Shade Tree Advisors LLC Portfolio Holdings by Sector
Shade Tree Advisors LLC
- $99.2 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$68.3 Million
68.9% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
VXUS BND VTEB VOO BIV SPY IEMG SUB 12 stocks |
$24.9 Million
25.08% of portfolio
|
  12  
|
- |
  12  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
GFS 1 stocks |
$5.1 Million
5.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$744,928
0.75% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
WOOF 1 stocks |
$131,064
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|