Cherry Tree Wealth Management, LLC Incresed Positions in Q1 2025

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
28.4K
+ 74755.26%
$91.57 - $116.93 $2.6M - $3.32M
28.4K $2.61B
VEA
Vanguard Ftse Developed Market

ETFs
12K
+ 4.46%
$47.4 - $52.99 $569K - $637K
282K $14.3B
FLRN
Spdr Bloomberg Investment Grad

ETFs
42.2K
+ 11.79%
$30.71 - $30.87 $1.3M - $1.3M
400K $12.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.1K
+ 54.38%
$56.17 - $59.71 $962K - $1.02M
48.6K $2.78B
FNDF
Schwab Fundamental Intl Large

ETFs
4.67K
+ 2.12%
$32.9 - $37.45 $154K - $175K
225K $8.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.84K
+ 1.74%
$71.17 - $73.66 $345K - $357K
284K $20.8B
DUHP
Dimensional ETF Tr Dimensional

ETFs
24.3K
+ 52.65%
$32.57 - $35.82 $792K - $871K
70.5K $2.34B
SPSB
Spdr Portfolio Short Term Corp

ETFs
16K
+ 2.58%
$29.82 - $30.1 $477K - $482K
635K $19.1B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.6K
+ 193.2%
$51.45 - $58.51 $595K - $677K
17.5K $909M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.05K
+ 1.04%
$32.5 - $33.3 $229K - $235K
687K $22.8B
FNDC
Schwab Fundamental Intl Small

ETFs
3.82K
+ 2.17%
$33.34 - $37.44 $127K - $143K
180K $6.51B
VTV
Vanguard Value ETF

ETFs
685
+ 0.7%
$167.73 - $179.21 $115K - $123K
98.5K $17B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.34K
+ 3.94%
$76.94 - $78.28 $334K - $340K
115K $8.97B
DFAX
Dimensional ETF Tr
9.78K
+ 9.96%
$24.45 - $27.2 $239K - $266K
108K $2.83B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.78K
+ 1.79%
$48.43 - $49.9 $135K - $139K
158K $7.91B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.75K
+ 4.64%
$24.79 - $25.26 $242K - $246K
220K $5.55B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.72K
+ 5.4%
$23.9 - $24.18 $208K - $211K
170K $4.12B
AVEM
American Centy ETF Tr Avantis

ETFs
1.26K
+ 1.88%
$57.11 - $62.4 $72K - $78.7K
68.2K $4.1B
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 2.07%
$85.55 - $94.34 $88.7K - $97.8K
51K $4.62B
Dimensional ETF Trust
2.42K
+ 1.94%
N/A
127K $3.34B
IBDV
Ishares Tr

Technology
4.6K
+ 7.92%
$21.11 - $21.73 $97K - $99.8K
62.6K $1.36B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
288
+ 177.78%
$408.78 - $448.82 $118K - $129K
450 $189M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.76K
+ 11.47%
$20.1 - $20.8 $95.7K - $99K
46.2K $960M
IEFA
Ishares Tr

ETFs
67
+ 0.33%
$69.57 - $78.65 $4.66K - $5.27K
20.5K $1.55B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.72K
+ 1.16%
$39.96 - $43.3 $68.7K - $74.4K
150K $6.17B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
546
+ 2.04%
$95.85 - $99.25 $52.3K - $54.2K
27.3K $2.7B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.9K
+ 8.17%
N/A
51.6K $1.25B
LLY
Eli Lilly & CO

Healthcare
9
+ 0.59%
$725.72 - $929.72 $6.53K - $8.37K
1.54K $1.27B
RSP
Invesco S&P 500 Equal Weight E

ETFs
866
+ 2.86%
$169.43 - $182.84 $147K - $158K
31.1K $5.39B
DFAI
Dimensional ETF Tr

ETFs
2K
+ 21.24%
$28.88 - $32.4 $57.8K - $64.8K
11.4K $356M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.46K
+ 7.14%
$50.39 - $50.66 $73.7K - $74.1K
22K $1.11B
EFV
Msci Eafe Value ETF

ETFs
62
+ 0.64%
$51.88 - $60.73 $3.22K - $3.77K
9.73K $574M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.45K
+ 48.81%
$36.91 - $41.03 $53.6K - $59.5K
4.42K $176M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.32K
+ 36.18%
$24.21 - $25.09 $56.2K - $58.2K
8.73K $218M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
542
+ 29.65%
$97.38 - $104.52 $52.8K - $56.6K
2.37K $242M
XLP
Consumer Staples Sector Spdr

ETFs
624
+ 23.73%
N/A
3.25K $266M
JNJ
Johnson & Johnson

Healthcare
50
+ 2.27%
$142.06 - $167.7 $7.1K - $8.39K
2.25K $374M
XOM
Exxon Mobil Corp

Energy
319
+ 23.35%
$105.44 - $118.93 $33.6K - $37.9K
1.69K $200M
AVLV
American Centy ETF Tr Avantis
2.6K
+ 3.36%
$63.51 - $70.42 $165K - $183K
80.1K $5.22B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.08K
+ 46.51%
$22.77 - $22.94 $47.2K - $47.6K
6.54K $150M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.92K
+ 78.9%
$19.0 - $19.66 $36.4K - $37.7K
4.35K $85.5M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.69K
+ 72.54%
$21.77 - $22.25 $36.8K - $37.6K
4.02K $89.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
165
+ 1.26%
$26.09 - $30.21 $4.3K - $4.98K
13.3K $387M
Ishares Tr
1.47K
+ 152.01%
N/A
2.44K $62.4M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.61K
+ 26.85%
$23.13 - $23.41 $37.3K - $37.8K
7.62K $177M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
970
+ 121.86%
$34.25 - $37.6 $33.2K - $36.5K
1.77K $65M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
1.6K
+ 253.09%
$23.15 - $23.78 $37K - $38K
2.23K $51.7M
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 2.3%
$225.19 - $279.95 $16.4K - $20.4K
3.24K $795M
GLD
Spdr Gold Trust

ETFs
73
+ 23.93%
$243.19 - $288.14 $17.8K - $21K
378 $109M
Activity Summary
Buys All Purchases 281 New Holdings 121 Increased Positions 160 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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