STF

Signal Tree Financial Partners LLC Portfolio

Invests via Signal Tree Financial Partners LLC | Managed by Jeffrey (Jeff) Rovnak, Elizabeth Scheiderer, Dave Massare, Michael Huber

Invests via Signal Tree Financial Partners LLC

Managed by Jeffrey (Jeff) Rovnak, Elizabeth Scheiderer, Dave Massare, Michael Huber

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Tracking: 0 Updated: Jul 17 at 04:15 PM

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Company Profile

Boutique wealth and advisory firm focused on integrated financial planning and investment management for high-net-worth individuals and families, Signal Tree Financial Partners LLC offers fiduciary advice and tailored portfolio solutions. The firm emphasizes goal-based planning, retirement and tax-aware strategies, and access to model portfolios and third-party managers. Typically positioned to serve regional private clients and independent advisors, it competes on personalized service, discretionary wealth management and comprehensive financial planning capabilities.

Investment Philosophy & Strategy

Focuses on fiduciary, goal-based wealth management combining tax-aware planning with diversified, risk-managed portfolios tailored to high-net-worth families. Preference for multi-manager model portfolios and customizable allocations that blend active and passive strategies to control costs while pursuing after-tax wealth preservation and income generation. Capital deployment favors quality income, taxable-efficient equity strategies and alternative sleeve access when they improve diversification. Emphasizes disciplined rebalancing, cash-flow planning, and client-centric decision frameworks.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

0.94%

Gain

Monthly

0.05%

Yearly

0.61%

Drawdown

23.35%

$144.85M

Equity

Holdings

$144.85M

Investment

$119.25M

$26.4M

Profit -$489,261.57

Realized

$805,146.39

Unrealized

$25.6M

Dividends

$4.12M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$489,261.57

Win %

76%

This Week

Compared To Last Week

Gain

-0.49%

Profit

-$718,095.64

Win %

76%

This Month

Compared to last month

Gain

-0.36%

Profit

-$515,347.98

Win %

76%

This Year

Compared to last year

Gain

9.34%

Profit

$12.37M

Win %

75%

Gainers
Losers

XOM Exxon Mobil Corporation

+1.63%

+$5,274.08

ABT Abbott Laboratories

+1.49%

+$3,808.77

ABBV AbbVie Inc.

+1.34%

+$7,150.2

GLD SPDR Gold Shares

+1.03%

+$2,586.88

LLY Eli Lilly and Company

+0.74%

+$2,253.21

JPM JPMorgan Chase & Co.

+0.5%

+$1,503.82

BRK-B Berkshire Hathaway Inc.

+0.25%

+$712.48

VTV Vanguard Value ETF

+0.23%

+$5,609.49

RPG Invesco S&P 500 Pure Growth ETF

+0.21%

+$576.6

SCHV Schwab U.S. Large-Cap Value ETF

+0.15%

+$379.65

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.08%

+$2,891.26

VCRB Vanguard Core Bond ETF

+0.07%

+$833.45

VUSB Vanguard Ultra-Short Bond ETF

+0.05%

+$127.3

VCSH Vanguard Short-Term Corporate Bond ETF

+0.04%

+$90.61

BSV Vanguard Short-Term Bond ETF

+0.03%

+$1,351.83

SUB iShares Short-Term National Muni Bond ETF

MSFT Microsoft Corp.

-2.29%

-$10,024.56

GOOG Alphabet Inc

-2.27%

-$6,159.35

GOOGL Alphabet Inc

-2.27%

-$9,178.3

VWO Vanguard FTSE Emerging Markets ETF

-1.6%

-$79,014.52

AAPL Apple Inc.

-0.88%

-$15,896.01

VONG Vanguard Russell 1000 Growth Fund

-0.87%

-$10,301.59

AMZN Amazon.com Inc

-0.75%

-$7,529.4

SCHC Schwab International Small-Cap Equity ETF

-0.64%

-$22,237.54

SCHX Schwab U.S. Large-Cap ETF

-0.62%

-$2,959.82

FNDA Schwab Fundamental U.S. Small Company ETF

-0.61%

-$15,605.27

SCHB Schwab U.S. Broad Market ETF

-0.6%

-$1,633.45

VOO Vanguard S&P 500 ETF

-0.6%

-$168,214.9

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.59%

-$5,036.72

SPGM SPDR Portfolio MSCI Global Stock Market ETF

-0.56%

-$1,873.44

VT Vanguard Total World Stock ETF

-0.55%

-$1,706.58

VTI VANGUARD TOTAL STOCK MKT ETF

-0.55%

-$23,042.7

IXUS iShares Core International Stock ETF

-0.48%

-$13,868.1

EQWL Invesco S&P 100 Equal Weight ETF

-0.39%

-$1,382.1

RSP Invesco S&P 500 Equal Weight ETF

-0.38%

-$30,042.9

VB Vanguard Small-Cap ETF

-0.34%

-$26,619.39

IWM iShares Russell 2000 ETF

-0.33%

-$6,293.62

VXF Vanguard Extended Market ETF

-0.3%

-$10,139.84

MDY SPDR S&P MidCap 400 ETF Trust

-0.29%

-$4,335.61

FNDX Schwab Fundamental U.S. Large Company Index ETF

-0.21%

-$6,382.15

PG Procter & Gamble Co

-0.19%

-$497.64

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.12%

-$28,982.45

SCHD Schwab U.S. Dividend Equity ETF

-0.1%

-$8,099.4

VTEI Vanguard International Tax-Exempt Bond Fund

-0.07%

-$597.28

MUB iShares National Muni Bond ETF

-0.06%

-$1,482.97

BINC iShares Flexible Income Active ETF

-0.05%

-$5,373.3

VO Vanguard Mid-Cap ETF

-0.04%

-$348.46

Events

Dividends

Dividend Analysis

No Data

Trades 226	Longs Won 171/226 75%	Profit Factor 68.21
Profitability	Shorts Won 0/0 0%	Standard Deviation $485,633.96
Average Win $156,702.62	Best Trade (Jul 10) $5.43M	Sharpe Ratio -13.81
Average Loss -$7,142.61	Worst Trade (Jul 14) -$60,199.09	Z-Score 8.03 (100%)
Commissions $0	Avg. Trade Length 10m 3w 2d	Expectancy $116,828.78

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	20,408	18,367	16,327	14,286	12,245	10,204	8,163	6,122	4,082	2,041