Shade Tree Advisors LLC - Portfolio overview

Shade Tree Advisors LLC has 27 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 58.52%
2. VXUS - VANGUARD STAR FDS, 11.57%
3. SNDK - SANDISK CORP, 6.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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