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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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:

20.59%

Gain -0.58%

Monthly

1.1%

Yearly

14.07%

Drawdown

13.26%

$145.36M

Equity

Holdings

$145.36M

Investment

$119.32M

$26.95M

Profit -$916,889.55

Realized

$918,686.96

Unrealized

$26.04M

Dividends

$3.52M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.58%

Profit

-$916,889.55

Win %

76%

This Week

Compared To Last Week

Gain

-0.31%

Profit

-$448,118.86

Win %

76%

This Month

Compared to last month

Gain

-0.31%

Profit

-$448,118.86

Win %

76%

This Year

Compared to last year

Gain

5.7%

Profit

$8.07M

Win %

75%

Gainers
Losers

XOM Exxon Mobil Corporation

+2.11%

+$6,980.42

LLY Eli Lilly and Company

+1.76%

+$4,904.64

BRK-B Berkshire Hathaway Inc.

+0.89%

+$2,458.64

ABBV AbbVie Inc.

+0.78%

+$3,512.03

RPG Invesco S&P 500 Pure Growth ETF

+0.16%

+$480.5

ABT Abbott Laboratories

+0.06%

+$142.5

SCHV Schwab U.S. Large-Cap Value ETF

+0.04%

+$113.89

SUB iShares Short-Term National Muni Bond ETF

+0.03%

+$1,170.37

JPM JPMorgan Chase & Co.

VTEI

MSFT Microsoft Corp.

-3.11%

-$14,982.24

AMZN Amazon.com Inc

-2.53%

-$26,032.5

AAPL Apple Inc.

-1.58%

-$26,971.73

VWO Vanguard FTSE Emerging Markets ETF

-1.41%

-$72,289.88

IWM iShares Russell 2000 ETF

-1.37%

-$25,720.11

VONG Vanguard Russell 1000 Growth Fund

-1.32%

-$16,444.74

SCHC Schwab International Small-Cap Equity ETF

-1.26%

-$45,551.09

FNDA Schwab Fundamental U.S. Small Company ETF

-1.04%

-$25,782.62

IXUS iShares Core International Stock ETF

-1.01%

-$30,509.82

VXF Vanguard Extended Market ETF

-1.01%

-$33,613.8

GLD SPDR Gold Shares

-0.99%

-$2,813.92

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.93%

-$228,449.9

VT Vanguard Total World Stock ETF

-0.86%

-$2,744.52

SPGM SPDR Portfolio MSCI Global Stock Market ETF

-0.85%

-$2,888.22

GOOGL Alphabet Inc

-0.79%

-$3,268.98

GOOG Alphabet Inc

-0.76%

-$2,081.28

SCHX Schwab U.S. Large-Cap ETF

-0.75%

-$3,599.78

SCHB Schwab U.S. Broad Market ETF

-0.75%

-$2,053.48

VTI VANGUARD TOTAL STOCK MKT ETF

-0.74%

-$31,747.41

VOO Vanguard S&P 500 ETF

-0.71%

-$201,206.2

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.68%

-$5,908.46

VB Vanguard Small-Cap ETF

-0.65%

-$50,091.66

EQWL Invesco S&P 100 Equal Weight ETF

-0.5%

-$1,734.4

VO Vanguard Mid-Cap ETF

-0.48%

-$3,783.28

RSP Invesco S&P 500 Equal Weight ETF

-0.4%

-$30,784.7

PG Procter & Gamble Co

-0.26%

-$634.92

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.22%

-$8,006.58

VCRB Vanguard Core Bond ETF

-0.18%

-$2,333.66

FNDX Schwab Fundamental U.S. Large Company Index ETF

-0.18%

-$5,400.28

BINC iShares Flexible Income Active ETF

-0.12%

-$12,895.92

BSV Vanguard Short-Term Bond ETF

-0.09%

-$3,785.11

MUB iShares National Muni Bond ETF

-0.09%

-$2,167.43

VCSH Vanguard Short-Term Corporate Bond ETF

-0.08%

-$155.34

SCHD Schwab U.S. Dividend Equity ETF

-0.06%

-$4,835.46

MDY SPDR S&P MidCap 400 ETF Trust

-0.06%

-$884.37

VUSB Vanguard Ultra-Short Bond ETF

-0.02%

-$50.92

VTV Vanguard Value ETF

-0.01%

-$109.99

Events

Dividends

Dividend Analysis

No Data

Trades 226	Longs Won 170/226 75%	Profit Factor 66.21
Profitability	Shorts Won 0/0 0%	Standard Deviation $513,955.33
Average Win $160,989.15	Best Trade (Jun 02) $5.81M	Sharpe Ratio -10.52
Average Loss -$7,380.94	Worst Trade (May 16) -$74,164.58	Z-Score 7.03 (100%)
Commissions $0	Avg. Trade Length 9m 3w 3d	Expectancy $119,269.13

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	19,608	17,647	15,686	13,725	11,765	9,804	7,843	5,882	3,922	1,961