Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHERRY TREE WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 592 | 374,289,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 101 | $417,124 | 2,456 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 102 | $414,049 | 1,898 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FLEXSHARES TR | IBOXX 3R TARGT | 103 | $410,988 | 17,400 | 0.00 | 0.00 | 6,566 | 60.61 | 12-31-2023 |
| GRACO INC | COM | 104 | $397,188 | 4,578 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
