Instuitional Investor - Cherry Tree Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 664,601 | $22,523,332 | 4.94% | |
| 2. | BND | 269,234 | $20,022,932 | 4.4% | |
| 3. | Spdr Series Trust | 640,765 | $19,408,783 | 4.26% | |
| 4. | Vanguard Index Fds - VALUE ETF | 99,105 | $18,482,133 | 4.06% | |
| 5. | Vanguard Tax-Managed Fds | 290,328 | $17,396,440 | 3.82% |