• 13F History

Shade Tree Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$99.2M
Signature - Title
Bridget Horan - Chief Compliance Officer
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by Shade Tree Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shade Tree Advisors LLC reported 16 stock holdings with total value $99.2M as of Q4 2024. Top holdings included VTI, VXUS, GFS, BND, and VTEB.
Holdings Value

List of Other Managers Reporting for Shade Tree Advisors LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 16 $99.2M $0 $0 VTI, VXUS, GFS, BND, VTEB 13F-HR 1/29/2025, 02:23 PM