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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 51 | $1,658,748 | 36,392 | 0.00 | 0.00 | 2,167 | 6.33 | 06-30-2024 |
| ISHARES TR | IBONDS 24 TRM TS | 52 | $1,618,123 | 67,478 | 0.00 | 0.00 | 4,182 | 6.61 | 06-30-2024 |
| WISDOMTREE TR | US HIGH DIVIDEND | 53 | $1,519,744 | 17,966 | 0.00 | 0.00 | -3,078 | -14.63 | 06-30-2024 |
| EMERSON ELEC CO | COM | 54 | $1,492,008 | 13,544 | 0.00 | 0.00 | -1,817 | -11.83 | 06-30-2024 |
