Cherry Tree Wealth Management, LLC Incresed Positions in Q3 2025

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
14.9K
+ 17.8%
$68.33 - $72.69 $1.02M - $1.08M
98.7K $7.13B
IVV
Ishares Core S&P 500 ETF

ETFs
414
+ 1.8%
$620.67 - $670.08 $257K - $277K
23.4K $15.7B
VTV
Vanguard Value ETF

ETFs
2.02K
+ 2.08%
$175.51 - $186.57 $354K - $376K
99.1K $18.5B
VEA
Vanguard Ftse Developed Market

ETFs
7.9K
+ 2.8%
$56.02 - $60.3 $443K - $477K
290K $17.4B
VB
Vanguard Small Cap ETF

ETFs
1.72K
+ 3.91%
$237.58 - $259.17 $408K - $446K
45.6K $11.6B
DUHP
Dimensional ETF Tr Dimensional

ETFs
24K
+ 30.2%
$35.76 - $37.93 $858K - $910K
103K $3.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 33.41%
$567.77 - $614.76 $785K - $850K
5.52K $3.38B
VBR
Vanguard Small Cap Value ETF

ETFs
1K
+ 1.75%
$195.41 - $212.37 $196K - $213K
58.4K $12.2B
SPSB
Spdr Portfolio Short Term Corp

ETFs
29.8K
+ 4.87%
$30.02 - $30.29 $894K - $902K
641K $19.4B
FNDF
Schwab Fundamental Intl Large

ETFs
5.36K
+ 2.39%
$39.84 - $43.15 $213K - $231K
230K $9.86B
FNDC
Schwab Fundamental Intl Small

ETFs
5.45K
+ 3.13%
$41.81 - $45.21 $228K - $246K
180K $7.99B
VTI
Vanguard Total Stock Market Et

ETFs
826
+ 6.43%
$303.93 - $329.86 $251K - $272K
13.7K $4.49B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.76K
+ 5.98%
$78.11 - $79.07 $528K - $535K
120K $9.46B
AVUV
American Centy ETF Tr Avantis

ETFs
2.96K
+ 9.61%
$90.37 - $102.12 $268K - $302K
33.8K $3.36B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.79K
+ 2.11%
$68.24 - $73.73 $122K - $132K
86.7K $6.37B
Dimensional ETF Trust
14.3K
+ 10.93%
N/A
145K $3.96B
FLRN
Spdr Bloomberg Investment Grad

ETFs
14K
+ 3.48%
$30.71 - $30.86 $430K - $432K
416K $12.8B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6
+ 0.01%
$79.76 - $85.78 $479 - $515
87.5K $7.41B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.94K
+ 4.38%
$48.5 - $50.19 $239K - $248K
118K $5.89B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.59K
+ 2.7%
$78.96 - $80.04 $283K - $287K
137K $10.9B
Graniteshares ETF Tr
3.38K
+ 322.73%
N/A
4.43K $414M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.04K
+ 2.68%
$21.69 - $23.34 $109K - $118K
193K $4.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
464
+ 1.54%
$181.56 - $190.33 $84.2K - $88.3K
30.5K $5.79B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.19K
+ 3.19%
$49.78 - $50.75 $258K - $263K
168K $8.5B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.79K
+ 11.76%
$63.41 - $69.69 $177K - $194K
26.5K $1.81B
DFAX
Dimensional ETF Tr
349
+ 0.33%
$29.25 - $31.56 $10.2K - $11K
108K $3.38B
DISV
Dimensional ETF Tr Dimensional

ETFs
4.78K
+ 37.65%
$32.78 - $35.79 $157K - $171K
17.5K $623M
VNQ
Vanguard Specialized Funds Van

ETFs
729
+ 1.45%
$88.47 - $93.24 $64.5K - $68K
50.9K $4.65B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.02K
+ 13.43%
$50.47 - $50.74 $152K - $153K
25.5K $1.29B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.86K
+ 2.55%
$23.13 - $23.54 $112K - $114K
196K $4.59B
DFIV
Dimensional ETF Tr

ETFs
333
+ 1.04%
$42.66 - $46.53 $14.2K - $15.5K
32.3K $1.49B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.29K
+ 34.91%
$24.97 - $25.78 $107K - $110K
16.6K $424M
Ishares Tr
3.88K
+ 76.82%
N/A
8.92K $234M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.93K
+ 55.69%
$22.84 - $22.95 $89.8K - $90.3K
11K $252M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.79K
+ 67.26%
$22.36 - $22.52 $84.8K - $85.4K
9.43K $212M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.44K
+ 1.12%
$25.24 - $25.56 $61.5K - $62.3K
221K $5.64B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
854
+ 5.29%
$30.13 - $33.37 $25.7K - $28.5K
17K $567M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
284
+ 1.6%
$53.81 - $57.52 $15.3K - $16.3K
18.1K $1.04B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.52K
+ 2.08%
$22.9 - $23.58 $34.8K - $35.9K
74.8K $1.76B
IXUS
Ishares Tr

ETFs
13
+ 0.15%
$76.35 - $82.58 $993 - $1.07K
8.43K $696M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.41%
N/A
2.47K $533M
VO
Vanguard Mid Cap ETF

ETFs
59
+ 13.41%
$279.83 - $293.74 $16.5K - $17.3K
499 $147M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
556
+ 1.12%
$20.77 - $21.32 $11.5K - $11.9K
50.3K $1.07B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
64
+ 2.56%
$84.28 - $89.46 $5.39K - $5.73K
2.56K $228M
IBDV
Ishares Tr

Technology
291
+ 0.42%
$21.75 - $22.22 $6.33K - $6.47K
69K $1.53B
IQLT
Ishares Msci Intl Quality Fact

ETFs
233
+ 5.27%
$41.43 - $44.2 $9.65K - $10.3K
4.66K $206M
LRMR
Larimar Therapeutics, Inc.

Healthcare
2.65K
+ 24.92%
$2.88 - $5.1 $7.62K - $13.5K
13.3K $42.8M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
113
+ 3.69%
$39.39 - $42.09 $4.45K - $4.76K
3.18K $133M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
427
+ 216.75%
$23.21 - $23.49 $9.91K - $10K
624 $14.6M
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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