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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 22.43% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DUHP, DFGR, RSP, IBDS, IBDT, IBDU, AVLV, VEA, SPSB, IBDW.
Started 24 new stock positions in IBDZ, VST, Te Connectivity, BWX, MPW, MU, DIHP, TDIV, NRG, Sirius XM Holdings. SPBO, BBUS, IEI, Amentum Holdings, DUHP, HBAN, IBDY, DDWM, PSTG, ANET, DFEV, IBHJ, VDE, IDEV.
Reduced shares in these 10 stocks: SPLV, VTIP, AVUV, VYM, FNDC, VBR, BSV, VTV, SPIB, FLRN.
Sold out of its positions in EPR, CWB, SIRI, WBD, WHR, ZBH, TEL.
Cherry Tree Wealth Management was a net buyer of stock by $1.0M.
Cherry Tree Wealth Management has $422M in assets under management (AUM), dropping by 5.95%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 613 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Cherry Tree Wealth Management has 613 total positions. Only the first 250 positions are shown.

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Download the Cherry Tree Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	5.5	$23M		687k	33.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.0	$21M		281k	75.11	View chart
Spdr Ser Tr Portfolio Short (SPSB)	4.4	$19M		619k	30.28	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$17M		100k	174.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$14M	+2%	270k	52.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$13M		23k	576.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$12M	-3%	96k	128.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$12M		344k	34.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.7	$12M	-3%	58k	200.78	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.7	$11M	-2%	363k	30.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$11M		137k	79.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$9.9M		42k	237.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$9.3M		148k	63.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$9.1M	-3%	116k	78.69	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.0	$8.3M	+2%	222k	37.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$8.1M	-5%	164k	49.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.6	$6.7M	-5%	176k	38.15	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$6.7M		91k	73.42	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$6.3M		150k	41.69	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.4	$6.1M		492k	12.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$6.0M		126k	47.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.4	$6.0M	-17%	83k	71.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$5.8M		103k	55.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$5.4M		84k	64.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.2	$5.1M	+7%	78k	65.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$4.9M		51k	97.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$4.8M	+16%	27k	179.16	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$4.5M	+13%	178k	25.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$4.4M	+3%	68k	64.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.9M		76k	51.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.9M		14k	283.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$3.8M	+4%	92k	41.12	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$3.7M	+18%	152k	24.37	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$3.5M	+38%	121k	28.86	View chart
Microsoft Corporation (MSFT)	0.8	$3.4M	-5%	7.9k	430.30	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.8	$3.4M	+14%	144k	23.51	View chart
Titan Machinery (TITN)	0.8	$3.3M		238k	13.93	View chart
Apple (AAPL)	0.8	$3.3M		14k	233.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.8M		28k	101.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$2.8M		42k	66.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$2.7M	-13%	29k	95.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$2.6M	+2%	97k	27.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.5M	-6%	41k	60.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.1M		17k	125.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.1M		3.9k	527.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.0M	-2%	3.4k	573.70	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.5	$1.9M		77k	25.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.9M		33k	59.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.8M	+3%	38k	47.52	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.7M		18k	93.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.6M	+2%	25k	64.86	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.4	$1.5M	-4%	65k	24.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.5M	-3%	20k	78.05	View chart
Emerson Electric (EMR)	0.4	$1.5M		14k	109.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.5M	-4%	12k	125.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.4M	-4%	21k	67.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.4M	-4%	3.7k	383.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.4M	-2%	15k	91.31	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4M		1.5k	885.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$1.4M	NEW	40k	34.07	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.2M	+2%	32k	38.08	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$1.2M	+3%	47k	25.10	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.2M		17k	67.51	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.2M	+22%	52k	22.17	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$1.1M	-5%	23k	49.12	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M	-5%	9.4k	121.45	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$1.1M	+19%	47k	24.30	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.1M	-11%	9.9k	108.63	View chart
3M Company (MMM)	0.2	$1.1M	-8%	7.7k	136.70	View chart
Medtronic SHS (MDT)	0.2	$1.0M	-9%	12k	90.03	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$948k		9.3k	101.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$936k	-6%	28k	33.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$933k	+10%	18k	50.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$915k		21k	43.19	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$851k	-12%	15k	57.41	View chart
DNP Select Income Fund (DNP)	0.2	$797k		79k	10.04	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$774k	+45%	37k	21.22	View chart
American Express Company (AXP)	0.2	$715k	-3%	2.6k	271.16	View chart
Us Bancorp Del Com New (USB)	0.2	$670k		15k	45.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$668k		3.2k	210.86	View chart
Procter & Gamble Company (PG)	0.2	$649k		3.7k	173.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$637k		3.6k	179.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$611k		8.4k	72.63	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$574k		11k	52.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$573k	-9%	2.6k	220.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$568k		9.9k	57.53	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$561k	+2%	24k	23.42	View chart
Vanguard World Utilities Etf (VPU)	0.1	$547k	-2%	3.1k	174.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$537k		14k	39.82	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$536k		6.6k	80.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$534k	+6%	2.7k	198.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$534k		4.6k	116.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$507k		9.6k	52.66	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$504k		6.6k	76.70	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$498k		9.8k	51.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$489k	+2%	4.6k	106.19	View chart
Hormel Foods Corporation (HRL)	0.1	$483k		15k	31.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$481k		5.8k	83.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$479k	+5%	2.9k	167.20	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$479k	-6%	7.6k	62.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$478k		1.8k	263.29	View chart
UnitedHealth (UNH)	0.1	$476k		815.00	584.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$474k		17k	27.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$469k		16k	29.18	View chart
Lennox International (LII)	0.1	$441k		729.00	604.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$427k		5.1k	84.53	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$425k	+4%	19k	22.70	View chart
Pepsi (PEP)	0.1	$422k		2.5k	170.05	View chart
Kinder Morgan (KMI)	0.1	$401k		18k	22.09	View chart
Gra (GGG)	0.1	$401k		4.6k	87.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$401k		1.4k	276.76	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$394k		13k	30.23	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$388k		16k	24.05	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$388k		6.7k	58.11	View chart
Home Depot (HD)	0.1	$380k		938.00	405.20	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$375k	-2%	13k	29.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$374k		3.2k	117.30	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$365k		11k	34.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$364k		2.8k	132.27	View chart
General Mills (GIS)	0.1	$360k		4.9k	73.84	View chart
Johnson & Johnson (JNJ)	0.1	$357k		2.2k	162.03	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$355k	-5%	34k	10.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$347k		1.1k	314.39	View chart
Amazon (AMZN)	0.1	$345k		1.9k	186.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$343k		4.1k	83.63	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$343k	-11%	7.3k	46.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$338k		2.4k	142.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$335k	+3%	6.1k	54.93	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$330k	+5%	13k	25.16	View chart
Wal-Mart Stores (WMT)	0.1	$327k		4.0k	80.76	View chart
McDonald's Corporation (MCD)	0.1	$326k		1.1k	304.42	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$325k	-3%	4.7k	69.05	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$323k	-5%	8.6k	37.67	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$317k		15k	20.97	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$315k	-4%	5.1k	61.51	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$305k	+7%	7.4k	41.40	View chart
Farmland Partners (FPI)	0.1	$303k		29k	10.45	View chart
At&t (T)	0.1	$294k	-8%	13k	22.00	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$293k	-7%	14k	20.78	View chart
Wp Carey (WPC)	0.1	$293k		4.7k	62.30	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$292k		9.2k	31.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$292k		4.7k	62.20	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$273k	-3%	2.1k	130.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$268k		550.00	487.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$268k		1.6k	165.85	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$267k		3.4k	78.56	View chart
Pfizer (PFE)	0.1	$262k		9.1k	28.94	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$256k		15k	16.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$245k		2.0k	121.15	View chart
Ameriprise Financial (AMP)	0.1	$245k		521.00	469.81	View chart
Zoetis Cl A (ZTS)	0.1	$244k		1.2k	195.38	View chart
Target Corporation (TGT)	0.1	$244k		1.6k	155.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$233k		3.3k	70.67	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$227k	-10%	13k	17.29	View chart
Phillips 66 (PSX)	0.1	$223k		1.7k	131.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$220k		1.1k	202.76	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$219k	-20%	3.7k	59.57	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$218k		2.6k	83.00	View chart
Sandstorm Gold Com New (SAND)	0.1	$216k		36k	6.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$209k		4.1k	50.28	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$199k		4.9k	40.63	View chart
Wells Fargo & Company (WFC)	0.0	$195k		3.5k	56.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$192k		1.8k	106.76	View chart
International Business Machines (IBM)	0.0	$189k		854.00	221.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$186k	+19%	2.2k	83.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$182k		1.2k	151.62	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$181k	-10%	6.7k	26.83	View chart
Illinois Tool Works (ITW)	0.0	$177k		674.00	262.07	View chart
Xcel Energy (XEL)	0.0	$175k		2.7k	65.31	View chart
Caterpillar (CAT)	0.0	$174k		445.00	391.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$174k	-7%	1.0k	166.82	View chart
Southwestern Energy Company	0.0	$172k		24k	7.11	View chart
Exxon Mobil Corporation (XOM)	0.0	$160k		1.4k	117.26	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$157k		715.00	220.05	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$155k	+54%	6.0k	25.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$155k		1.1k	135.07	View chart
Amgen (AMGN)	0.0	$153k		475.00	322.21	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$152k		1.9k	78.45	View chart
Merck & Co (MRK)	0.0	$147k		1.3k	113.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$147k		2.4k	62.32	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$147k		1.4k	108.79	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$146k		3.0k	48.83	View chart
Costco Wholesale Corporation (COST)	0.0	$145k		164.00	883.82	View chart
Altria (MO)	0.0	$141k		2.8k	51.04	View chart
Solventum Corp Com Shs (SOLV)	0.0	$141k		2.0k	69.72	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$141k	+27%	6.0k	23.41	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$138k		429.00	321.95	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$136k	+234%	5.7k	23.80	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$135k	NEW	9.2k	14.70	View chart
Coca-Cola Company (KO)	0.0	$134k		1.9k	71.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$132k		855.00	154.02	View chart
Becton, Dickinson and (BDX)	0.0	$130k		540.00	241.10	View chart
Meta Platforms Cl A (META)	0.0	$128k		224.00	571.17	View chart
Automatic Data Processing (ADP)	0.0	$127k		459.00	276.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$126k	-9%	215.00	586.52	View chart
Realty Income (O)	0.0	$126k		2.0k	63.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$123k		3.0k	41.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$123k		2.7k	45.86	View chart
Vanguard World Financials Etf (VFH)	0.0	$121k		1.1k	109.91	View chart
Visa Com Cl A (V)	0.0	$118k		430.00	274.63	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$117k		4.6k	25.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$116k		440.00	263.83	View chart
Nordic American Tanker Shippin (NAT)	0.0	$116k		32k	3.67	View chart
Nike CL B (NKE)	0.0	$112k		1.3k	88.37	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$110k		1.6k	70.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$110k		1.4k	80.30	View chart
Otis Worldwide Corp (OTIS)	0.0	$107k		1.0k	103.94	View chart
Sempra Energy (SRE)	0.0	$105k		1.3k	83.63	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$104k	+51%	246.00	423.13	View chart
Netflix (NFLX)	0.0	$104k		146.00	709.27	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$104k		764.00	135.44	View chart
Union Pacific Corporation (UNP)	0.0	$102k		413.00	246.18	View chart
Lowe's Companies (LOW)	0.0	$101k		374.00	270.85	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$100k	+11%	4.4k	22.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$98k	-17%	818.00	119.70	View chart
International Paper Company (IP)	0.0	$98k		2.0k	48.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$96k		553.00	173.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$96k		255.00	375.73	View chart
Chevron Corporation (CVX)	0.0	$96k		650.00	147.27	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$95k	-13%	3.0k	31.78	View chart
Oneok (OKE)	0.0	$94k		1.0k	91.13	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$91k		1.9k	48.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$89k	-13%	1.7k	51.50	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.0	$89k		2.1k	41.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$89k		768.00	115.36	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$88k	+29%	3.8k	23.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$87k		457.00	189.80	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$85k	-6%	988.00	86.17	View chart
Oracle Corporation (ORCL)	0.0	$85k		498.00	170.40	View chart
CVS Caremark Corporation (CVS)	0.0	$81k		1.3k	62.88	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.0	$80k	-33%	1.1k	71.51	View chart
Cisco Systems (CSCO)	0.0	$79k		1.5k	53.22	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$79k	+11%	3.6k	22.11	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$79k		951.00	82.63	View chart
Walt Disney Company (DIS)	0.0	$78k		814.00	96.19	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$78k		3.5k	22.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$76k		313.00	243.06	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$73k		2.6k	28.41	View chart
Carrier Global Corporation (CARR)	0.0	$72k	-26%	896.00	80.49	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$71k		1.0k	70.54	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$70k		733.00	95.50	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$69k		3.3k	20.82	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.0	$66k		1.0k	66.39	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$66k	+8%	1.2k	56.14	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	0.0	$64k		2.5k	25.21	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$62k	+16%	2.6k	23.30	View chart
Devon Energy Corporation (DVN)	0.0	$59k		1.5k	39.12	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$58k		69.00	833.26	View chart
Honeywell International (HON)	0.0	$57k		277.00	206.34	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$56k		762.00	73.68	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 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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