The Analysis of SIGNAL TREE FINANCIAL PARTNERS LLC's Holdings
Currently, SIGNAL TREE FINANCIAL PARTNERS LLC holds 48 types of securities in its portfolio with a total value $126.2M. In the most recent quarter, they have increased their positions in VB (+20.2K shares, valued at $5.2M), SCHD (+39.4K shares, valued at $1.1M), BINC (+14.6K shares, valued at $775.7K); decreased their positions in VXF (-14.2K shares, valued at $3.0M), FNDA (-76.3K shares, valued at $2.4M), SCHC (-7.1K shares, valued at $324.5K); initiated new positions in VO (+2.6K shares, valued at $758.3K), GLD (+627 shares, valued at $223.2K), GE (+716 shares, valued at $215.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS39.5K shares1.64%2025-09-302025-11-14
VEA VANGUARD TAX-MANAGED FDS325.6K shares2.55%2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II166.3K shares9.63%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T33.5K shares4.33%2025-09-302025-11-14 VB VANGUARD INDEX FDS22.6K shares851.37%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS67.1K shares2.76%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F80.5K shares-5.69%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR157.5K shares33.35%2025-09-302025-11-14 VTI VANGUARD INDEX FDS11.5K shares1.75%2025-09-302025-11-14 SUB ISHARES TR34.0K shares3.25%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS40.8K shares2.69%2025-09-302025-11-14 SCHC SCHWAB STRATEGIC TR69.0K shares-9.34%2025-09-302025-11-14 VXF VANGUARD INDEX FDS13.8K shares-50.87%2025-09-302025-11-14 FNDX SCHWAB STRATEGIC TR98.2K shares0.00%2025-09-302025-11-14 IXUS ISHARES TR31.0K shares-0.74%2025-09-302025-11-14 MUB ISHARES TR22.3K shares2.18%2025-09-302025-11-14 VTV VANGUARD INDEX FDS11.5K shares-0.25%2025-09-302025-11-14 FNDA SCHWAB STRATEGIC TR67.1K shares-53.21%2025-09-302025-11-14 VUSB VANGUARD BD INDEX FDS36.1K shares-1.21%2025-09-302025-11-14 AAPL APPLE INC6.2K shares0.00%2025-09-302025-11-14 IWM ISHARES TR6.4K shares0.00%2025-09-302025-11-14 VONG VANGUARD SCOTTSDALE FDS11.7K shares1.87%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR2.2K shares-0.18%2025-09-302025-11-14 VCRB VANGUARD MALVERN FDS14.6K shares-7.62%2025-09-302025-11-14 AMZN AMAZON COM INC5.0K shares0.00%2025-09-302025-11-14 SPYM SPDR SERIES TRUST10.6K shares-0.33%2025-09-302025-11-14 VTEI VANGUARD MUN BD FDS8.3K shares0.00%2025-09-302025-11-14 VO VANGUARD INDEX FDS2.6K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP1.3K shares-5.81%2025-09-302025-11-14 ABBV ABBVIE INC2.2K shares0.00%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR17.2K shares-0.89%2025-09-302025-11-14 ABT ABBOTT LABS2.6K shares0.00%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL696 shares0.00%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.1K shares0.00%2025-09-302025-11-14 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-14 EQWL INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2025-09-302025-11-14 SPGM SPDR INDEX SHS FDS3.9K shares-2.91%2025-09-302025-11-14 GOOGL ALPHABET INC1.1K shares0.00%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN927 shares0.00%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO1.7K shares0.00%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F1.8K shares-7.63%2025-09-302025-11-14 XOM EXXON MOBIL CORP2.2K shares-1.33%2025-09-302025-11-14 HD HOME DEPOT INC580 shares0.00%2025-09-302025-11-14 RPG INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2025-09-302025-11-14 GLD SPDR GOLD TR627 sharesnew addition2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-11-14 GE GE AEROSPACE716 sharesnew addition2025-09-302025-11-14 LLY ELI LILLY & CO260 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available