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 $131.1M. In the most recent quarter, they have increased their positions in BINC (+39.2K shares, valued at $2.1M), VEA (+8.7K shares, valued at $545.6K), SCHD (+16.4K shares, valued at $449.0K); decreased their positions in BSV (-14.5K shares, valued at $1.1M), AAPL (-734 shares, valued at $199.6K), AMZN (-668 shares, valued at $154.2K); initiated new positions in VCSH (+2.6K shares, valued at $206.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS334.3K shares2.68%2025-12-312026-02-17
BINC BLACKROCK ETF TRUST II205.5K shares23.60%2025-12-312026-02-17 VB VANGUARD INDEX FDS24.0K shares6.23%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR173.9K shares10.39%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F82.4K shares2.25%2025-12-312026-02-17 BSV VANGUARD BD INDEX FDS52.6K shares-21.57%2025-12-312026-02-17 VTI VANGUARD INDEX FDS11.5K shares-0.39%2025-12-312026-02-17 SUB ISHARES TR34.5K shares1.45%2025-12-312026-02-17 VCIT VANGUARD SCOTTSDALE FDS43.0K shares5.27%2025-12-312026-02-17 SCHC SCHWAB STRATEGIC TR70.4K shares1.96%2025-12-312026-02-17 VXF VANGUARD INDEX FDS13.9K shares0.71%2025-12-312026-02-17 FNDX SCHWAB STRATEGIC TR98.2K shares0.00%2025-12-312026-02-17 IXUS ISHARES TR31.0K shares0.00%2025-12-312026-02-17 MUB ISHARES TR24.0K shares7.96%2025-12-312026-02-17 VTV VANGUARD INDEX FDS11.5K shares-0.19%2025-12-312026-02-17 FNDA SCHWAB STRATEGIC TR67.8K shares0.99%2025-12-312026-02-17 VUSB VANGUARD BD INDEX FDS38.2K shares5.82%2025-12-312026-02-17 IWM ISHARES TR6.4K shares0.00%2025-12-312026-02-17 AAPL APPLE INC5.4K shares-11.90%2025-12-312026-02-17 VONG VANGUARD SCOTTSDALE FDS11.6K shares-0.42%2025-12-312026-02-17 MDY SPDR S&P MIDCAP 400 ETF TR2.2K shares0.00%2025-12-312026-02-17 VCRB VANGUARD MALVERN FDS15.8K shares7.94%2025-12-312026-02-17 AMZN AMAZON COM INC4.3K shares-13.36%2025-12-312026-02-17 VTEI VANGUARD MUN BD FDS9.2K shares11.27%2025-12-312026-02-17 SPYM SPDR SERIES TRUST10.6K shares-0.24%2025-12-312026-02-17 VO VANGUARD INDEX FDS2.7K shares3.29%2025-12-312026-02-17 MSFT MICROSOFT CORP1.3K shares-0.15%2025-12-312026-02-17 ABBV ABBVIE INC2.1K shares-4.10%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR17.5K shares1.75%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.3K shares-3.94%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.1.0K shares-4.94%2025-12-312026-02-17 ABT ABBOTT LABS2.6K shares0.00%2025-12-312026-02-17 EQWL INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2025-12-312026-02-17 SPGM SPDR INDEX SHS FDS3.9K shares0.61%2025-12-312026-02-17 LLY ELI LILLY & CO261 shares0.38%2025-12-312026-02-17 XOM EXXON MOBIL CORP2.3K shares4.14%2025-12-312026-02-17 VT VANGUARD INTL EQUITY INDEX F1.9K shares5.23%2025-12-312026-02-17 GLD SPDR GOLD TR627 shares0.00%2025-12-312026-02-17 PG PROCTER AND GAMBLE CO1.7K shares-2.16%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING IN927 shares0.00%2025-12-312026-02-17 SCHV SCHWAB STRATEGIC TR7.6K shares0.00%2025-12-312026-02-17 GE AEROSPACE GE AEROSPACE716 shares0.00%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available