Shade Tree Advisors LLC
CIK 1804785 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- VTI68.90%
- VXUS8.05%
- GFS5.14%
- BND3.96%
- VTEB3.65%
- VOO2.36%
- BIV1.45%
- SPY1.41%
- IEMG1.13%
- SUB1.09%
Share classes counted separately97.14%
Portfolio value by quarter
Top 10 holdings 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $68.33M | 68.90% | 235.78K shares | Prior unavailable — | — | ↗▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $7.98M | 8.05% | 135.47K shares | Prior unavailable — | — | ↗▾ |
| 03 | GFSGLOBALFOUNDRIES INCORDINARY SHARES View history and evidence | $5.10M | 5.14% | 118.75K shares | Prior unavailable — | — | ↗▾ |
| 04 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $3.93M | 3.96% | 54.68K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $3.62M | 3.65% | 72.15K shares | Prior unavailable — | — | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $2.34M | 2.36% | 4.34K shares | Prior unavailable — | — | ↗▾ |
| 07 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $1.44M | 1.45% | 19.26K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.40M | 1.41% | 2.39K shares | Prior unavailable — | — | ↗▾ |
| 09 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $1.12M | 1.13% | 21.42K shares | Prior unavailable — | — | ↗▾ |
| 10 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $1.08M | 1.09% | 10.28K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1804785 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jan 29, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 99176578
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.