13F HOLDINGS REPORT
SIGNAL TREE FINANCIAL PARTNERS LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001951757-25-000871
Total Value
$85.2M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 30,033 | $16.2M | 18.99% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 237,217 | $11.3M | 13.31% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 32,114 | $5.6M | 6.60% |
| 4 | VANGUARD INDEX FDS | 922908652 | 26,579 | $5.0M | 5.93% |
| 5 | VANGUARD BD INDEX FDS | 921937827 | 53,324 | $4.1M | 4.84% |
| 6 | BLACKROCK ETF TRUST II | BLK | 73,535 | $3.8M | 4.49% |
| 7 | SCHWAB STRATEGIC TR | 808524763 | 128,725 | $3.8M | 4.49% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 81,012 | $3.6M | 4.19% |
| 9 | ISHARES TR | 464288414 | 30,071 | $3.2M | 3.76% |
| 10 | ISHARES TR | 464288158 | 27,223 | $2.9M | 3.37% |
| 11 | VANGUARD INDEX FDS | 922908769 | 9,702 | $2.8M | 3.30% |
| 12 | SCHWAB STRATEGIC TR | 808524888 | 72,433 | $2.5M | 2.92% |
| 13 | ISHARES TR | 46432F834 | 36,924 | $2.4M | 2.87% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 30,044 | $2.4M | 2.83% |
| 15 | APPLE INC | AAPL | 6,769 | $1.7M | 1.99% |
| 16 | VANGUARD BD INDEX FDS | 92203C303 | 32,592 | $1.6M | 1.90% |
| 17 | SCHWAB STRATEGIC TR | 808524797 | 52,456 | $1.4M | 1.68% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C680 | 11,771 | $1.2M | 1.43% |
| 19 | AMAZON COM INC | AMZN | 5,224 | $1.1M | 1.35% |
| 20 | VANGUARD MUN BD FDS | 922907746 | 18,494 | $927,104 | 1.09% |
| 21 | SPDR SERIES TRUST | 78464A854 | 9,528 | $656,860 | 0.77% |
| 22 | VANGUARD INDEX FDS | 922908744 | 3,860 | $653,498 | 0.77% |
| 23 | MICROSOFT CORP | MSFT | 1,136 | $478,824 | 0.56% |
| 24 | VANGUARD MALVERN FDS | 922020748 | 6,165 | $467,344 | 0.55% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C409 | 5,682 | $443,253 | 0.52% |
| 26 | ABBVIE INC | ABBV | 2,300 | $408,625 | 0.48% |
| 27 | SCHWAB STRATEGIC TR | 808524201 | 17,607 | $408,138 | 0.48% |
| 28 | ABBOTT LABS | ABLZF | 2,715 | $307,050 | 0.36% |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 635 | $287,833 | 0.34% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 1,705 | $285,813 | 0.34% |
| 31 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,710 | $277,179 | 0.33% |
| 32 | AUTOMATIC DATA PROCESSING IN | ADP | 927 | $271,361 | 0.32% |
| 33 | FIRST TR EXCH TRADED FD III | 33739N108 | 5,162 | $263,314 | 0.31% |
| 34 | SPDR INDEX SHS FDS | 78463X475 | 4,124 | $261,173 | 0.31% |
| 35 | ALPHABET INC | GOOG | 1,347 | $256,523 | 0.30% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,172 | $255,111 | 0.30% |
| 37 | ISHARES TR | 464287226 | 2,618 | $253,684 | 0.30% |
| 38 | EXXON MOBIL CORP | XOM | 2,357 | $253,542 | 0.30% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 1,026 | $245,942 | 0.29% |
| 40 | HOME DEPOT INC | HD | 575 | $223,669 | 0.26% |
| 41 | CHURCH & DWIGHT CO INC | CHD | 2,109 | $220,833 | 0.26% |
| 42 | ALPHABET INC | GOOG | 1,159 | $219,399 | 0.26% |