SIGNAL TREE FINANCIAL PARTNERS LLC 13F Portfolio
SIGNAL TREE FINANCIAL PARTNERS LLC runs SIGNAL TREE FINANCIAL PARTNERS LLC and currently holds 53 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $150.88M. Their top holdings are VOO, VEA, BINC, VB, SCHD. The top five represent 54.7% of reported portfolio weight. SIGNAL TREE FINANCIAL PARTNERS LLC ranks #902 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SIGNAL TREE FINANCIAL PARTNERS LLC initiated 5 new positions. They added to 20 existing positions. They trimmed 11 positions. Their current best-performing preview position is RPG with returns of +36.61%.
Portfolio Value
$150.88M
Alpha Score
21.3
#902 of 1000
Holdings
53
SIGNAL TREE FINANCIAL PARTNERS LLC Current 13F Holdings
Reported holdings from SIGNAL TREE FINANCIAL PARTNERS LLC's latest SEC 13F filing, ranked by portfolio weight.
53 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 19.24% | $547.54 | $715.51 | +30.68% | Added +3.78% |
 VEA VANGUARD TAX-MANAGED FDS | 16.59% | $50.59 | $70.36 | +39.07% | Added +3.05% |
 BINC BLACKROCK ETF TRUST II | 7.90% | $52.44 | $50.69 | -3.35% | Added +6.02% |
 VB VANGUARD INDEX FDS | 5.57% | $256.22 | $289.48 | +12.98% | Added +5.67% |
 SCHD SCHWAB STRATEGIC TR | 5.36% | $28.64 | $33.03 | +15.31% | Added +5.58% |
 RSP INVESCO EXCHANGE TRADED FD T | 5.35% | $177.82 | $213.06 | +19.82% | Added +2.24% |
 VWO VANGUARD INTL EQUITY INDEX F | 3.40% | $44.91 | $59.77 | +33.08% | Added +2.12% |
 BSV VANGUARD BD INDEX FDS | 2.94% | $77.59 | $76.38 | -1.56% | Added +5.18% |
 VTI VANGUARD INDEX FDS | 2.77% | $287.53 | $381.92 | +32.83% | Trimmed -0.65% |
 VCIT VANGUARD SCOTTSDALE FDS | 2.61% | $81.19 | $78.41 | -3.42% | Added +6.99% |
Showing 1-10 of 53