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Jeffrey Rovnak

Signal Tree Financial Partners Llc

Assets Managed
$132.479M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
1.02%(2Q avg: 2.47%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Signal Tree Financial Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Signal Tree Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 132.479M in assets, with a quarterly growth rate of 1.02% and a 2-quarter average growth rate of 2.47%. The portfolio is managed by Jeffrey Rovnak, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.12%
18.38%
$24.338M
40,730 shares@ $597.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.99%
16.5%
$21.849M
340,970 shares@ $64.09 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 4.59%
8.43%
$11.161M
214,932 shares@ $51.94 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 39.07%
5.6%
$7.418M
241,773 shares@ $30.68 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 7.08%
5.38%
$7.118M
37,090 shares@ $191.92 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 9.27%
5.19%
$6.869M
26,226 shares@ $261.93 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.07%
3.43%
$4.543M
84,058 shares@ $54.06 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.82%
3.21%
$4.24M
54,073 shares@ $78.41 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 3.56%
2.78%
$3.681M
44,481 shares@ $82.76 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.06%
2.76%
$3.65M
11,379 shares@ $320.81 avg price

1-10 of 47