Instuitional Investor - Cherry Tree Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherry Tree Wealth Management, Llc |
| Portfolio Value | $414,680,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 686,938 | $22,833,821 | 5.51% | |
| 2. | BND | 283,606 | $20,830,871 | 5.02% | |
| 3. | Spdr Series Trust | 635,280 | $19,121,934 | 4.61% | |
| 4. | Vanguard Index Fds - VALUE ETF | 98,467 | $17,009,112 | 4.1% | |
| 5. | Vanguard Tax-Managed Fds | 281,616 | $14,314,519 | 3.45% |
