Cherry Tree Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Minnetonka, MN
CIK
0001985414
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 613 421,813 SPIB, BND, SPSB, VTV 13F-HR 11/12/2024 000198541424000004
Q2 2024 596 398,129 SPIB, BND, SPSB, VTV 13F-HR 8/6/2024 000198541424000003
Q1 2024 595 397,630 SPIB, BND, SPSB, VTV 13F-HR 5/1/2024 000198541424000002
Q4 2023 592 374,289 SPIB, BND, SPSB, VTV 13F-HR 2/6/2024 000198541424000001
Q3 2023 585 341,224 SPIB, SPSB, BND, VTV 13F-HR 11/14/2023 000198541423000002
Q2 2023 615 343,318 SPSB, SPIB, BND, VTV 13F-HR 8/9/2023 000198541423000001