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 |
|---|---|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | QLT DIV DEF IDX | 201 | $110,264 | 1,682 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD WORLD FD | FINANCIALS ETF | 202 | $110,168 | 1,103 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 203 | $109,559 | 459 | 0.00 | 0.00 | -7 | -1.50 | 06-30-2024 |
| ISHARES TR | IBONDS 2026 TERM | 204 | $108,136 | 4,720 | 0.00 | 0.00 | 4,273 | 955.93 | 06-30-2024 |
