Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHERRY TREE WEALTH MANAGEMENT LLC | 08-06-2024 | 06-30-2024 | 596 | 398,129,370 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 1 | $22,611,823 | 694,466 | 0.01 | 0.01 | 14,492 | 2.13 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $20,334,939 | 282,234 | 0.01 | 0.01 | 7,181 | 2.61 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 3 | $18,094,042 | 609,227 | 0.00 | 0.01 | -21,421 | -3.40 | 06-30-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $16,271,155 | 101,435 | 0.00 | 0.00 | -879 | -0.86 | 06-30-2024 |
