Loading…
CIK 0001804785 • 6 13F filings • May 12, 2025 – Aug 4, 2026
Import this data to Google Sheets with:
=jivedata("shade-tree-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $214K | 0.2% | 4,238 SH | New |
| BANK AMERICA CORP | COM | $229K | 0.2% | 4,163 SH | New |
| BLACKROCK ETF TRUST II | ISHARES LARG CAP | $355K | 0.3% | 10,191 SH | New |
| BLACKSTONE MTG TR INC | COM CL A | $315K | 0.2% | 16,462 SH | New |
| CHICAGO ATLANTIC BDC INC | COM | $179K | 0.1% | 17,360 SH | New |
| COSTCO WHSL CORP NEW | COM | $701K | 0.5%Prev: 0.7% | 813 SH | Decreased |
| FEDEX CORP | COM | $305K | 0.2% | 1,057 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $256K | 0.2%Prev: 0.2% | 3,357 SH | Increased+942 SH |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | $218K | 0.2% | 10,866 SH | New |
| GARTNER INC | COM | $944K | 0.7%Prev: 0.9% | 3,740 SH | Decreased |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $4.1M | 3.2%Prev: 3.7% | 118,750 SH | Decreased |
| GOLUB CAP BDC INC | COM | $656K | 0.5%Prev: 0.4% | 48,369 SH | Increased+14,804 SH |
| INVESCO EXCH TRADED FD TR II | DORSEY WRGT EMRG | $210K | 0.2% | 8,900 SH | New |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | $1.2M | 0.9%Prev: 0.9% | 22,008 SH | Increased+1,456 SH |
| ISHARES INC | CORE MSCI EMKT | $870K | 0.7%Prev: 0.6% | 12,943 SH | Increased+3,013 SH |
| ISHARES TR | CORE MSCI EAFE | $489K | 0.4% | 5,469 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $685K | 0.5% | 5,700 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 1.4% | 2,722 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $271K | 0.2% | 1,100 SH | New |
| ISHARES TR | TIPS BD ETF | $554K | 0.4%Prev: 0.3% | 5,036 SH | Increased+1,637 SH |
| MIDCAP FINANCIAL INVSTMNT CO | COM NEW | $196K | 0.1% | 17,099 SH | New |
| PETCO HEALTH & WELLNESS CO I | COM | $97K | 0.1%Prev: 0.1% | 34,400 SH | Decreased |
| PUTNAM ETF TRUST | BDC INCOME ETF | $970K | 0.7% | 31,700 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $735K | 0.6%Prev: 1.4% | 1,078 SH | Decreased-1,313 SH |
| TPG RE FIN TR INC | COM | $282K | 0.2% | 32,794 SH | New |
| VANECK ETF TRUST | BDC INCOME ETF | $448K | 0.3% | 31,607 SH | New |
| VANECK ETF TRUST | VANECK SHRT MUNI | $469K | 0.4% | 26,934 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.5M | 1.1%Prev: 1.3% | 19,256 SH | Decreased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.1M | 3.9%Prev: 4.2% | 68,481 SH | Increased+2,781 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $251K | 0.2% | 898 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $438K | 0.3% | 2,469 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $907K | 0.7% | 3,125 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.6M | 2.7%Prev: 1.8% | 5,727 SH | Increased+2,265 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $315K | 0.2%Prev: 0.2% | 1,223 SH | Increased+108 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $81.0M | 61.5%Prev: 67.4% | 241,531 SH | Increased+4,266 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.1M | 3.9%Prev: 4.2% | 101,628 SH | Increased+5,316 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $552K | 0.4%Prev: 0.3% | 9,885 SH | Increased+3,790 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $761K | 0.6% | 8,247 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $14.1M | 10.7%Prev: 11.4% | 186,861 SH | Increased+7,318 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $220K | 0.2% | 1,059 SH | New |
| 13F-HR |
| 0001172661-26-003024 |
| $171.7M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002915 | $114.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001715 | $139.6M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001700 | $100.9M | View |