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
Automatically Tracked
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.
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.
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:
30.8%
Gain +0.38%
Monthly
1.26%
Yearly
16.19%
Drawdown
14.65%
$150.6M
Equity
Holdings
$150.6M
Investment
$124.82M
$26.57M
Profit +$438,443.51
Realized
$798,614.61
Unrealized
$25.77M
Dividends
$4.68M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$438,443.51
Win %
66%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$728,501.06
Win %
66%
This Month
Compared to last month
Gain
0.63%
Profit
$939,393.64
Win %
66%
This Year
Compared to last year
Gain
-0.19%
Profit
-$284,666.84
Win %
67%
LLY Eli Lilly and Company
+5.1%
+$16,157.54 
HD The Home Depot, Inc.
+3.1%
+$5,267.01 
ADP Automatic Data Processing Inc.
+2.59%
+$6,739.28 
ABBV AbbVie Inc.
+2.33%
+$13,829.85 
ABT Abbott Laboratories
+2.15%
+$5,726.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$118,698.23 
GLD SPDR Gold Shares
+1.06%
+$2,745.12 
MSFT Microsoft Corp.
+1.03%
+$6,780.83 
PG Procter & Gamble Co
+0.89%
+$2,315.7 
RSP Invesco S&P 500 Equal Weight ETF
+0.87%
+$69,966.09 
MUB iShares National Muni Bond ETF
+0.84%
+$19,506.83 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.75%
+$18,235.18 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.74%
+$6,570.11 
SCHA Schwab U.S. Small-Cap ETF
+0.73%
+$1,452.77 
EQWL Invesco S&P 100 Equal Weight ETF
+0.7%
+$2,493.2 
CHD Church & Dwight Co., Inc.
+0.69%
+$1,480.5 
VB Vanguard Small-Cap ETF
+0.68%
+$53,624.65 
VTV Vanguard Value ETF
+0.67%
+$16,176.93 
IWM iShares Russell 2000 ETF
+0.66%
+$11,361.13 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.59%
+$18,655.53 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.53%
+$19,749.02 
VCRB Vanguard Core Bond ETF
+0.53%
+$7,153.77 
SCHV Schwab U.S. Large-Cap Value ETF
+0.52%
+$1,328.78 
GE General Electric Company
+0.4%
+$849.93 
VXF Vanguard Extended Market ETF
+0.39%
+$11,979.58 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$1,119.54 
MDY SPDR S&P MidCap 400 ETF Trust
+0.38%
+$5,344.4 
VO Vanguard Mid-Cap ETF
+0.36%
+$3,078.57 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$9,452.02 
GOOGL Alphabet Inc
+0.2%
+$853.29 
BSV Vanguard Short-Term Bond ETF
+0.19%
+$8,246.58 
GOOG Alphabet Inc
+0.14%
+$376.33 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.11%
+$365.65 
BINC iShares Flexible Income Active ETF
+0.11%
+$12,532.52 
SCHB Schwab U.S. Broad Market ETF
+0.1%
+$327 
AAPL Apple Inc.
+0.09%
+$1,651.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.08%
+$3,278.45 
SCHX Schwab U.S. Large-Cap ETF
+0.05%
+$239.99 
VOO Vanguard S&P 500 ETF
+0.03%
+$9,299.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.02%
+$5,270.7 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$52.57 
VT Vanguard Total World Stock ETF
+0.02%
+$60.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.01%
+$46.81 
SPY SPDR S&P 500 ETF Trust
0%
+$4.21 
GEV GE Vernova Inc.
-2.83%
-$5,356.65 
RPG Invesco S&P 500 Pure Growth ETF
-1.08%
-$2,907.03 
XOM Exxon Mobil Corporation
-1.07%
-$4,210.4 
VONG Vanguard Russell 1000 Growth Fund
-0.53%
-$6,252.6 
JPM JPMorgan Chase & Co.
-0.49%
-$1,464.12 
SCHC Schwab International Small-Cap Equity ETF
-0.37%
-$13,134.96 
VWO Vanguard FTSE Emerging Markets ETF
-0.36%
-$18,455.38 
AMZN Amazon.com Inc
-0.29%
-$2,829.03 
IXUS iShares Core International Stock ETF
-0.12%
-$3,382.83 Events
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Dividends
Dividend Analysis
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| Trades 266 | Longs Won 187/266 70% | Profit Factor 22.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $469,440.42 |
| Average Win $148,750.68 | Best Trade (Oct 14) $5.15M | Sharpe Ratio -11.69 |
| Average Loss -$15,731.68 | Worst Trade (Oct 14) -$103,316.98 | Z-Score 3.89 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $99,900.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,416 | $1.35M | $1.86M | - | $505,807.08 | 37.38% | +0.089% |
| ABBV AbbVie Inc. | 2,105 | $374,128.55 | $606,913.6 | - | $232,785.05 | 62.22% | +2.332% |
| ABT Abbott Laboratories | 2,603 | $294,115.07 | $272,117.62 | - | -$21,997.45 | -7.48% | +2.15% |
| ADP Automatic Data Processing Inc. | 927 | $207,602 | $266,595.93 | - | $58,993.93 | 28.42% | +2.593% |
| AMZN Amazon.com Inc | 3,823 | $838,727.71 | $968,518.82 | - | $129,791.11 | 15.47% | -0.291% |
| BINC iShares Flexible Income Active ETF | 227,864 | $11.95M | $11.55M | - | -$398,390.11 | -3.33% | +0.109% |
| BRK-B Berkshire Hathaway Inc. | 564 | $257,859.4 | $297,980.94 | - | $40,121.54 | 15.56% | +0.377% |
| BSV Vanguard Short-Term Bond ETF | 56,873 | $4.42M | $4.35M | - | -$62,510.31 | -1.42% | +0.19% |
| CHD Church & Dwight Co., Inc. | 2,100 | $203,448 | $217,003.5 | - | $13,555.5 | 6.66% | +0.687% |
| EQWL Invesco S&P 100 Equal Weight ETF | 2,710 | $277,179 | $356,608.9 | - | $79,429.9 | 28.66% | +0.704% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 68,812 | $1.97M | $2.44M | - | $467,485.64 | 23.73% | +0.754% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 98,187 | $2.41M | $3.2M | - | $785,495.98 | 32.6% | +0.587% |
| GE General Electric Company | 691 | $258,075 | $213,000.75 | - | -$45,074.25 | -17.47% | +0.401% |
| GEV GE Vernova Inc. | 201 | $236,147 | $183,941.13 | - | -$52,205.87 | -22.11% | -2.83% |
| GLD SPDR Gold Shares | 688 | $249,478.73 | $261,426.24 | - | $11,947.51 | 4.79% | +1.061% |
| GOOG Alphabet Inc | 768 | $146,258.1 | $264,299.52 | - | $118,041.42 | 80.71% | +0.143% |
| GOOGL Alphabet Inc | 1,219 | $228,591.12 | $424,626.46 | - | $196,035.34 | 85.76% | +0.201% |
| HD The Home Depot, Inc. | 575 | $202,791 | $175,185.26 | - | -$27,605.74 | -13.61% | +3.1% |
| IWM iShares Russell 2000 ETF | 6,347 | $1.37M | $1.73M | - | $364,127.77 | 26.59% | +0.66% |
| IXUS iShares Core International Stock ETF | 30,753 | $2.03M | $2.87M | - | $839,885.55 | 41.29% | -0.118% |
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FAQ
Which stocks have generated the highest profits for Signal Tree Financial Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $843,511.08, iShares Flexible Income Active ETF - $819,905.59, Vanguard S&P 500 ETF - $484,082.67, Vanguard Extended Market ETF - $405,838.52, and Vanguard Intermediate-Term Corporate Bond Fund - $280,376.49. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alphabet Inc - $38,699.71, Automatic Data Processing Inc - $25,326.14, Netflix, Inc - $21,175.1, Church & Dwight Co., Inc - $15,624.77, and Johnson & Johnson - $14,549.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Signal Tree Financial Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.68M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $843,511.08, iShares Flexible Income Active ETF - $819,905.59, Vanguard S&P 500 ETF - $484,082.67, Schwab U.S. Dividend Equity ETF - $299,528.81, and Vanguard Intermediate-Term Corporate Bond Fund - $280,376.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Signal Tree Financial Partners LLC's monthly returns?
Signal Tree Financial Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Signal Tree Financial Partners LLC's strategy be considered aggressive or moderate?
Signal Tree Financial Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Signal Tree Financial Partners LLC's strategy?
Signal Tree Financial Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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