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Disclosed positions
Shade Tree Advisors LLC: source evidence dated 2026-08-05T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $93,334,099
- Reported amount
- 252,227
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-003024Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $93,334,099 | 252,227 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $18,191,764 | 212,794 | SH | None |
| SANDISK CORP | SNDK | COM | $16,489,090 | 7,252 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $10,485,983 | 28,465 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $6,404,899 | 87,248 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,006,394 | 98,980 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,536,298 | 5,149 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $2,478,375 | 74,448 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,039,163 | 2,723 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $1,476,935 | 19,256 | SH | None |
| INVESCO EXCH TRADED FD TR II | EQAL | RUSEL 1000 EQL | $1,304,058 | 22,008 | SH | None |
| USA RARE EARTH INC | USAR | COM | $1,132,950 | 52,500 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,072,198 | 12,943 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $1,007,125 | 12,500 | SH | None |
| QUALCOMM INC | QCOM | COM | $994,355 | 5,381 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $868,235 | 1,163 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $845,367 | 5,700 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $728,862 | 779 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $551,089 | 5,036 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGLT | LONG TERM TREAS | $545,454 | 9,885 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $528,196 | 5,469 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $522,462 | 1,094 | SH | None |
| GARTNER INC | IT | COM | $484,779 | 3,740 | SH | None |
| GOLUB CAP BDC INC | GBDC | COM | $432,317 | 33,565 | SH | None |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | SHS | $351,939 | 6,894 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $337,979 | 1,115 | SH | None |
| COUPANG INC | CPNG | CL A | $251,274 | 14,466 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $213,700 | 1,362 | SH | None |
| PETCO HEALTH & WELLNESS CO I | WOOF | CL A COM | $93,568 | 34,400 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.