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Disclosed positions
SIGNAL TREE FINANCIAL PARTNERS LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $29,030,959
- Reported amount
- 42,269
- 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: 0001951757-26-001268Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open 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
Show the table · 50 rows, 7 columns
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $29,030,959 | 42,269 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $25,035,860 | 351,380 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $11,926,404 | 227,864 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $8,400,365 | 27,713 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $8,094,465 | 255,265 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $8,068,698 | 37,922 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $5,123,745 | 85,839 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $4,431,005 | 56,873 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $4,183,250 | 11,305 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $3,933,114 | 47,588 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $3,531,082 | 33,165 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $3,511,429 | 72,972 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $3,295,621 | 13,385 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $3,053,616 | 98,187 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $2,935,020 | 30,753 | SH | None |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $2,618,971 | 68,812 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,455,308 | 22,815 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $2,366,066 | 10,857 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $1,906,956 | 6,347 | SH | None |
| APPLE INC | AAPL | COM | $1,567,288 | 5,416 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $1,515,698 | 2,155 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $1,416,671 | 18,343 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $1,175,198 | 9,195 | SH | None |
| VANGUARD MUN BD FDS | VTEI | INTERMEDIATE TRM | $927,813 | 9,189 | SH | None |
| AMAZON COM INC | AMZN | COM | $911,174 | 3,823 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $870,317 | 10,802 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $822,733 | 9,362 | SH | None |
| ABBVIE INC | ABBV | COM | $529,582 | 2,105 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $470,860 | 15,999 | SH | None |
| MICROSOFT CORP | MSFT | COM | $460,418 | 1,234 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $435,634 | 1,219 | SH | None |
| INVESCO EXCHANGE TRADED FD T | EQWL | S&P 100 EQL WIGH | $349,644 | 2,710 | SH | None |
| SPDR INDEX SHS FDS | SPGM | ST STR MSCI GLB | $329,744 | 3,849 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $316,529 | 2,017 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $315,655 | 10,900 | SH | None |
| ELI LILLY & CO | LLY | COM | $314,604 | 262 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RPG | S&P500 PUR GWT | $306,799 | 4,805 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $302,972 | 2,216 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $288,705 | 882 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $282,220 | 564 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $271,357 | 768 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $264,312 | 7,593 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $261,681 | 5,257 | SH | None |
| GE AEROSPACE | GE | COM NEW | $258,075 | 691 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $253,445 | 688 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $243,356 | 1,660 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $236,161 | 2,603 | SH | None |
| GE VERNOVA INC | GEV | COM | $236,147 | 201 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $223,345 | 6,182 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $209,842 | 281 | 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.
