Shade Tree Advisors LLC: 13F holdings

CIK 18047852026Q2

Positions29
Reported value$171.7m
Filed2026-08-04

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD INDEX FDS252,227$93.3m54.4%
VXUS VANGUARD STAR FDS212,794$18.2m10.6%
SNDK SANDISK CORP7,252$16.5m9.6%
GLD SPDR GOLD TR28,465$10.5m6.1%
BND VANGUARD BD INDEX FDS87,248$6.4m3.7%
VTEB VANGUARD MUN BD FDS98,980$5.0m2.9%
VOO VANGUARD INDEX FDS5,149$3.5m2.1%
IBIT ISHARES BITCOIN TRUST ETF74,448$2.5m1.4%
IVV ISHARES TR2,723$2.0m1.2%
BIV VANGUARD BD INDEX FDS19,256$1.5m0.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1804785")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples