Instuitional Investor - Cherry Tree Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 650,076 | $21,803,543 | 4.61% | |
| 2. | Spdr Series Trust | 701,304 | $21,088,221 | 4.46% | |
| 3. | BND | 280,718 | $20,672,105 | 4.37% | |
| 4. | Vanguard Tax-Managed Fds | 301,466 | $19,317,961 | 4.09% | |
| 5. | Vanguard Index Fds - VALUE ETF | 94,311 | $18,503,906 | 3.91% |