SIGNAL TREE FINANCIAL PARTNERS LLC
CIK 2069337 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $150.9M
- Posisi
- 53
- Per tanggal
- 30 Juni 2026
#7.374 dari 9.443 berdasarkan nilai 13F · top 78.1%
Nilai portofolio QoQ: +13.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 71,73%
- Bobot 25 kepemilikan teratas
- 93,72%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 11,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,41% Perkiraan pembelian $6.687.560 · penjualan $574.629
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,8% masih dipegang
- Posisi baru
- 7
- Meningkat
- 20
- Menurun
- 13
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,3%
Retail
0,7%
Healthcare
0,7%
Communication Services
0,5%
Industrials
0,5%
Consumer products
0,3%
Energy
0,2%
Financials
0,2%
Lainnya/Tidak terpetakan
95,6%
Portofolio lengkap 53 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $29.030.959 | 19,24% | 42.269 | $4.692.626 | Naik ×6 | ||
| VEA | $25.035.860 | 16,59% | 351.380 | $3.186.479 | Naik ×6 | ||
| BINC | $11.926.404 | 7,90% | 227.864 | $764.983 | Naik ×6 | ||
| VB | $8.400.365 | 5,57% | 27.713 | $1.531.251 | Naik ×4 | ||
| SCHD | $8.094.465 | 5,36% | 255.265 | $676.881 | Naik ×4 | ||
| RSP | $8.068.698 | 5,35% | 37.922 | $950.390 | Naik ×4 | ||
| VWO | $5.123.745 | 3,40% | 85.839 | $580.401 | Naik ×3 | ||
| BSV | $4.431.005 | 2,94% | 56.873 | $191.175 | Naik ×2 | ||
| VTI | $4.183.250 | 2,77% | 11.305 | $532.798 | Turun ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3.933.114 | 2,61% | 47.588 | $252.286 | Naik ×6 | ||
| SUB | $3.531.082 | 2,34% | 33.165 | $-30.176 | Turun ×2 | ||
| SCHC | $3.511.429 | 2,33% | 72.972 | $158.574 | Naik ×3 | ||
| VXF | $3.295.621 | 2,18% | 13.385 | $436.984 | Turun ×1 | ||
| FNDX | $3.053.616 | 2,02% | 98.187 | $319.108 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $2.935.020 | 1,95% | 30.753 | $264.991 | Turun ×2 | ||
| FNDA | $2.618.971 | 1,74% | 68.812 | $418.616 | Naik ×3 | ||
| MUB | $2.455.308 | 1,63% | 22.815 | $33.537 | |||
| VTV | $2.366.066 | 1,57% | 10.857 | $208.062 | Turun ×4 | ||
| IWM | $1.906.956 | 1,26% | 6.347 | $314.300 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $1.567.288 | 1,04% | 5.416 | $192.661 | |||
| MDY | $1.515.698 | 1,00% | 2.155 | $185.347 | Turun ×2 | ||
| VCRB Vanguard Core Bond ETF | $1.416.671 | 0,94% | 18.343 | $126.832 | Naik ×3 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1.175.198 | 0,78% | 9.195 | $138.531 | Turun ×3 | ||
| VTEI | $927.813 | 0,61% | 9.189 | $9.464 | |||
| AMZN Amazon.com, Inc. - Common Stock | $911.174 | 0,60% | 3.823 | $77.053 | Turun ×3 | ||
| VO | $870.317 | 0,58% | 10.802 | $155.526 | Naik ×1 | ||
| SPYM | $822.733 | 0,55% | 9.362 | $81.367 | Turun ×4 | ||
| ABBV AbbVie Inc. Common Stock | $529.582 | 0,35% | 2.105 | $72.304 | Naik ×1 | ||
| SCHX | $470.860 | 0,31% | 15.999 | $60.637 | |||
| MSFT Microsoft Corporation - Common Stock | $460.418 | 0,31% | 1.234 | $56.192 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $435.634 | 0,29% | 1.219 | $106.953 | Naik ×1 | ||
| EQWL | $349.644 | 0,23% | 2.710 | $37.344 | |||
| SPGM | $329.744 | 0,22% | 3.849 | $34.248 | Turun ×2 | ||
| VT | $316.529 | 0,21% | 2.017 | $40.495 | Naik ×3 | ||
| SCHB | $315.655 | 0,21% | 10.900 | $81.363 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $314.604 | 0,21% | 262 | $73.353 | |||
| RPG | $306.799 | 0,20% | 4.805 | $82.213 | |||
| XOM Exxon Mobil Corporation Common Stock | $302.972 | 0,20% | 2.216 | $-72.995 | |||
| JPM JP Morgan Chase & Co. Common Stock | $288.705 | 0,19% | 882 | $29.256 | |||
| BRKB | $282.220 | 0,19% | 564 | $2.367 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $271.357 | 0,18% | 768 | $51.049 | |||
| SCHV | $264.312 | 0,18% | 7.593 | $32.726 | |||
| VUSB | $261.681 | 0,17% | 5.257 | $8.172 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $258.075 | 0,17% | 691 | ||||
| GLD | $253.445 | 0,17% | 688 | $-42.595 | |||
| PG Procter & Gamble Company (The) Common Stock | $243.356 | 0,16% | 1.660 | $-4.438 | Turun ×1 | ||
| ABT Abbott Laboratories Common Stock | $236.161 | 0,16% | 2.603 | $-29.817 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $236.147 | 0,16% | 201 | Naik ×1 | |||
| SCHA | $223.345 | 0,15% | 6.182 | Naik ×1 | |||
| SPY SPY | $209.842 | 0,14% | 281 | Naik ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $207.602 | 0,14% | 927 | ||||
| CHD Church & Dwight Company, Inc. Common Stock | $203.448 | 0,13% | 2.100 | ||||
| HD Home Depot, Inc. (The) Common Stock | $202.791 | 0,13% | 575 | ||||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VOO | $29.030.959 | 19,24% | naik ×6 |
| VEA | $25.035.860 | 16,59% | naik ×6 |
| BINC | $11.926.404 | 7,90% | naik ×6 |
| VB | $8.400.365 | 5,57% | naik ×4 |
| SCHD | $8.094.465 | 5,36% | naik ×4 |
| RSP | $8.068.698 | 5,35% | naik ×4 |
| VWO | $5.123.745 | 3,40% | naik ×3 |
| VCIT | $3.933.114 | 2,61% | naik ×6 |
| SCHC | $3.511.429 | 2,33% | naik ×3 |
| FNDA | $2.618.971 | 1,74% | naik ×3 |
| VCRB | $1.416.671 | 0,94% | naik ×3 |
| VT | $316.529 | 0,21% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Beli lebih banyak | +2K | +$4.7M |
| VEA | Beli lebih banyak | +10K | +$3.2M |
| VB | Beli lebih banyak | +1K | +$1.5M |
| RSP | Beli lebih banyak | +832 | +$950K |
| BINC | Beli lebih banyak | +13K | +$765K |
| SCHD | Beli lebih banyak | +13K | +$677K |
| VWO | Beli lebih banyak | +2K | +$580K |
| VTI | Dipangkas | -74 | +$533K |
| VXF | Dipangkas | -505 | +$437K |
| FNDA | Beli lebih banyak | +963 | +$419K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VTEB | 30 Juni 2025 | 16.150 | $801.363 | Tidak lagi dilacak |
| FMB | 30 Juni 2025 | 6.216 | $313.424 | |
| AGG | 31 Maret 2025 | 2.618 | $253.684 | Tidak lagi dilacak |
| ADP | 31 Maret 2026 | 927 | $238.452 | 37,3% |
| HD | 31 Des. 2025 | 580 | $230.272 | -2,5% |
| VCSH | 30 Sep. 2025 | 2.862 | $227.529 | |
| GE | 31 Maret 2026 | 716 | $220.406 | 22,8% |
| GOOGL | 31 Maret 2025 | 1.159 | $219.399 | 121,2% |
| VCSH | 30 Juni 2026 | 2.589 | $205.230 | |
| JNJ | 30 Juni 2025 | 1.234 | $204.647 | 74,9% |
| CHD | 30 Sep. 2025 | 2.109 | $202.696 | 11,2% |
| NFLX | 30 Sep. 2025 | 151 | $202.209 | -93,4% |