Portfolio (Quarterly)
Guide ↗
SIGNAL TREE FINANCIAL PARTNERS LLC
· CIK 0002069337| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | — | 9,334.0 | $234K | 0.18% | NEW | — | $25.10 | +13.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
28.4%
Technology
26.8%
Healthcare
14.5%
Consumer Cyclical
12.6%
Communication Services
8.3%
Energy
5.7%
Consumer Defensive
3.7%