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
VANECK ETF TRUST GOLD MINERS ETF 101 $457,105 13,472 0.00 0.00 -696 -4.91 06-30-2024
ISHARES TR MSCI EAFE MIN VL 102 $455,871 6,573 0.00 0.00 -759 -10.35 06-30-2024
VANGUARD INDEX FDS LARGE CAP ETF 103 $453,310 1,816 0.00 0.00 -82 -4.32 06-30-2024
SELECT SECTOR SPDR TR SBI INT-UTILS 104 $452,178 6,636 0.00 0.00 -321 -4.61 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6