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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 22.70% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, RSP, VTEB, IBDV, IBDU, IBDT, AVLV, IBDS, BSV, VEA.
Started 32 new stock positions in GNRC, URI, NVR, IBTK, HCA, MAS, CTAS, CSGP, VEEV, SOLV.
Reduced shares in these 10 stocks: SPIB, SPSB, SPLV, AGG, EMR, MDT, VYM, DVY, AAPL, PGX.
Sold out of its positions in APPN, ADM, BP, CMS, ECL, NVDL, HDB, REET, LHX, LMND.
Cherry Tree Wealth Management was a net buyer of stock by $4.7M.
Cherry Tree Wealth Management has $398M in assets under management (AUM), dropping by 0.13%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 596 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Cherry Tree Wealth Management has 596 total positions. Only the first 250 positions are shown.

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Download the Cherry Tree Wealth Management June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	5.7	$23M	-2%	695k	32.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.1	$20M		282k	72.05	View chart
Spdr Ser Tr Portfolio Short (SPSB)	4.5	$18M	-3%	609k	29.70	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$16M		101k	160.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$13M	+2%	264k	49.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$13M		23k	547.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$12M		99k	118.60	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.9	$11M		371k	30.85	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$11M		351k	32.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.7	$11M		60k	182.52	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$10M		135k	77.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.3	$9.2M	+3%	120k	76.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$9.1M	+2%	42k	218.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$8.7M		148k	58.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.1	$8.5M		174k	48.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.9	$7.6M		217k	35.03	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.6	$6.5M	-6%	101k	64.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.6	$6.5M		186k	34.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$6.3M		92k	68.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$6.0M		152k	39.27	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.4	$5.6M	-2%	488k	11.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$5.5M	+2%	126k	43.76	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$5.4M		104k	51.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$5.0M		83k	60.30	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$4.5M	+10%	72k	62.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$4.3M		51k	83.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$4.0M	+3%	65k	61.09	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.0	$3.9M	+13%	157k	24.77	View chart
Titan Machinery (TITN)	0.9	$3.8M		238k	15.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.8M	+21%	75k	50.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$3.8M	+25%	23k	164.28	View chart
Microsoft Corporation (MSFT)	0.9	$3.8M		8.4k	446.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.6M		14k	267.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$3.4M	+2%	88k	38.42	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.8	$3.0M	+15%	128k	23.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$3.0M	+7%	33k	89.72	View chart
Apple (AAPL)	0.7	$2.9M	-4%	14k	210.63	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.7	$2.8M	+25%	126k	22.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$2.7M	-13%	28k	97.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$2.6M		41k	62.87	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.5M		44k	58.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$2.4M		95k	25.42	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$2.2M	+6%	87k	24.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.1M		17k	118.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.0M		3.9k	500.13	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.5	$1.9M		78k	25.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.9M		3.5k	544.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.8M	+3%	33k	56.68	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.7M		36k	45.58	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.4	$1.6M	+2%	68k	23.98	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.5M	-7%	18k	84.59	View chart
Emerson Electric (EMR)	0.4	$1.5M	-11%	14k	110.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.5M		20k	72.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.5M	+3%	24k	60.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.4M		3.9k	374.01	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$1.4M	+7%	12k	117.49	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.4M		22k	64.25	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4M		1.5k	905.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.3M	-3%	16k	83.96	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	+1409%	9.9k	123.54	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M	+32%	11k	106.55	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$1.2M		25k	47.47	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$1.1M	+13%	46k	24.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.1M		31k	35.94	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.1M		17k	64.00	View chart
Medtronic SHS (MDT)	0.2	$992k	-16%	13k	78.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$950k	-4%	30k	31.55	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$934k		39k	23.82	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$904k		17k	53.53	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$903k	+280%	43k	21.26	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$901k		9.3k	96.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$888k	+6%	21k	41.54	View chart
3M Company (MMM)	0.2	$865k		8.5k	102.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$837k		17k	50.47	View chart
DNP Select Income Fund (DNP)	0.2	$652k		79k	8.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$641k		3.2k	202.26	View chart
American Express Company (AXP)	0.2	$630k		2.7k	231.51	View chart
Procter & Gamble Company (PG)	0.2	$618k		3.7k	164.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$612k	+7%	3.6k	170.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$583k	-5%	2.9k	202.89	View chart
Us Bancorp Del Com New (USB)	0.1	$582k		15k	39.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$569k	+2%	8.4k	67.56	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$561k		11k	51.64	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$540k	+71%	23k	23.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$526k		9.9k	53.04	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$509k	+83%	25k	20.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$501k	+11%	2.7k	183.44	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$498k		9.7k	51.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$493k		9.6k	51.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$487k		4.6k	106.66	View chart
Vanguard World Utilities Etf (VPU)	0.1	$478k	-4%	3.2k	147.92	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$472k		5.8k	81.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$471k		4.5k	104.55	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$470k	-7%	8.2k	57.21	View chart
Hormel Foods Corporation (HRL)	0.1	$464k		15k	30.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$463k		2.5k	182.55	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$457k	-4%	14k	33.93	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$456k		6.6k	69.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$453k	-4%	1.8k	249.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$452k		6.6k	68.14	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$447k	+4%	17k	25.87	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$427k		16k	26.56	View chart
UnitedHealth (UNH)	0.1	$415k		815.00	508.99	View chart
Pepsi (PEP)	0.1	$410k		2.5k	164.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$393k		5.1k	77.76	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$392k		18k	21.82	View chart
Lennox International (LII)	0.1	$390k	-8%	729.00	534.98	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$382k		1.4k	264.30	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$381k	-7%	16k	23.59	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$379k		6.7k	56.88	View chart
Gra (GGG)	0.1	$363k		4.6k	79.28	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$361k		13k	27.67	View chart
Kinder Morgan (KMI)	0.1	$360k	-5%	18k	19.87	View chart
Amazon (AMZN)	0.1	$358k	-19%	1.9k	193.25	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$358k	-5%	36k	9.93	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$357k	+5%	13k	26.91	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$352k		3.2k	110.36	View chart
Farmland Partners (FPI)	0.1	$334k	-3%	29k	11.53	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$333k	-4%	8.2k	40.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$333k		2.8k	120.75	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$329k	-13%	11k	31.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$328k	+45%	5.9k	55.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$328k		1.1k	297.54	View chart
Home Depot (HD)	0.1	$323k	+2%	938.00	344.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$322k		4.1k	78.33	View chart
Johnson & Johnson (JNJ)	0.1	$321k		2.2k	146.19	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$320k	-2%	9.1k	35.30	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$308k	-8%	5.4k	57.27	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$308k		4.9k	63.44	View chart
General Mills (GIS)	0.1	$306k		4.8k	63.27	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$304k		12k	24.49	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$303k		15k	20.02	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$303k		2.4k	127.18	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$302k	+7%	15k	19.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$294k		1.6k	182.15	View chart
At&t (T)	0.1	$279k		15k	19.11	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$276k		4.7k	58.85	View chart
Wal-Mart Stores (WMT)	0.1	$274k		4.0k	67.72	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$273k	-9%	6.9k	39.72	View chart
McDonald's Corporation (MCD)	0.1	$273k		1.1k	254.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$272k		9.2k	29.67	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$265k	+7%	2.2k	122.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$263k	-21%	549.00	479.27	View chart
Wp Carey (WPC)	0.1	$259k	-9%	4.7k	55.05	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$255k		4.6k	54.92	View chart
Pfizer (PFE)	0.1	$253k		9.0k	27.98	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$249k		15k	17.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$247k		3.4k	72.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$245k		15k	15.95	View chart
Phillips 66 (PSX)	0.1	$239k	+4%	1.7k	141.17	View chart
Target Corporation (TGT)	0.1	$231k	-4%	1.6k	148.08	View chart
Ameriprise Financial (AMP)	0.1	$223k	+6%	521.00	427.19	View chart
Zoetis Cl A (ZTS)	0.1	$216k	+7%	1.2k	173.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$214k	+25%	3.3k	64.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$210k	-20%	1.1k	194.87	View chart
Wells Fargo & Company (WFC)	0.1	$205k		3.5k	59.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$203k		2.0k	100.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$202k		4.1k	48.67	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$201k		2.6k	76.58	View chart
Sandstorm Gold Com New (SAND)	0.0	$196k		36k	5.44	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$186k		7.6k	24.63	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$186k		4.9k	37.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$181k		1.2k	150.50	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$173k		1.8k	96.13	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$172k		1.1k	152.30	View chart
Southwestern Energy Company	0.0	$163k	-4%	24k	6.73	View chart
Merck & Co (MRK)	0.0	$161k	+5%	1.3k	123.80	View chart
Illinois Tool Works (ITW)	0.0	$160k		674.00	236.96	View chart
Exxon Mobil Corporation (XOM)	0.0	$157k	+2%	1.4k	115.16	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$153k		715.00	214.52	View chart
Amgen (AMGN)	0.0	$148k	-3%	475.00	312.45	View chart
Caterpillar (CAT)	0.0	$148k		445.00	333.10	View chart
International Business Machines (IBM)	0.0	$148k	-10%	854.00	172.95	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$146k	+11%	1.9k	78.05	View chart
Xcel Energy (XEL)	0.0	$143k	-16%	2.7k	53.41	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$140k		1.4k	103.85	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$139k		1.9k	71.98	View chart
Costco Wholesale Corporation (COST)	0.0	$139k	+64%	164.00	847.40	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$139k	-57%	1.1k	120.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$138k		2.4k	58.52	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$137k	-7%	237.00	576.59	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$135k		429.00	314.21	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$129k	-11%	3.0k	43.00	View chart
Becton, Dickinson and (BDX)	0.0	$126k		540.00	233.71	View chart
Altria (MO)	0.0	$126k	-17%	2.8k	45.55	View chart
Nordic American Tanker Shippin (NAT)	0.0	$126k		32k	3.98	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$125k		855.00	145.75	View chart
Coca-Cola Company (KO)	0.0	$118k		1.9k	63.65	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$116k	+4%	3.0k	39.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$115k		2.7k	42.59	View chart
Visa Com Cl A (V)	0.0	$113k	-2%	430.00	262.17	View chart
Meta Platforms Cl A (META)	0.0	$113k	+17%	224.00	503.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$112k		990.00	112.63	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.0	$110k		1.7k	65.56	View chart
Vanguard World Financials Etf (VFH)	0.0	$110k		1.1k	99.88	View chart
Automatic Data Processing (ADP)	0.0	$110k		459.00	238.69	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$108k	+955%	4.7k	22.91	View chart
Solventum Corp Com Shs (SOLV)	0.0	$107k	NEW	2.0k	52.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$107k	-8%	440.00	242.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$105k		1.4k	77.14	View chart
Realty Income (O)	0.0	$105k		2.0k	52.82	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$104k		1.6k	66.35	View chart
Chevron Corporation (CVX)	0.0	$102k	-2%	650.00	156.42	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$101k		4.6k	22.10	View chart
Otis Worldwide Corp (OTIS)	0.0	$99k		1.0k	96.26	View chart
Netflix (NFLX)	0.0	$99k	-19%	146.00	674.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$96k	+130%	553.00	173.77	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$96k		3.9k	24.56	View chart
Sempra Energy (SRE)	0.0	$96k		1.3k	76.06	View chart
Nike CL B (NKE)	0.0	$96k	-12%	1.3k	75.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$95k		2.0k	47.45	View chart
Union Pacific Corporation (UNP)	0.0	$93k	+3%	413.00	225.99	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$93k		764.00	121.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$93k		255.00	364.85	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$90k	-8%	3.5k	25.99	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$89k		1.9k	47.37	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$87k	+73%	4.0k	22.08	View chart
International Paper Company (IP)	0.0	$86k		2.0k	43.15	View chart
Oneok (OKE)	0.0	$84k	+11%	1.0k	81.55	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$83k	-31%	1.1k	78.37	View chart
Lowe's Companies (LOW)	0.0	$83k		374.00	220.46	View chart
Walt Disney Company (DIS)	0.0	$81k	-7%	813.00	99.31	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.0	$81k	NEW	2.1k	37.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$80k	-5%	457.00	174.47	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$77k		951.00	81.16	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$77k		3.5k	22.30	View chart
Carrier Global Corporation (CARR)	0.0	$77k		1.2k	63.08	View chart
Duke Energy Corp Com New (DUK)	0.0	$77k	-27%	764.00	100.16	View chart
CVS Caremark Corporation (CVS)	0.0	$76k		1.3k	59.06	View chart
Devon Energy Corporation (DVN)	0.0	$71k		1.5k	47.40	View chart
Cisco Systems (CSCO)	0.0	$71k		1.5k	47.51	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$71k		69.00	1022.74	View chart
Oracle Corporation (ORCL)	0.0	$70k	-16%	498.00	141.20	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$69k	+412%	3.2k	21.37	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$68k		2.6k	26.57	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$68k		733.00	92.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$67k		313.00	215.01	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$67k	+119%	2.9k	22.66	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$66k	+286%	3.3k	19.97	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$65k		1.0k	64.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$63k		162.00	391.14	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	0.0	$61k	-7%	2.5k	24.12	View chart
Qualcomm (QCOM)	0.0	$60k		302.00	199.45	View chart
Oxford Industries (OXM)	0.0	$60k		600.00	100.15	View chart
Honeywell International (HON)	0.0	$59k		277.00	213.16	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.0	$58k		1.0k	57.91	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$57k	+34%	1.1k	52.44	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$54k		1.4k	37.67	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$53k		2.3k	23.28	View chart
Applied Materials (AMAT)	0.0	$51k		214.00	235.89	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 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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