Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cherry Tree Wealth Management

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

Top 5 stock holdings are VEA, SPIB, SPSB, VTV, BND, and represent 20.72% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Dfa Invt Dimensions Group In (+$8.6M), VCRM (+$5.5M), VEA, FTMN, AVDV, DISV, DFCF, AVRE, SPIB, SCHZ.
Started 16 new stock positions in USRT, DFEM, Spdr Series Trust, FNDX, Mobility Global, Dfa Invt Dimensions Group In, IONQ, DFA US Small Cap Value ETF, INSP, Exxon Mobil Corp. IBCB, Dfa Invt Dimensions Group In, JBND, VTP, DFIP, Global X Fds.
Reduced shares in these 10 stocks: DUHP (-$6.4M), VTEB, SCHF, FNDC, JEPI, DFAE, VCSH, JEPQ, IBDS, FLRN.
Sold out of its positions in BABA, ALSN, COR, CTAS, DKS, DFSV, DFAR, DUHP, SOXL, UTES.
Cherry Tree Wealth Management was a net buyer of stock by $5.4M.
Cherry Tree Wealth Management has $531M in assets under management (AUM), dropping by -0.13%.
Central Index Key (CIK): 0001985414

Tip: Access up to 7 years of quarterly data

Positions held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 582 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Cherry Tree Wealth Management has 582 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cherry Tree Wealth Management Sept. 30, 2026 positions
Download the Cherry Tree Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.9	$26M	+21%	369k	70.61	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	4.1	$22M	+2%	675k	32.28	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	4.1	$22M		730k	29.59	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	3.8	$20M		94k	216.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.8	$20M		288k	70.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.4	$18M		24k	765.85	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	2.7	$15M		51k	284.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.6	$14M		89k	155.20	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.5	$13M		300k	44.45	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	2.4	$13M		56k	231.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.3	$12M		225k	53.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$11M		138k	82.97	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.1	$11M		125k	90.44	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	2.1	$11M	-3%	364k	30.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$11M		142k	76.40	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$9.9M		202k	49.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$9.8M	-7%	127k	77.25	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.8	$9.4M		93k	101.13	View chart
Dfa Invt Dimensions Group In U.s. High Relati	1.6	$8.6M	NEW	204k	41.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$7.8M	+5%	38k	208.02	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.4	$7.5M	-23%	150k	49.83	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.4	$7.3M	+10%	181k	40.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$7.3M		77k	94.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$7.2M	-4%	122k	59.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$7.1M		129k	55.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$7.0M		83k	84.96	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	1.2	$6.5M	-5%	86k	75.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$6.0M	-31%	217k	27.47	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	1.1	$5.9M	+1388%	82k	71.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$5.8M		87k	66.44	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$5.7M	-2%	230k	24.96	View chart
Titan Machinery (TITN)	1.1	$5.7M		246k	23.08	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.0	$5.3M		14k	374.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$5.0M	+2%	43k	117.77	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.9	$5.0M		218k	22.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$4.9M		54k	89.63	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$4.7M	-5%	175k	27.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.6M	+2%	6.5k	700.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$4.3M		61k	70.51	View chart
Apple (AAPL)	0.8	$4.2M		13k	333.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$4.1M	-43%	86k	47.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$4.1M		110k	37.02	View chart
Microsoft Corporation (MSFT)	0.7	$4.0M		7.7k	512.90	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$3.6M	-11%	151k	24.12	View chart
Putnam Etf Trust Frank Minn Etf (FTMN)	0.6	$3.2M	+1812%	394k	8.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.2M	-2%	110k	29.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.7M		49k	55.86	View chart
T. Rowe Price (TROW)	0.5	$2.7M	-7%	26k	104.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.6M		15k	166.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.2M	-5%	2.9k	762.67	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	0.4	$2.2M		40k	55.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$2.1M	-2%	70k	30.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$2.1M		27k	77.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$2.0M	-6%	40k	50.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.0M		21k	94.54	View chart
Ea Series Trust Cambria Global E	0.4	$2.0M		40k	50.64	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$1.9M		22k	90.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$1.9M	+153%	45k	43.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$1.9M	+24%	12k	155.25	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.9M	+28%	84k	22.10	View chart
Emerson Electric (EMR)	0.3	$1.8M		12k	155.10	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.3	$1.8M	+3%	84k	21.14	View chart
NVIDIA Corporation (NVDA)	0.3	$1.8M	-4%	7.8k	228.37	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$1.8M	-3%	16k	111.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.7M		18k	96.88	View chart
Eli Lilly & Co. (LLY)	0.3	$1.7M		1.5k	1157.08	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.7M	+2%	30k	56.66	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.7M	+281%	15k	109.38	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$1.6M		18k	89.76	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.2M	-2%	12k	97.44	View chart
Flexshares Tr Northern Trust C (SKOR)	0.2	$1.2M	+45%	25k	46.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.2M		4.2k	277.89	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.2	$1.1M	+10%	44k	24.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.1M		3.1k	344.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.1M		7.8k	135.53	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$1.1M	-3%	53k	20.06	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M		13k	81.16	View chart
3M Company (MMM)	0.2	$975k		5.9k	164.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$917k	+4%	4.1k	222.24	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$817k		2.7k	300.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$790k		8.3k	94.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$748k	-13%	2.2k	340.79	View chart
American Express Company (AXP)	0.1	$745k		2.5k	304.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$669k	-66%	12k	56.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$652k	-65%	17k	39.31	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$620k		1.8k	351.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$617k	-10%	7.8k	79.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$615k		17k	36.45	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$613k	-10%	12k	51.87	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$594k	+1318%	13k	44.35	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$586k	+117%	7.9k	74.38	View chart
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL)	0.1	$586k	-5%	16k	36.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$576k		2.5k	233.31	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$526k	-3%	7.1k	74.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$511k		3.8k	136.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$510k	-53%	8.3k	61.26	View chart
Amazon (AMZN)	0.1	$502k	-5%	2.0k	249.15	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$498k		13k	39.44	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$494k	-28%	20k	24.24	View chart
Procter & Gamble Company (PG)	0.1	$483k	-7%	3.3k	145.28	View chart
Medtronic SHS (MDT)	0.1	$482k		5.6k	86.28	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$482k		11k	42.19	View chart
Farmland Partners (FPI)	0.1	$465k	+99%	41k	11.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$450k		5.5k	81.20	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$430k		2.7k	160.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$419k	+74%	1.1k	380.84	View chart
Caterpillar (CAT)	0.1	$414k		511.00	810.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$414k		1.1k	382.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$412k		557.00	739.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$409k	-2%	3.9k	104.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$407k		3.0k	137.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$404k		9.8k	41.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$402k		5.0k	81.07	View chart
Phillips 66 (PSX)	0.1	$401k	-3%	1.6k	255.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$401k	-3%	963.00	416.13	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$399k		4.4k	91.12	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$389k		4.7k	83.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$388k		1.2k	330.83	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$384k	+22%	16k	24.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$381k		1.2k	317.34	View chart
Vanguard World Utilities Etf (VPU)	0.1	$377k	-10%	2.2k	171.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$368k	-19%	7.2k	51.23	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$359k	-3%	9.5k	37.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$355k		11k	32.53	View chart
Tesla Motors (TSLA)	0.1	$339k		955.00	354.81	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$338k		2.3k	146.48	View chart
Wal-Mart Stores (WMT)	0.1	$337k	-2%	3.2k	103.93	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$334k	+21%	16k	21.17	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$300k		1.7k	178.51	View chart
Lennox International (LII)	0.1	$297k		836.00	355.02	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.1	$297k		7.4k	40.16	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$296k		15k	19.59	View chart
Flexshares Tr Nrtrn Tr Iboxx 3 (TDTT)	0.1	$290k	-13%	13k	23.23	View chart
Pepsi (PEP)	0.1	$284k		2.2k	126.72	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$283k		2.8k	101.10	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$283k	-10%	2.9k	97.20	View chart
Wells Fargo & Company (WFC)	0.1	$280k		3.5k	80.05	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$266k		2.7k	97.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$266k		4.9k	54.43	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$261k		7.4k	35.00	View chart
Johnson & Johnson (JNJ)	0.0	$259k		978.00	264.73	View chart
Gra (GGG)	0.0	$259k		3.4k	76.84	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$257k		11k	22.88	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$252k		4.7k	54.12	View chart
Hormel Foods Corporation (HRL)	0.0	$249k		13k	19.94	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.0	$249k	-3%	6.7k	37.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$242k		15k	15.77	View chart
Us Bancorp Com New (USB)	0.0	$238k		4.1k	57.76	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$236k		4.8k	49.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$236k		889.00	264.90	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$232k		4.6k	50.84	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$231k		2.9k	80.60	View chart
Ameriprise Financial (AMP)	0.0	$229k	+3%	466.00	492.35	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$229k		450.00	508.62	View chart
Exxonmobil Holdings Corp Com Shs	0.0	$227k	NEW	1.4k	162.81	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$226k	-5%	2.6k	87.17	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$226k	-57%	6.2k	36.23	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$220k		9.9k	22.32	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$217k	-3%	1.9k	116.41	View chart
Wp Carey (WPC)	0.0	$214k		3.3k	64.63	View chart
Raytheon Technologies Corp (RTX)	0.0	$209k		1.1k	185.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$206k		2.9k	71.95	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$203k		2.5k	81.70	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$201k	-64%	20k	10.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$198k	-8%	1.6k	125.67	View chart
Cisco Systems (CSCO)	0.0	$198k		1.8k	107.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$197k		3.6k	54.10	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$194k		5.8k	33.69	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$190k		2.1k	92.65	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$190k	-10%	4.5k	42.52	View chart
UnitedHealth (UNH)	0.0	$188k		512.00	366.77	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$181k	-63%	7.6k	23.71	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$181k		4.0k	45.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$180k		2.7k	66.79	View chart
Ishares Bitcoin Prem Income Shs Undv Ben Int	0.0	$180k		2.8k	63.11	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$178k		7.3k	24.43	View chart
Target Corporation (TGT)	0.0	$177k	-13%	1.1k	156.67	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$177k	-15%	3.5k	51.05	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$176k		842.00	209.45	View chart
McDonald's Corporation (MCD)	0.0	$170k		738.00	230.85	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.0	$167k		7.4k	22.53	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.0	$166k		9.8k	16.92	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$164k		1.1k	152.07	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$161k		2.9k	55.02	View chart
Coca-Cola Company (KO)	0.0	$157k		1.8k	86.08	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$156k		1.9k	81.47	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$151k		3.6k	41.37	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$145k		9.5k	15.26	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$143k	+26%	5.8k	24.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$141k		1.1k	128.09	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$141k		1.5k	92.05	View chart
Abbott Laboratories (ABT)	0.0	$140k		1.4k	98.83	View chart
International Business Machines (IBM)	0.0	$139k		634.00	219.93	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$137k		822.00	166.98	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$137k		1.7k	78.42	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$136k		6.4k	21.23	View chart
Applied Materials (AMAT)	0.0	$135k		265.00	510.88	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$132k		6.0k	21.91	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.0	$132k		5.7k	23.13	View chart
Advanced Micro Devices (AMD)	0.0	$132k		215.00	611.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$130k	+124700%	1.2k	104.04	View chart
Solventum Corp Com Shs (SOLV)	0.0	$126k		1.4k	88.15	View chart
Meta Platforms Cl A (META)	0.0	$125k		173.00	723.09	View chart
Illinois Tool Works (ITW)	0.0	$125k		486.00	257.28	View chart
Vanguard World Financials Etf (VFH)	0.0	$123k		948.00	130.09	View chart
Altria (MO)	0.0	$123k		1.8k	67.34	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$122k		415.00	294.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$122k		1.2k	103.89	View chart
General Mills (GIS)	0.0	$120k		3.7k	32.16	View chart
Automatic Data Processing (ADP)	0.0	$117k		454.00	258.06	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$116k	-2%	689.00	168.42	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.0	$114k		2.4k	48.28	View chart
Amgen (AMGN)	0.0	$111k	-14%	264.00	421.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$111k		1.2k	90.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$109k		871.00	125.29	View chart
Home Depot (HD)	0.0	$109k	-2%	383.00	284.49	View chart
Visa Com Cl A (V)	0.0	$108k		302.00	358.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$107k	+6%	680.00	157.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$107k	-27%	2.3k	46.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$107k		431.00	247.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$107k		1.2k	89.30	View chart
Xcel Energy (XEL)	0.0	$106k		1.5k	70.49	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$106k	-9%	3.6k	29.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$103k		1.3k	77.21	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$102k	-18%	56.00	1811.68	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$101k	NEW	2.0k	51.12	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$101k	+17%	5.2k	19.47	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$101k	NEW	2.6k	39.06	View chart
Chevron Corporation (CVX)	0.0	$98k		482.00	204.21	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$98k		1.8k	54.51	View chart
Netflix (NFLX)	0.0	$97k		1.4k	69.58	View chart
Becton, Dickinson and (BDX)	0.0	$97k		540.00	179.00	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$94k		5.0k	18.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$90k	+101%	1.8k	50.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$89k	+4%	2.7k	32.63	View chart
Costco Wholesale Corporation (COST)	0.0	$88k	-11%	97.00	905.65	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$88k		2.6k	34.02	View chart
Realty Income (O)	0.0	$87k		1.6k	54.30	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$85k	-21%	747.00	113.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$85k	-17%	2.4k	35.93	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.0	$81k	+16%	788.00	102.39	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$81k		4.2k	19.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$80k		1.5k	53.40	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)	0.0	$80k		1.3k	61.21	View chart
Zoetis Cl A (ZTS)	0.0	$80k		1.1k	69.83	View chart
Vanguard Malvern Fds Total Inflation (VTP)	0.0	$79k	NEW	1.1k	73.16	View chart
Dfa Invt Dimensions Group In Real Estate Secu	0.0	$78k	NEW	3.2k	24.16	View chart
Parker-Hannifin Corporation (PH)	0.0	$76k		80.00	955.42	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$75k		941.00	79.63	View chart
First Tr Exchange Traded Dorsey Wright (DALI)	0.0	$75k		2.6k	28.27	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 2026 Q3 filed Oct. 15, 2026
Cherry Tree Wealth Management 2026 Q2 filed Sept. 15, 2026
Cherry Tree Wealth Management 2026 Q1 filed May 5, 2026
Cherry Tree Wealth Management 2025 Q4 filed Feb. 10, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z