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Cherry Tree Wealth Management

Latest statistics and disclosures from Cherry Tree Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPIB, BND, SPSB, VTV, VEA, and represent 21.48% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VBIL, AVLV, DUHP, SPSB, VOO, BSV, VEA, VB, FLRN, DFGR.
Started 7 new stock positions in ETHA, VBIL, ANF, ETH, AFK, UI, HDV.
Reduced shares in these 10 stocks: DFAC, DFAT, PGX, BND, VRP, DFUV, MUB, DFCF, HD, GDX.
Sold out of its positions in OKLO, APP, BBAI, CEG, EQT, AIFF, INSP, TIP, IDEV, SDS. RXRX, RDDT, KRE, SCHW, TEM, WULF, ITM, VRT, VKTX, VST, Walgreen Boots Alliance, HYZD, NBIS.
Cherry Tree Wealth Management was a net buyer of stock by $7.0M.
Cherry Tree Wealth Management has $456M in assets under management (AUM), dropping by 5.87%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 590 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cherry Tree Wealth Management has 590 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cherry Tree Wealth Management Sept. 30, 2025 positions
Download the Cherry Tree Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio Intrmd (SPIB)	4.9	$23M		665k	33.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.4	$20M		269k	74.37	View chart
Spdr Series Trust Portfolio Short (SPSB)	4.3	$19M	+4%	641k	30.29	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$19M	+2%	99k	186.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.8	$17M	+2%	290k	59.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$16M		23k	669.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.8	$13M		92k	140.95	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	2.8	$13M	+3%	416k	30.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.7	$12M	-5%	317k	38.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.7	$12M		58k	208.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$12M	+3%	46k	254.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$11M	+2%	137k	79.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$10M		142k	71.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.2	$9.9M	+2%	230k	42.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.1	$9.5M	+5%	120k	78.91	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$8.5M	+3%	168k	50.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.8	$8.0M	+3%	180k	44.51	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$7.4M		88k	84.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.6	$7.1M	+17%	99k	72.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$6.6M		121k	54.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.4	$6.4M	-4%	143k	44.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$6.4M	+2%	87k	73.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$5.9M	+4%	118k	50.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$5.8M		31k	189.70	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.2	$5.6M		221k	25.52	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$5.5M	+5%	74k	75.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.2	$5.3M	-8%	91k	58.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.1	$5.2M	-2%	71k	73.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$4.7M		51k	91.42	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.0	$4.6M	+2%	196k	23.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$4.5M	+6%	14k	328.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.5M	+2%	193k	23.28	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$4.2M		172k	24.34	View chart
Titan Machinery (TITN)	0.9	$4.1M		242k	16.74	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$4.0M	+10%	145k	27.31	View chart
Microsoft Corporation (MSFT)	0.9	$3.9M		7.6k	517.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$3.9M	+30%	103k	37.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.4M	+33%	5.5k	612.38	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$3.4M		108k	31.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$3.4M	+9%	34k	99.53	View chart
Apple (AAPL)	0.7	$3.3M	-3%	13k	254.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.0M	-4%	116k	25.71	View chart
T. Rowe Price (TROW)	0.7	$3.0M		29k	102.64	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.6	$2.9M	NEW	38k	75.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.8M		49k	57.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.6M		26k	100.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.4M		17k	145.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.3M		3.4k	666.17	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.4	$1.9M	-14%	77k	24.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.8M	+11%	27k	68.46	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.8M	+2%	75k	23.47	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.7M		17k	100.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$1.7M	-2%	29k	60.03	View chart
Emerson Electric (EMR)	0.4	$1.7M		13k	131.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.7M		3.5k	479.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.6M		62k	26.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.6M	-4%	18k	87.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.6M		11k	142.55	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.5M		69k	22.15	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.5M		32k	46.12	View chart
NVIDIA Corporation (NVDA)	0.3	$1.4M	-6%	7.4k	186.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.3M		14k	95.14	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.3M	+13%	26k	50.73	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$1.2M		16k	78.34	View chart
Eli Lilly & Co. (LLY)	0.3	$1.2M		1.5k	763.00	View chart
3M Company (MMM)	0.3	$1.2M	-2%	7.5k	155.18	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$1.1M	-4%	45k	25.19	View chart
Medtronic SHS (MDT)	0.2	$1.1M		12k	95.24	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$1.1M		50k	21.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.0M		18k	57.52	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$979k	-31%	84k	11.60	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$973k		20k	49.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$932k	-3%	7.9k	118.44	View chart
JPMorgan Chase & Co. (JPM)	0.2	$920k	-7%	2.9k	315.43	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$898k		14k	65.92	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$889k	-4%	37k	24.30	View chart
American Express Company (AXP)	0.2	$879k		2.6k	332.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$761k	-3%	3.9k	194.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$696k		8.4k	82.58	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$695k	-28%	16k	42.76	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$653k		9.6k	67.83	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$631k		12k	54.18	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$623k	+37%	18k	35.69	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$614k	-20%	8.0k	76.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$600k	-17%	2.5k	243.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$567k	+5%	17k	33.37	View chart
Procter & Gamble Company (PG)	0.1	$567k		3.7k	153.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$552k		1.8k	307.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$551k		2.3k	241.96	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$547k		6.3k	87.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$535k		17k	31.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$533k		2.5k	215.79	View chart
Us Bancorp Del Com New (USB)	0.1	$525k	-4%	11k	48.33	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$488k		7.6k	63.83	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$487k	-5%	5.7k	84.83	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$482k	-4%	21k	23.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$482k		1.4k	332.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$480k		5.8k	82.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$477k	-3%	9.0k	53.03	View chart
Vanguard World Utilities Etf (VPU)	0.1	$472k	-20%	2.5k	189.41	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$463k		13k	36.55	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$458k		3.2k	142.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$456k		3.8k	118.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$454k		4.3k	106.78	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$425k		18k	24.33	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$424k	+34%	17k	25.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$415k		11k	36.35	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.1	$414k	+322%	4.4k	93.61	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$403k		1.1k	365.48	View chart
Lennox International (LII)	0.1	$395k		746.00	529.36	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$392k	-41%	3.7k	106.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$390k		2.8k	139.69	View chart
Gra (GGG)	0.1	$389k		4.6k	84.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$385k	-2%	1.6k	243.10	View chart
Johnson & Johnson (JNJ)	0.1	$372k	-2%	2.0k	185.42	View chart
Wal-Mart Stores (WMT)	0.1	$351k	-5%	3.4k	103.07	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$350k		10k	33.68	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$340k		4.7k	72.44	View chart
Hormel Foods Corporation (HRL)	0.1	$340k		14k	24.74	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$339k		3.8k	89.03	View chart
Pepsi (PEP)	0.1	$334k	-2%	2.4k	140.44	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$324k		2.3k	140.05	View chart
Wp Carey (WPC)	0.1	$318k		4.7k	67.57	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$316k		15k	20.88	View chart
Amazon (AMZN)	0.1	$316k	-3%	1.4k	219.57	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$303k	-14%	4.4k	69.37	View chart
Wells Fargo & Company (WFC)	0.1	$300k		3.6k	83.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$298k		11k	27.30	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$296k	-5%	6.2k	47.74	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$295k		3.4k	87.03	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$295k	-5%	7.6k	38.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$294k		1.1k	256.45	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$291k	-12%	13k	22.45	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$289k	-3%	2.0k	144.27	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$288k	-3%	7.1k	40.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$274k	-2%	456.00	600.63	View chart
UnitedHealth (UNH)	0.1	$273k		791.00	345.11	View chart
McDonald's Corporation (MCD)	0.1	$271k	-16%	891.00	303.79	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$266k	-26%	4.7k	57.04	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$266k	-7%	11k	25.31	View chart
DNP Select Income Fund (DNP)	0.1	$263k		26k	10.01	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$256k		15k	16.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$256k		1.5k	167.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$254k	-32%	8.0k	31.62	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$252k	+55%	11k	22.95	View chart
General Mills (GIS)	0.1	$250k		5.0k	50.42	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$235k	-7%	3.0k	78.37	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$234k	+76%	8.9k	26.23	View chart
Ameriprise Financial (AMP)	0.1	$233k	-3%	474.00	491.25	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$233k	-6%	2.3k	103.07	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$229k		7.3k	31.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$228k	+2%	2.6k	88.96	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$224k	-17%	14k	15.70	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$222k	-12%	2.8k	79.51	View chart
Phillips 66 (PSX)	0.0	$222k		1.6k	136.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$221k		4.9k	45.21	View chart
Kinder Morgan (KMI)	0.0	$216k		7.6k	28.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$213k		6.7k	31.63	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$212k	+67%	9.4k	22.52	View chart
Caterpillar (CAT)	0.0	$212k		445.00	477.15	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$209k		450.00	463.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$206k	+5%	4.7k	44.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$202k		4.1k	49.46	View chart
International Business Machines (IBM)	0.0	$198k	-10%	703.00	282.16	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$195k	-24%	3.8k	51.09	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$184k		1.0k	176.81	View chart
Exxon Mobil Corporation (XOM)	0.0	$179k		1.6k	112.78	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$178k		7.6k	23.39	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$176k		1.9k	91.22	View chart
Illinois Tool Works (ITW)	0.0	$176k		674.00	260.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$174k		888.00	195.86	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$173k		429.00	402.42	View chart
Zoetis Cl A (ZTS)	0.0	$168k		1.2k	146.32	View chart
Netflix (NFLX)	0.0	$168k		140.00	1198.92	View chart
Home Depot (HD)	0.0	$167k	-54%	413.00	405.19	View chart
At&t (T)	0.0	$167k		5.9k	28.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$166k	-2%	1.8k	93.37	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$163k		1.1k	142.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$161k		215.00	746.63	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$159k		9.2k	17.27	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$155k	-2%	5.1k	30.39	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$154k		3.0k	51.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$154k		2.4k	65.26	View chart
Sandstorm Gold Com New (SAND)	0.0	$150k	-44%	12k	12.52	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$150k	-19%	8.6k	17.42	View chart
Xcel Energy (XEL)	0.0	$148k	-28%	1.8k	80.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$147k	+13%	499.00	293.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$144k		2.7k	53.40	View chart
Pfizer (PFE)	0.0	$143k		5.6k	25.48	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$141k		5.9k	23.86	View chart
Solventum Corp Com Shs (SOLV)	0.0	$139k		1.9k	73.00	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$138k	+4%	6.3k	21.96	View chart
Visa Com Cl A (V)	0.0	$135k	-11%	396.00	340.95	View chart
Automatic Data Processing (ADP)	0.0	$135k		459.00	293.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$134k		378.00	355.47	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$133k	+3%	3.2k	41.80	View chart
Costco Wholesale Corporation (COST)	0.0	$131k		142.00	922.37	View chart
Meta Platforms Cl A (META)	0.0	$130k		177.00	732.31	View chart
Vanguard World Financials Etf (VFH)	0.0	$124k	-14%	948.00	131.24	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$123k		1.5k	80.65	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$122k		3.6k	33.53	View chart
Target Corporation (TGT)	0.0	$122k		1.4k	89.68	View chart
Realty Income (O)	0.0	$120k		2.0k	60.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$120k		255.00	468.84	View chart
Amgen (AMGN)	0.0	$119k	-3%	420.00	282.20	View chart
Altria (MO)	0.0	$119k		1.8k	66.06	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$118k		764.00	154.23	View chart
Oracle Corporation (ORCL)	0.0	$116k		413.00	281.24	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$114k		415.00	273.65	View chart
Sempra Energy (SRE)	0.0	$113k		1.3k	89.98	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$111k		1.4k	81.19	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$109k		2.6k	41.14	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$109k		4.6k	23.85	View chart
Cisco Systems (CSCO)	0.0	$101k		1.5k	68.42	View chart
Becton, Dickinson and (BDX)	0.0	$101k		540.00	187.17	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$99k		5.0k	19.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$98k	-13%	711.00	137.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$96k		472.00	203.59	View chart
Chevron Corporation (CVX)	0.0	$95k		612.00	155.29	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$95k		951.00	99.45	View chart
Union Pacific Corporation (UNP)	0.0	$94k		398.00	236.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$93k	-21%	668.00	139.17	View chart
Otis Worldwide Corp (OTIS)	0.0	$92k		1.0k	91.43	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$92k	-9%	4.1k	22.38	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$92k		3.5k	26.47	View chart
Chesapeake Energy Corp (EXE)	0.0	$90k		848.00	106.24	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.0	$89k		1.1k	79.98	View chart
Farmland Partners (FPI)	0.0	$87k	-20%	8.0k	10.88	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$85k	-6%	1.7k	48.84	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$81k		3.9k	20.57	View chart
Nike CL B (NKE)	0.0	$80k		1.1k	69.70	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$78k		3.5k	22.50	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$76k		1.1k	67.44	View chart
Coca-Cola Company (KO)	0.0	$76k	-26%	1.1k	66.32	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$76k		1.8k	42.37	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$75k	-16%	1.8k	42.56	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$73k		988.00	73.41	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$72k		1.0k	72.11	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$70k		733.00	95.68	View chart
First Tr Exchange Traded Dorsey Wright (DALI)	0.0	$70k		2.5k	28.17	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$67k		69.00	968.10	View chart
Sap Se Spon Adr (SAP)	0.0	$64k		241.00	267.21	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$61k		2.6k	23.22	View chart
Duke Energy Corp Com New (DUK)	0.0	$61k		491.00	123.80	View chart
Parker-Hannifin Corporation (PH)	0.0	$61k		80.00	758.15	View chart
Wec Energy Group (WEC)	0.0	$60k		521.00	114.59	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$60k		137.00	435.47	View chart
Merck & Co (MRK)	0.0	$59k	-25%	697.00	83.93	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$58k	NEW	1.5k	39.18	View chart
Honeywell International (HON)	0.0	$57k		269.00	210.11	View chart

Past Filings by Cherry Tree Wealth Management

SEC 13F filings are viewable for Cherry Tree Wealth Management going back to 2023

Cherry Tree Wealth Management 2025 Q3 filed Nov. 24, 2025
Cherry Tree Wealth Management 2025 Q2 filed Aug. 5, 2025
Cherry Tree Wealth Management 2025 Q1 filed April 21, 2025
Cherry Tree Wealth Management 2024 Q4 filed Feb. 4, 2025
Cherry Tree Wealth Management 2024 Q3 filed Nov. 12, 2024
Cherry Tree Wealth Management 2024 Q2 filed Aug. 6, 2024
Cherry Tree Wealth Management 2024 Q1 filed May 1, 2024
Cherry Tree Wealth Management 2023 Q4 filed Feb. 6, 2024
Cherry Tree Wealth Management 2023 Q3 filed Nov. 14, 2023
Cherry Tree Wealth Management 2023 Q2 filed Aug. 9, 2023

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