Universe · entity
Shade Tree Advisors LLC
Institutional manager (13F) · CIK 1804785
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $140M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $82M | 254,654 |
| 2 | VANGUARD STAR FDS | $16M | 209,434 |
| 3 | SANDISK CORP | $9M | 14,500 |
| 4 | VANGUARD BD INDEX FDS | $5M | 72,151 |
| 5 | GLOBALFOUNDRIES INC | $5M | 118,750 |
| 6 | VANGUARD MUN BD FDS | $5M | 98,735 |
| 7 | VANGUARD INDEX FDS | $3M | 5,738 |
| 8 | ISHARES TR | $2M | 2,722 |
| 9 | VANGUARD BD INDEX FDS | $1M | 19,256 |
| 10 | INVESCO EXCH TRADED FD TR II | $1M | 22,008 |
| 11 | ISHARES INC | $903k | 12,943 |
| 12 | VANGUARD INDEX FDS | $897k | 3,125 |
| 13 | COSTCO WHOLESALE CORPORATION | $811k | 814 |
| 14 | USA RARE EARTH INC | $795k | 52,500 |
| 15 | ISHARES TR | $709k | 5,700 |
| 16 | STATE STR SPDR S&P 500 ETF T | $701k | 1,078 |
| 17 | GARTNER INC | $592k | 3,740 |
| 18 | ISHARES TR | $556k | 5,036 |
| 19 | VANGUARD SCOTTSDALE FDS | $547k | 9,885 |
| 20 | ISHARES TR | $495k | 5,469 |
| 21 | GOLUB CAP BDC INC | $425k | 33,565 |
| 22 | ISHARES BITCOIN TRUST ETF | $381k | 9,928 |
| 23 | TAIWAN SEMICONDUCTOR MANUFAC | $335k | 990 |
| 24 | FIDELITY WISE ORIGIN BITCOIN | $301k | 5,100 |
| 25 | VANGUARD INDEX FDS | $292k | 1,115 |
| 26 | COUPANG INC | $273k | 14,466 |
| 27 | PETCO HEALTH & WELLNESS CO I | $96k | 34,400 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.