Holdings
Cherry Tree Wealth Management, LLC
As of Sep 30, 2026, Cherry Tree Wealth Management, LLC reported 559 positions worth US$509M. Largest: Vanguard FTSE Developed Markets ETF, State Street SPDR Portfolio Intermediate Term Corporate Bond ETF and State Street SPDR Portfolio Short Term Corporate Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 369K | US$26M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | 675K | US$21.8M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 730K | US$21.6M | first report | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 94,012 | US$20.3M | first report | Sep 30, 2026 |
| Vanguard Total Bond Market ETF | 288K | US$20.2M | first report | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 23,844 | US$18.3M | first report | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 51,237 | US$14.6M | first report | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 89,140 | US$13.8M | first report | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap Value ETF | 55,888 | US$12.9M | first report | Sep 30, 2026 |
| Schwab Fundamental International Equity ETF | 225K | US$12.1M | first report | Sep 30, 2026 |