Instuitional Investor - Cherry Tree Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Cherry Tree Wealth Management, Llc |
Portfolio Value | $374,289,390 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 679,974 | $22,323,550 | 5.96% | |
2. | BND | 275,053 | $20,230,179 | 5.4% | |
3. | Spdr Series Trust | 630,648 | $18,780,691 | 5.01% | |
4. | Vanguard Index Fds | 102,314 | $15,295,951 | 4.08% | |
5. | Spdr Ser Tr | 386,747 | $11,830,597 | 3.16% |