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FLEXSHARES TR MORNSTAR usmkt shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7k 26 182.50
2023-09-30 $4.2k 26 162.88
2023-06-30 $4.4k 26 168.58

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Cherry Tree Wealth Management

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Captrust Financial Advisors
SageView Advisory Group
Commonwealth Equity Services
Efficient Advisors
RVW Wealth
Royal Bank of Canada
Strategic Blueprint
Cambridge Investment Research Advisors
Wealthstream Advisors
Wells Fargo & Company
Ballentine Capital Advisors
UBS Group
Goldstein Advisors
CI Private Wealth
Amg National Trust Bank

View all funds holding FLEXSHARES TR MORNSTAR usmkt