Titelia

Holdings of SIGNAL TREE FINANCIAL PARTNERS LLC

44 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 73.2 % of the equity sleeve

Sector breakdown

  • Funds 22.1 %
  • Technology 1.4 %
  • Health care 0.7 %
  • Consumer discretionary 0.6 %
  • Communication 0.4 %
  • Financials 0.4 %
  • Energy 0.3 %
  • Consumer staples 0.2 %
  • Unattributed 73.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US44129.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 40,73024.3M $
2Vanguard FTSE Developed Markets ETF 340,97021.8M $
3BlackRock ETF Trust II 214,93211.2M $
4Schwab US Dividend Equity ETF 241,7737.4M $
5Invesco S&P 500 Equal Weight ETF 37,0907.1M $
6Vanguard Small-Cap ETF 26,2266.9M $
7Vanguard International Equity Index Funds 84,0584.5M $
8Vanguard Short-term Bond Etf 54,0734.2M $
9Vanguard Intermediate-Term Corporate Bond ETF 44,4813.7M $
10Vanguard Total Stock Market ETF 11,3793.7M $
11iShares Short-Term National Muni Bond ETF 33,4393.6M $
12Schwab International Small-Cap Equity ETF 71,7343.4M $
13Vanguard Extended Market ETF 13,8902.9M $
14Schwab Fundamental U.S. Large Company ETF 98,1872.7M $
15iShares Core MSCI Total International Stock ETF 30,8182.7M $
16iShares National Muni Bond ETF 22,8152.4M $
17Vanguard Value ETF 10,9992.2M $
18iShares Russell 2000 ETF 6,4221.6M $
19Apple Inc 5,4161.4M $
20State Street SPDR S&P MidCap 400 ETF Trust 2,1571.3M $
21Vanguard Core Bond ETF 16,6691.3M $
22Vanguard Russell 1000 Growth ETF 9,4511M $
23Vanguard Intermediate-Term Tax-Exempt Bond ETF 9,189918.3K $
24Amazon.com Inc 4,005834.1K $
25SPDR Series Trust 9,686741.4K $
26Vanguard Mid-Cap ETF 2,489714.8K $
27AbbVie Inc 2,103457.3K $
28Schwab U.S. Large-Cap ETF 15,999410.2K $
29Microsoft Corp 1,092404.2K $
30Exxon Mobil Corp 2,216376K $
31Alphabet Inc 1,143328.7K $
32SPDR Gold Shares 688296K $
33Berkshire Hathaway Inc 584279.9K $
34Vanguard Total World Stock ETF 1,996276K $
35Abbott Laboratories 2,591266K $
36JPMorgan Chase & Co 882259.4K $
37Vanguard Ultra Short Bond ETF 5,092253.5K $
38Procter & Gamble Co/The 1,716247.8K $
39Eli Lilly & Co 262241.3K $
40Schwab US Broad Market ETF 9,334234.3K $
41Schwab Strategic Trust 7,593231.6K $
42Invesco S&P 500 Pure Growth ETF 4,805224.6K $
43Alphabet Inc 768220.3K $
44VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 2,589205.2K $