13F HOLDINGS REPORT
SIGNAL TREE FINANCIAL PARTNERS LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001951757-25-000870
Total Value
$99.7M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 34,558 | $17.8M | 17.81% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 292,740 | $14.9M | 14.92% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 39,297 | $6.8M | 6.83% |
| 4 | BLACKROCK ETF TRUST II | BLK | 114,116 | $6.0M | 5.99% |
| 5 | VANGUARD INDEX FDS | 922908652 | 31,505 | $5.4M | 5.44% |
| 6 | SCHWAB STRATEGIC TR | 808524763 | 164,618 | $4.5M | 4.52% |
| 7 | VANGUARD BD INDEX FDS | 921937827 | 56,890 | $4.5M | 4.47% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 92,253 | $4.2M | 4.19% |
| 9 | SCHWAB STRATEGIC TR | 808524797 | 146,804 | $4.1M | 4.12% |
| 10 | ISHARES TR | 464288414 | 31,852 | $3.4M | 3.37% |
| 11 | VANGUARD INDEX FDS | 922908769 | 12,127 | $3.3M | 3.34% |
| 12 | SCHWAB STRATEGIC TR | 808524888 | 80,068 | $2.9M | 2.88% |
| 13 | ISHARES TR | 464288158 | 26,784 | $2.8M | 2.84% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 33,942 | $2.8M | 2.78% |
| 15 | ISHARES TR | 46432F834 | 35,846 | $2.5M | 2.51% |
| 16 | VANGUARD BD INDEX FDS | 92203C303 | 34,580 | $1.7M | 1.73% |
| 17 | APPLE INC | AAPL | 6,105 | $1.4M | 1.36% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C680 | 14,235 | $1.3M | 1.32% |
| 19 | AMAZON COM INC | AMZN | 4,877 | $927,898 | 0.93% |
| 20 | VANGUARD MALVERN FDS | 922020748 | 10,649 | $824,530 | 0.83% |
| 21 | VANGUARD MUN BD FDS | 922907746 | 16,150 | $801,363 | 0.80% |
| 22 | SPDR SERIES TRUST | 78464A854 | 10,273 | $675,552 | 0.68% |
| 23 | VANGUARD INDEX FDS | 922908744 | 3,476 | $600,444 | 0.60% |
| 24 | MICROSOFT CORP | MSFT | 1,294 | $485,755 | 0.49% |
| 25 | ABBVIE INC | ABBV | 2,209 | $462,730 | 0.46% |
| 26 | VANGUARD SCOTTSDALE FDS | 92206C409 | 5,309 | $419,092 | 0.42% |
| 27 | SCHWAB STRATEGIC TR | 808524201 | 17,607 | $388,770 | 0.39% |
| 28 | ABBOTT LABS | ABLZF | 2,604 | $345,369 | 0.35% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 628 | $334,460 | 0.34% |
| 30 | FIRST TR EXCH TRADED FD III | 33739N108 | 6,216 | $313,424 | 0.31% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 1,698 | $289,288 | 0.29% |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 927 | $283,226 | 0.28% |
| 33 | EXXON MOBIL CORP | XOM | 2,355 | $280,080 | 0.28% |
| 34 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,710 | $279,374 | 0.28% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 1,106 | $271,302 | 0.27% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,274 | $263,647 | 0.26% |
| 37 | SPDR INDEX SHS FDS | 78463X475 | 4,205 | $262,476 | 0.26% |
| 38 | CHURCH & DWIGHT CO INC | CHD | 2,109 | $232,180 | 0.23% |
| 39 | HOME DEPOT INC | HD | 580 | $212,564 | 0.21% |
| 40 | ALPHABET INC | GOOG | 1,325 | $207,005 | 0.21% |
| 41 | JOHNSON & JOHNSON | JNJ | 1,234 | $204,647 | 0.21% |
| 42 | SCHWAB STRATEGIC TR | 808524409 | 7,593 | $201,822 | 0.20% |