Cherry Tree Wealth Management, LLC — Q2 2025 13F Holdings

Name: Cherry Tree Wealth Management, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001985414

Total reported value

$472.7M

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Full holdings list this quarter

Showing top 200 holdings (of 606 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	5.21%	—	-2.87%
2	BND	Vanguard Total Bond Market	ETF-Other	4.69%	+0.11%	-3.39%
3	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	4.29%	+0.22%	-3.82%
4	VTV	Vanguard Value ETF	ETF-Other	3.99%	-0.08%	-1.40%
5	VEA	Vanguard Ftse Developed ETF	ETF-Other	3.74%	+0.14%	+0.29%
6	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.32%	-0.21%	-0.51%
7	FLRN	Ss Spdr Bb Ig Float Rt ETF	ETF-Other	2.88%	+0.08%	+0.48%
8	VYM	Vanguard High Dvd Yield ETF	ETF-Other	2.87%	+0.07%	-1.06%
9	DFAC	Dimensional US Core Equity 2	ETF-Other	2.80%	-0.10%	+0.53%
10	VBR	Vanguard Small-cap Value ETF	ETF-Other	2.60%	-0.04%	-0.41%
11	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.46%	—	-1.62%
12	VB	Vanguard Small-cap ETF	ETF-Other	2.42%	+0.07%	+2.84%
13	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	2.22%	—	-3.20%
14	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	2.09%	+0.08%	-0.40%
15	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.07%	+0.05%	-1.30%
16	VTIP	Vanguard Short-term Tips	ETF-Other	1.90%	+0.16%	+2.72%
17	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-Other	1.70%	+0.06%	-3.17%
18	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	1.63%	+0.07%	-1.25%
19	DFUV	Dimensional US Marketwide Va	ETF-Other	1.47%	+0.04%	-0.06%
20	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.41%	-0.03%	-1.29%
21	VXUS	Vanguard Total Intl Stock	ETF-Other	1.36%	—	-0.28%
22	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	1.33%	+0.13%	+4.66%
23	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	1.29%	—	-0.60%
24	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.29%	—	+39.15%
25	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.27%	—	-3.41%
26	DFAT	Dimensional US Target Value	ETF-Other	1.25%	—	+0.29%
27	SPLV	Invesco S&p 500 Low Volatili	ETF-Large Cap & Growth	1.24%	—	-3.21%
28	TITN	Titan Machinery INC	Stock-Other	1.11%	+0.10%	+1.85%
29	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	1.11%	—	+2.03%
30	VNQ	Vanguard Real Estate ETF	ETF-Other	1.04%	+0.05%	-1.73%
31	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	1.03%	—	-1.68%
32	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	0.98%	—	+1.82%
33	SCHF	Schwab Intl Equity ETF	ETF-Other	0.96%	—	+3.08%
34	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.91%	-0.06%	-1.61%
35	MSFT	Microsoft CORP	Stock-Tech	0.89%	-0.18%	-2.14%
36	DFGR	Dim Global Real Estate ETF	ETF-Other	0.81%	+0.05%	+2.69%
37	DFAX	Dimensional World Ex US Core	ETF-Other	0.73%	—	-0.57%
38	SCHB	Schwab US Broad Market ETF	ETF-Other	0.67%	-0.04%	+0.65%
39	DUHP	Dimensional US High Profi Et	ETF-Other	0.66%	—	+12.62%
40	TROW	T Rowe Price Group INC	Stock-Financials	0.65%	-0.07%	+2.30%
41	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.65%	+0.07%	+5.04%
42	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.65%	-0.09%	+1.23%
43	AAPL	Apple INC	Stock-Tech	0.64%	-0.06%	-2.41%
44	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.60%	—	-5.03%
45	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.55%	-0.04%	+2.27%
46	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.53%	-0.04%	+0.56%
47	VRP	Invesco Variable Rate Prefer	ETF-Other	0.51%	-0.10%	-0.50%
48	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.49%	-0.06%	—
49	VGIT	Vanguard Intermediate-term T	ETF-Other	0.41%	—	-6.88%
50	EMR	Emerson Electric Co	Stock-Industrials	0.41%	—	—

1–50 of 200