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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 23.15% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPIB, VEA, IBDU, IBDT, VOO, IBDS, RSP, BND, VTEB, VYM.
Started 36 new stock positions in IBHG, RIG, BSCV, IBHH, ADM, IBTL, MPW, LNC, MELI, TSM.
Reduced shares in these 10 stocks: FLRN, SPLV, IVV, DFAT, VTIP, VTV, DHS, DFAC, USMV, AMGN.
Sold out of its positions in ALRM, ALGN, AMED, ANSS, CME, CSGP, AZPN, ENSG, ENTG, EXR.
Cherry Tree Wealth Management was a net buyer of stock by $10M.
Cherry Tree Wealth Management has $398M in assets under management (AUM), dropping by 6.24%.
Central Index Key (CIK): 0001985414

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Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 595 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Cherry Tree Wealth Management has 595 total positions. Only the first 250 positions are shown.

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Download the Cherry Tree Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	5.9	$23M	+5%	715k	32.69	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.2	$21M	+2%	282k	72.63	View chart
Spdr Ser Tr Portfolio Short (SPSB)	4.7	$19M		630k	29.77	View chart
Vanguard Index Fds Value Etf (VTV)	4.2	$17M		102k	162.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$13M	+8%	258k	50.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.1	$12M	+3%	100k	120.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$12M	-2%	23k	525.72	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.9	$12M	-3%	373k	30.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.9	$12M	+2%	60k	191.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$11M		353k	31.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$10M		134k	77.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$9.3M	+4%	41k	228.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$8.9M		116k	76.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$8.7M		148k	58.65	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.1	$8.4M		176k	47.89	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	1.9	$7.6M	+4%	214k	35.61	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.8	$7.1M	-5%	107k	65.87	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	1.6	$6.5M	+5%	184k	35.47	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$6.3M		91k	68.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$6.3M		153k	40.90	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.5	$5.9M		500k	11.88	View chart
Titan Machinery (TITN)	1.5	$5.8M		236k	24.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$5.7M	-3%	105k	54.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$5.1M		122k	41.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$5.0M		83k	60.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$4.4M	+2%	51k	86.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$4.2M	+4%	66k	64.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$3.7M	+6%	63k	57.96	View chart
Microsoft Corporation (MSFT)	0.9	$3.6M		8.5k	420.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.6M		14k	259.91	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.9	$3.5M	+38%	139k	24.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$3.4M		86k	39.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$3.1M	+18%	62k	50.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$3.1M	-2%	32k	97.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$3.1M	+26%	18k	169.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$2.9M	+15%	31k	93.71	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$2.6M	+32%	111k	23.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$2.6M	-2%	44k	58.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.5M		42k	61.05	View chart
Apple (AAPL)	0.6	$2.5M		15k	171.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$2.4M		95k	25.44	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.6	$2.3M	+74%	100k	22.82	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$2.1M	+11%	81k	25.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.0M		17k	115.30	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.5	$1.9M	+5%	78k	25.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.9M	+54%	3.9k	480.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.8M		3.5k	523.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.8M		31k	57.86	View chart
Emerson Electric (EMR)	0.4	$1.7M		15k	113.42	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$1.7M	-7%	20k	86.66	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.7M	+5%	36k	46.00	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.4	$1.6M	+3%	66k	23.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.5M		20k	74.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.5M		23k	62.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.4M	+5%	22k	62.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.4M	-6%	16k	83.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.3M	-2%	3.9k	344.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.3M	+3%	11k	116.84	View chart
Medtronic SHS (MDT)	0.3	$1.3M		15k	87.15	View chart
Eli Lilly & Co. (LLY)	0.3	$1.2M		1.5k	777.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.2M		32k	36.75	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$1.2M	-2%	25k	47.78	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.1M		17k	61.53	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.0M		31k	32.23	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$1.0M	+12%	40k	24.81	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$935k	+5%	39k	23.85	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$911k		8.5k	107.60	View chart
3M Company (MMM)	0.2	$898k	-2%	8.5k	106.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$883k	-4%	9.5k	93.19	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$867k	-5%	17k	51.60	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$845k	+9%	20k	41.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$842k		17k	50.45	View chart
DNP Select Income Fund (DNP)	0.2	$720k		79k	9.07	View chart
Us Bancorp Del Com New (USB)	0.2	$655k		15k	44.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$642k	-4%	3.1k	210.30	View chart
JPMorgan Chase & Co. (JPM)	0.2	$629k		3.1k	200.30	View chart
American Express Company (AXP)	0.2	$609k		2.7k	227.65	View chart
Procter & Gamble Company (PG)	0.2	$607k	-2%	3.7k	162.24	View chart
NVIDIA Corporation (NVDA)	0.1	$594k	+208%	657.00	903.56	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$563k		11k	51.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$557k		8.2k	67.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$546k	+11%	3.3k	164.35	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$544k		10k	54.40	View chart
Hormel Foods Corporation (HRL)	0.1	$531k		15k	34.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$504k		4.6k	110.52	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$503k	-6%	8.9k	56.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$497k		9.7k	51.06	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$494k	-12%	9.6k	51.28	View chart
Vanguard World Utilities Etf (VPU)	0.1	$484k	-10%	3.4k	142.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$473k	+2%	5.8k	81.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$472k	-9%	4.5k	104.73	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$466k	-10%	6.6k	70.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$463k		2.5k	182.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$455k		1.9k	239.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$448k		14k	31.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$436k	-4%	6.6k	65.65	View chart
Pepsi (PEP)	0.1	$430k		2.5k	175.01	View chart
Gra (GGG)	0.1	$428k		4.6k	93.46	View chart
Amazon (AMZN)	0.1	$417k	+33%	2.3k	180.38	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$413k		17k	23.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$409k	-4%	17k	24.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$407k	+14%	5.1k	80.63	View chart
UnitedHealth (UNH)	0.1	$404k		817.00	494.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$404k		16k	25.25	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$397k	-16%	12k	32.68	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$395k	+19%	18k	21.97	View chart
Lennox International (LII)	0.1	$388k		793.00	488.76	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$384k		6.7k	57.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$373k	+119%	2.4k	152.25	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$366k	-5%	13k	28.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$364k	-8%	3.2k	114.15	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$361k	-13%	8.6k	42.14	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$358k		1.4k	247.41	View chart
Home Depot (HD)	0.1	$352k		918.00	383.60	View chart
Kinder Morgan (KMI)	0.1	$351k	-3%	19k	18.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$345k		2.8k	125.34	View chart
Johnson & Johnson (JNJ)	0.1	$344k		2.2k	158.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$341k	-7%	13k	27.19	View chart
General Mills (GIS)	0.1	$340k		4.9k	69.97	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$339k	+4%	5.9k	57.47	View chart
Farmland Partners (FPI)	0.1	$333k		30k	11.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$328k		2.7k	123.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$328k		4.1k	79.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$317k		1.1k	288.03	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$316k	-4%	4.9k	65.21	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$315k		38k	8.29	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$315k	+16%	14k	23.23	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$313k		2.4k	131.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$312k		702.00	443.76	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$311k		9.3k	33.51	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)	0.1	$306k	NEW	15k	20.25	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$305k		7.6k	40.05	View chart
McDonald's Corporation (MCD)	0.1	$305k	+7%	1.1k	281.87	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$300k		12k	24.48	View chart
Wp Carey (WPC)	0.1	$293k		5.2k	56.44	View chart
Target Corporation (TGT)	0.1	$291k		1.6k	177.24	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$289k		14k	20.16	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$280k	+3443%	14k	20.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$277k	+29%	9.2k	30.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$267k		4.7k	56.98	View chart
Phillips 66 (PSX)	0.1	$266k	-7%	1.6k	163.34	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$265k		4.6k	57.03	View chart
At&t (T)	0.1	$257k		15k	17.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$254k		1.4k	187.35	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$254k		2.0k	126.89	View chart
Pfizer (PFE)	0.1	$250k		9.0k	27.75	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$250k	-16%	15k	17.02	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$248k	NEW	15k	16.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$245k		3.4k	72.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$244k		1.6k	150.93	View chart
Wal-Mart Stores (WMT)	0.1	$243k	+204%	4.0k	60.17	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$239k	+52%	11k	21.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$221k		4.1k	54.24	View chart
Ameriprise Financial (AMP)	0.1	$214k		489.00	438.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$204k	-4%	4.1k	49.19	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$201k		2.6k	76.36	View chart
Wells Fargo & Company (WFC)	0.1	$201k	-2%	3.5k	57.96	View chart
Raytheon Technologies Corp (RTX)	0.0	$197k		2.0k	97.52	View chart
Zoetis Cl A (ZTS)	0.0	$197k		1.2k	169.21	View chart
Southwestern Energy Company (SWN)	0.0	$193k		25k	7.58	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$189k	+2%	7.6k	25.06	View chart
Sandstorm Gold Com New (SAND)	0.0	$189k		36k	5.25	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$188k		4.9k	38.47	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$182k	+16%	1.8k	101.41	View chart
International Business Machines (IBM)	0.0	$181k	+11%	950.00	190.96	View chart
Illinois Tool Works (ITW)	0.0	$181k		674.00	268.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$179k	-17%	1.1k	158.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$173k	+18%	2.6k	65.86	View chart
Xcel Energy (XEL)	0.0	$172k		3.2k	53.75	View chart
Caterpillar (CAT)	0.0	$163k		445.00	366.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$163k		1.2k	135.06	View chart
Merck & Co (MRK)	0.0	$162k	-4%	1.2k	131.95	View chart
Exxon Mobil Corporation (XOM)	0.0	$154k		1.3k	116.28	View chart
Altria (MO)	0.0	$146k		3.3k	43.62	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$145k		3.4k	42.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$143k	+400%	2.4k	60.74	View chart
Amgen (AMGN)	0.0	$140k	-37%	492.00	284.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$140k		715.00	195.10	View chart
Nike CL B (NKE)	0.0	$137k	-5%	1.5k	93.95	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$136k		1.4k	100.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$134k		256.00	524.34	View chart
Becton, Dickinson and (BDX)	0.0	$134k		540.00	247.45	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$131k	-9%	1.6k	84.38	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$131k	-4%	1.9k	67.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$128k		1.7k	76.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$126k		855.00	147.73	View chart
Nordic American Tanker Shippin (NAT)	0.0	$124k		32k	3.92	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$123k		429.00	286.61	View chart
Visa Com Cl A (V)	0.0	$122k	+2%	439.00	278.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$120k		481.00	249.86	View chart
Automatic Data Processing (ADP)	0.0	$115k		459.00	249.74	View chart
Vanguard World Financials Etf (VFH)	0.0	$113k		1.1k	102.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$113k	+17%	2.8k	39.66	View chart
Coca-Cola Company (KO)	0.0	$113k		1.8k	61.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$111k	-6%	2.7k	41.08	View chart
Netflix (NFLX)	0.0	$110k	+2%	181.00	607.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$109k		990.00	110.50	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.0	$108k		1.7k	64.21	View chart
Walt Disney Company (DIS)	0.0	$108k		881.00	122.40	View chart
Realty Income (O)	0.0	$107k		2.0k	54.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$106k		1.4k	77.73	View chart
Chevron Corporation (CVX)	0.0	$105k	+6%	665.00	157.74	View chart
CVS Caremark Corporation (CVS)	0.0	$103k		1.3k	79.76	View chart
Otis Worldwide Corp (OTIS)	0.0	$102k		1.0k	99.27	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$102k		4.6k	22.37	View chart
Duke Energy Corp Com New (DUK)	0.0	$102k		1.1k	96.71	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$101k		1.6k	64.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$99k		2.0k	49.24	View chart
Union Pacific Corporation (UNP)	0.0	$98k	-5%	398.00	245.62	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$97k	NEW	3.9k	24.81	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$96k		764.00	125.96	View chart
Lowe's Companies (LOW)	0.0	$95k		374.00	254.73	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$95k	NEW	2.3k	41.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$95k	+4100%	420.00	224.99	View chart
Meta Platforms Cl A (META)	0.0	$92k		190.00	484.31	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$91k		3.8k	24.07	View chart
Sempra Energy (SRE)	0.0	$90k		1.3k	71.83	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$89k		1.9k	47.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$86k		482.00	179.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$86k	-5%	255.00	337.36	View chart
Intel Corporation (INTC)	0.0	$79k		1.8k	44.17	View chart
International Paper Company (IP)	0.0	$78k		2.0k	39.02	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$76k		3.5k	22.08	View chart
salesforce (CRM)	0.0	$76k		251.00	301.18	View chart
Devon Energy Corporation (DVN)	0.0	$75k		1.5k	50.18	View chart
Oracle Corporation (ORCL)	0.0	$75k	+3%	595.00	125.61	View chart
Cisco Systems (CSCO)	0.0	$74k		1.5k	49.91	View chart
Oneok (OKE)	0.0	$74k		920.00	80.17	View chart
Costco Wholesale Corporation (COST)	0.0	$73k	+4%	100.00	728.97	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$73k		951.00	76.28	View chart
Carrier Global Corporation (CARR)	0.0	$71k		1.2k	58.13	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$70k		1.9k	35.91	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$69k		733.00	93.48	View chart
Oxford Industries (OXM)	0.0	$67k		600.00	112.40	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$67k		69.00	970.48	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$67k		1.0k	66.57	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	0.0	$66k		2.7k	24.12	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$64k		162.00	397.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$64k		313.00	205.72	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$58k		2.6k	22.75	View chart
Honeywell International (HON)	0.0	$57k		277.00	204.88	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.0	$56k		1.0k	55.50	View chart
Bristol Myers Squibb (BMY)	0.0	$55k		1.0k	54.23	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$55k		784.00	69.96	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$53k	+49%	2.3k	23.38	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$52k		1.4k	36.19	View chart
Qualcomm (QCOM)	0.0	$52k	+30%	307.00	169.27	View chart
Sap Se Spon Adr (SAP)	0.0	$52k	+9%	264.00	195.03	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$50k		2.3k	22.16	View chart
Novo-nordisk A S Adr (NVO)	0.0	$49k	NEW	380.00	128.40	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 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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