Cherry Tree Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $21.72M | 4.6% |
| VANGUARD BD INDEX FDS | $20.16M | 4.3% |
| SPDR SERIES TRUST | $20.10M | 4.2% |
| VANGUARD INDEX FDS | $18.88M | 4.0% |
| VANGUARD TAX-MANAGED FDS | $18.69M | 3.9% |
| ISHARES TR | $16.59M | 3.5% |
| VANGUARD WHITEHALL FDS | $13.21M | 2.8% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $13.09M | 2.8% |
| VANGUARD INDEX FDS | $12.41M | 2.6% |
| DIMENSIONAL ETF TRUST | $12.32M | 2.6% |
| VANGUARD INDEX FDS | $12.28M | 2.6% |
| VANGUARD SCOTTSDALE FDS | $10.91M | 2.3% |
| SCHWAB STRATEGIC TR | $10.51M | 2.2% |
| VANGUARD INTL EQUITY INDEX F | $10.40M | 2.2% |
| VANGUARD BD INDEX FDS | $10.21M | 2.2% |
| VANGUARD MALVERN FDS | $8.71M | 1.8% |
| SCHWAB STRATEGIC TR | $8.10M | 1.7% |
| VANGUARD WHITEHALL FDS | $7.96M | 1.7% |
| AMERICAN CENTY ETF TR | $7.95M | 1.7% |
| VANGUARD MUN BD FDS | $7.31M | 1.5% |
| VANGUARD INTL EQUITY INDEX F | $6.84M | 1.4% |
| VANGUARD STAR FDS | $6.49M | 1.4% |
| INVESCO EXCHANGE TRADED FD T | $6.32M | 1.3% |
| DIMENSIONAL ETF TRUST | $6.10M | 1.3% |
| ISHARES TR | $5.92M | 1.3% |
| AMERICAN CENTY ETF TR | $5.75M | 1.2% |
| DIMENSIONAL ETF TRUST | $5.39M | 1.1% |
| INVESCO EXCH TRADED FD TR II | $4.78M | 1.0% |
| SCHWAB STRATEGIC TR | $4.76M | 1.0% |
| ISHARES TR | $4.59M | 1.0% |
| VANGUARD INDEX FDS | $4.58M | 1.0% |
| DIMENSIONAL ETF TRUST | $4.55M | 1.0% |
| VANGUARD INDEX FDS | $4.40M | 0.9% |
| ISHARES TR | $4.23M | 0.9% |
| DIMENSIONAL ETF TRUST | $3.98M | 0.8% |
| MICROSOFT CORP | $3.86M | 0.8% |
| Titan Machinery Inc. | $3.64M | 0.8% |
| AMERICAN CENTY ETF TR | $3.63M | 0.8% |
| Apple Inc. | $3.61M | 0.8% |
| DIMENSIONAL ETF TRUST | $3.60M | 0.8% |
| VANGUARD INSTL INDEX FD | $3.58M | 0.8% |
| VANGUARD INDEX FDS | $3.47M | 0.7% |
| SCHWAB STRATEGIC TR | $3.06M | 0.6% |
| T Rowe Price Group Inc | $2.88M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $2.81M | 0.6% |
| DIMENSIONAL ETF TRUST | $2.50M | 0.5% |
| iShares MSCI UAE ETF | $2.45M | 0.5% |
| SPDR S&P 500 ETF TR | $2.30M | 0.5% |
| ISHARES TR | $2.17M | 0.5% |
| EA SERIES TRUST | $2.03M | 0.4% |