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Cherry Tree Wealth Management, LLC

All holdings · as of Dec 31, 2025

586 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$1.83M26,2320.4%
NVIDIA Corp$1.78M9,5640.4%
J P MORGAN EXCHANGE TRADED F$1.76M34,8740.4%
WISDOMTREE TR$1.74M17,1100.4%
VANGUARD INDEX FDS$1.74M3,5590.4%
VANGUARD SCOTTSDALE FDS$1.71M28,5720.4%
SCHWAB STRATEGIC TR$1.67M62,0710.4%
ISHARES TR$1.64M18,3420.3%
ELI LILLY & Co$1.63M1,5160.3%
SCHWAB STRATEGIC TR$1.61M68,8420.3%
ISHARES TR$1.61M72,7600.3%
DIMENSIONAL ETF TRUST$1.61M32,1700.3%
EMERSON ELECTRIC CO$1.60M12,0670.3%
VANGUARD INTL EQUITY INDEX F$1.59M11,1130.3%
SPDR SERIES TRUST$1.29M16,1250.3%
iShares MSCI UAE ETF$1.26M13,3730.3%
INVESCO EXCH TRADED FD TR II$1.15M47,3250.2%
3M CO$1.15M7,1650.2%
ISHARES TR$1.12M52,7360.2%
Alphabet Inc.$1.10M3,5140.2%
ISHARES TR$1.08M4,3970.2%
Medtronic plc$1.07M11,1140.2%
J P MORGAN EXCHANGE TRADED F$1.03M17,6790.2%
ISHARES TR$983.1K40,5740.2%
VANGUARD WORLD FD$952.0K7,8700.2%
FLEXSHARES TR$949.7K19,3330.2%
JPMORGAN CHASE & CO$917.7K2,8480.2%
AMERICAN EXPRESS CO$917.3K2,4800.2%
ISHARES INC$915.5K13,6190.2%
INVESCO EXCH TRADED FD TR II$782.3K69,6020.2%
iShares MSCI UAE ETF$781.6K3,9350.2%
Alphabet Inc.$768.4K2,4490.2%
ISHARES TR$716.3K10,0310.2%
PIMCO ETF TR$712.6K13,2790.2%
iShares MSCI UAE ETF$702.5K8,2990.1%
DIMENSIONAL ETF TRUST$690.6K18,1750.1%
VANECK ETF TRUST$689.2K8,0350.1%
PROCTER & GAMBLE Co$587.7K4,1010.1%
VANGUARD INDEX FDS$564.1K1,7920.1%
SCHWAB STRATEGIC TR$562.4K17,1730.1%
DIMENSIONAL ETF TRUST$552.6K16,9660.1%
Tesla Inc$545.1K1,2120.1%
VANGUARD SPECIALIZED FUNDS$543.3K2,4720.1%
SELECT SECTOR SPDR TR$535.4K12,5420.1%
FIDELITY COVINGTON TRUST$531.3K2,3650.1%
Amazon.com Inc$529.3K2,2930.1%
ISHARES TR$499.4K19,5620.1%
ISHARES TR$499.4K12,6590.1%
US BANCORP \DE$494.5K9,2670.1%
ISHARES INC$489.6K7,6450.1%
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