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
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