Shade Tree Advisors LLC

Q4 2024 13F Combination Report, Stock Holdings

Signature - Title
Bridget Horan - Chief Compliance Officer
Location
Saratoga Springs, NY
Holdings as of
31 Dec 2024
Value $
$99,176,578
Num holdings
16
Filing time
29 Jan 2025, 14:23:28 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included VTI, VXUS, GFS, BND, and VTEB.
Next filing
Q1 2025 - 12 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Bridget Horan Chief Compliance Officer Saratoga Springs, New York 29 Jan 2025

List of Other Managers Reporting for Shade Tree Advisors LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558