Cherry Tree Wealth Management, LLC Purchases in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
39.8K
New
$30.74 - $34.07 $1.22M - $1.36M
39.8K $1.36B
Dimensional ETF Trust
33.7K
+ 38.81%
N/A
120K $3.48B
VEA
Vanguard Ftse Developed Market

ETFs
6.2K
+ 2.35%
$47.6 - $53.31 $295K - $330K
270K $14.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.74K
+ 16.32%
$162.83 - $179.16 $609K - $670K
26.7K $4.78B
FNDF
Schwab Fundamental Intl Large

ETFs
5.03K
+ 2.32%
$33.67 - $37.71 $169K - $190K
222K $8.3B
VEU
Vanguard Ftse All World Ex Us

ETFs
160
+ 0.11%
$56.47 - $63.69 $9.04K - $10.2K
148K $9.32B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
23.5K
+ 18.32%
$23.63 - $24.42 $555K - $573K
152K $3.69B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20.5K
+ 13.01%
$24.62 - $25.59 $504K - $524K
178K $4.54B
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.54K
+ 1.57%
$29.58 - $30.31 $282K - $289K
619K $18.7B
AVLV
American Centy ETF Tr Avantis
5.71K
+ 7.91%
$60.05 - $65.83 $343K - $376K
77.9K $5.13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
275
+ 0.22%
$41.9 - $48.26 $11.5K - $13.3K
126K $6.03B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.12K
+ 1.57%
$76.94 - $79.54 $163K - $169K
137K $10.9B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.13K
+ 1.37%
$58.03 - $65.37 $65.6K - $73.9K
83.6K $5.41B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.96K
+ 0.81%
$11.52 - $12.52 $45.6K - $49.6K
492K $6.07B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.98K
+ 4.52%
$36.98 - $41.55 $147K - $165K
92.1K $3.79B
AVEM
American Centy ETF Tr Avantis

ETFs
2.27K
+ 3.48%
$57.2 - $65.59 $130K - $149K
67.6K $4.37B
AAPL
Apple Inc.

Technology
2
+ 0.01%
$207.23 - $234.82 $414 - $470
14K $3.26B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.4K
+ 45.41%
$20.12 - $21.28 $229K - $242K
36.5K $774M
IBDV
Ishares Tr

Technology
9.44K
+ 22.22%
$21.11 - $22.24 $199K - $210K
51.9K $1.15B
VTI
Vanguard Total Stock Market Et

ETFs
92
+ 0.68%
$255.18 - $283.2 $23.5K - $26.1K
13.6K $3.86B
DFAX
Dimensional ETF Tr
1.98K
+ 2.09%
$24.29 - $27.25 $48.1K - $53.9K
96.6K $2.61B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.5K
+ 19.13%
$23.75 - $23.75 $178K - $178K
46.7K $1.14B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
300
+ 0.73%
$59.93 - $66.52 $18K - $20K
41.5K $2.76B
DFAS
Dimensional ETF Tr U S Small C

ETFs
568
+ 2.35%
$59.25 - $65.33 $33.7K - $37.1K
24.7K $1.6B
HBAN
Huntington Bancshares Inc

Financial Services
9.2K
New
$12.84 - $15.15 $118K - $139K
9.2K $135M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.31K
+ 3.61%
$45.2 - $47.87 $59.3K - $62.9K
37.7K $1.79B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39
+ 0.14%
$96.25 - $101.98 $3.75K - $3.98K
27.6K $2.79B
DFIV
Dimensional ETF Tr

ETFs
824
+ 2.63%
$34.66 - $38.38 $28.6K - $31.6K
32.2K $1.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
426
+ 0.57%
$49.93 - $51.15 $21.3K - $21.8K
75.7K $3.87B
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
4.01K
+ 234.07%
$22.96 - $23.97 $92K - $96K
5.72K $136M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.79K
+ 10.79%
$50.25 - $50.74 $89.9K - $90.8K
18.4K $933M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6
+ 0.02%
$54.98 - $59.51 $330 - $357
32.6K $1.94B
VIG
Vanguard Dividend Appreciation

ETFs
161
+ 6.35%
$182.15 - $182.15 $29.3K - $29.3K
2.7K $534M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.11K
+ 54.08%
$24.34 - $25.83 $51.4K - $54.6K
6.02K $155M
GIS
General Mills Inc

Consumer Defensive
40
+ 0.83%
$62.5 - $75.15 $2.5K - $3.01K
4.88K $360M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.66K
+ 3.64%
$24.78 - $25.11 $41.2K - $41.8K
47.4K $1.19B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
84
+ 51.85%
$386.81 - $423.12 $32.5K - $35.5K
246 $104M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
358
+ 19.11%
$75.88 - $83.21 $27.2K - $29.8K
2.23K $186M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.14%
$145.48 - $167.38 $436 - $502
2.2K $356M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
769
+ 4.28%
$21.61 - $22.87 $16.6K - $17.6K
18.7K $425M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.29K
+ 27.29%
$22.76 - $23.41 $29.3K - $30.2K
6.01K $141M
XEL
Xcel Energy Inc

Utilities
10
+ 0.37%
$52.11 - $65.3 $521 - $653
2.68K $175M
Ishares Tr
1.18K
New
N/A
1.18K $31.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
482
+ 7.0%
$39.37 - $41.68 $19K - $20.1K
7.36K $305M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$160.76 - $177.82 $322 - $356
3.75K $649M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
687
+ 5.54%
$24.38 - $25.2 $16.7K - $17.3K
13.1K $329M
MU
Micron Technology Inc

Technology
231
New
$86.27 - $136.82 $19.9K - $31.6K
231 $24M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
788
New
$28.45 - $30.18 $22.4K - $23.8K
788 $23.7M
BBUS
J P Morgan Exchg Traded Fd

ETFs
208
New
$93.22 - $103.58 $19.4K - $21.5K
208 $21.5M
Activity Summary
Buys All Purchases 107 New Holdings 24 Increased Positions 83 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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