CIK 1985414
Cherry Tree Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
586
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 642K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 272K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 666K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 99K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 299K | $1M+ | SH |
| IVV | ISHARES TR | 24K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 92K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 426K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 59K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 311K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 137K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 232K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 141K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 130K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 176K | $1M+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 182K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 88K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 105K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 145K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 127K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 86K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 33K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 131K | $1M+ | SH |
| IBDT | ISHARES TR | 233K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 75K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 91K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 67K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 198K | $1M+ | SH |
| IBDU | ISHARES TR | 196K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 120K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| IBDS | ISHARES TR | 174K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 151K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| TITN | TITAN MACHY INC | 242K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 36K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 110K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 47K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 117K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 28K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 49K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| ITOT | ISHARES TR | 16K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| AGG | ISHARES TR | 22K | $1M+ | SH |
| USEW | EA SERIES TRUST | 40K | $1M+ | SH |