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Home > Institutional Investor > Cherry Tree Wealth Management, Llc > Profile

Instuitional Investor - Cherry Tree Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Cherry Tree Wealth Management, Llc
Portfolio Value $404,051,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 679,885 $22,273,045 5.51%
2.
Vanguard Bond Index Funds
 BND 278,762 $20,045,748 4.96%
3.
Spdr Series Trust
 619,278 $18,491,635 4.57%
4.
Vanguard Index Fds
 97,782 $16,554,567 4.09%
5.
Ishares Trust
 IEF 22,015 $12,959,776 3.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)