Instuitional Investor - Cherry Tree Wealth Management, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 667,254 | $22,406,386 | 5.21% | |
2. | BND | 273,996 | $20,174,327 | 4.69% | |
3. | Spdr Series Trust | 610,984 | $18,445,611 | 4.29% | |
4. | Vanguard Index Fds - VALUE ETF | 97,089 | $17,159,449 | 3.99% | |
5. | Vanguard Tax-Managed Fds | 282,425 | $16,101,076 | 3.74% |