,529 | 0.20% |
| 42 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,805 | $219,925 | 0.19% |
| 43 | HOME DEPOT INC | HD | 580 | $212,651 | 0.18% |
| 44 | SCHWAB STRATEGIC TR | 808524409 | 7,593 | $210,098 | 0.18% |
| 45 | ELI LILLY & CO | LLY | 260 | $202,908 | 0.17% |
| 46 | CHURCH & DWIGHT CO INC | CHD | 2,109 | $202,696 | 0.17% |
| 47 | NETFLIX INC | NFLX | 151 | $202,209 | 0.17% |
| 48 | ALPHABET INC | GOOG | 1,143 | $201,431 | 0.17% |