Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 5 | Q2 2024 | 6.6% |
VANGUARD BD INDEX FDS | 5 | Q2 2024 | 5.4% |
SPDR SER TR | 5 | Q2 2024 | 5.6% |
VANGUARD INDEX FDS | 5 | Q2 2024 | 4.6% |
SPDR SER TR | 5 | Q2 2024 | 4.0% |
VANGUARD TAX-MANAGED FDS | 5 | Q2 2024 | 3.3% |
ISHARES TR | 5 | Q2 2024 | 3.2% |
VANGUARD WHITEHALL FDS | 5 | Q2 2024 | 3.1% |
VANGUARD INDEX FDS | 5 | Q2 2024 | 3.2% |
DIMENSIONAL ETF TRUST | 5 | Q2 2024 | 2.8% |
View Cherry Tree Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-06 |
13F-HR | 2024-05-01 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-09 |
View Cherry Tree Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.