Shade Tree Advisors LLC

Est. AUM

$139.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$81.7M	254654	58.52%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$16.1M	209434	11.57%	SOLE
3	SANDISK CORP	COM	$9.2M	14500	6.60%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.3M	72151	3.81%	SOLE
5	GLOBALFOUNDRIES INC	ORDINARY SHARES	$5.3M	118750	3.78%	SOLE
6	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.9M	98735	3.53%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	5738	2.46%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$1.8M	2722	1.27%	SOLE
9	VANGUARD BD INDEX FDS	INTERMED TERM	$1.5M	19256	1.06%	SOLE
10	INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$1.2M	22008	0.87%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$902K	12943	0.65%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$897K	3125	0.64%	SOLE
13	COSTCO WHOLESALE CORPORATION	COM	$811K	814	0.58%	SOLE
14	USA RARE EARTH INC	COM	$794K	52500	0.57%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$708K	5700	0.51%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$701K	1078	0.50%	SOLE
17	GARTNER INC	COM	$592K	3740	0.42%	SOLE
18	ISHARES TR	TIPS BD ETF	$555K	5036	0.40%	SOLE
19	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$547K	9885	0.39%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$495K	5469	0.35%	SOLE
21	GOLUB CAP BDC INC	COM	$424K	33565	0.30%	SOLE
22	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$381K	9928	0.27%	SOLE
23	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$334K	990	0.24%	SOLE
24	FIDELITY WISE ORIGIN BITCOIN	SHS	$301K	5100	0.22%	SOLE
25	VANGUARD INDEX FDS	SMALL CP ETF	$292K	1115	0.21%	SOLE
26	COUPANG INC	CL A	$273K	14466	0.20%	SOLE
27	PETCO HEALTH & WELLNESS CO I	COM	$95K	34400	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.