Shade Tree Advisors LLC
- SEC CIK
- 0001804785
- 最新申報
- 2026/8/4
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位。
- 持股檔數
- 16
- 2024 年第 3 季沒有申報
- 總值
- $9,918 萬
- 2024 年第 3 季沒有申報
Shade Tree Advisors LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 235,784 | $6,833 萬 | 68.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 135,475 | $798.4 萬 | 8.0% | – | – | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 118,750 | $509.6 萬 | 5.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 54,683 | $393.2 萬 | 4.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 72,151 | $361.7 萬 | 3.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,337 | $233.7 萬 | 2.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,256 | $143.9 萬 | 1.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,391 | $140.1 萬 | 1.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 21,419 | $111.8 萬 | 1.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,277 | $108.4 萬 | 1.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 20,552 | $99.3 萬 | 1.0% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 813 | $74.5 萬 | 0.8% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,399 | $36.2 萬 | 0.4% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 6,095 | $33.7 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,115 | $26.8 萬 | 0.3% | – | – | – |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 34,400 | $13.1 萬 | 0.1% | – | – | 歷史 |