Instuitional Investor - Cherry Tree Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherry Tree Wealth Management, Llc |
| Portfolio Value | $473,608,191 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 642,325 | $21,716,999 | 4.59% | |
| 2. | BND | 272,186 | $20,160,815 | 4.26% | |
| 3. | Spdr Series Trust | 665,617 | $20,101,643 | 4.24% | |
| 4. | Vanguard Index Fds - VALUE ETF | 98,869 | $18,883,076 | 3.99% | |
| 5. | Vanguard Tax-Managed Fds | 299,201 | $18,691,085 | 3.95% |