Cherry Tree Wealth Management, LLC - Q2 2023 holdings

$343 Million is the total value of Cherry Tree Wealth Management, LLC's 615 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q2 2023
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-08-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SER TR5Q2 20246.6%
VANGUARD BD INDEX FDS5Q2 20245.4%
SPDR SER TR5Q2 20245.6%
VANGUARD INDEX FDS5Q2 20244.6%
SPDR SER TR5Q2 20244.0%
VANGUARD TAX-MANAGED FDS5Q2 20243.3%
ISHARES TR5Q2 20243.2%
VANGUARD WHITEHALL FDS5Q2 20243.1%
VANGUARD INDEX FDS5Q2 20243.2%
DIMENSIONAL ETF TRUST5Q2 20242.8%

View Cherry Tree Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-08-06
13F-HR2024-05-01
13F-HR2024-02-06
13F-HR2023-11-14
13F-HR2023-08-09

View Cherry Tree Wealth Management, LLC's complete filings history.

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