$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
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.