Cherry Tree Wealth Management, LLC Incresed Positions in Q2 2025

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
809
+ 0.29%
$45.65 - $57.01 $36.9K - $46.1K
282K $16.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.7K
+ 39.15%
$48.13 - $49.85 $1.53M - $1.58M
113K $5.53B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.76K
+ 0.53%
$29.12 - $35.84 $51.3K - $63.1K
336K $12B
VB
Vanguard Small Cap ETF

ETFs
1.21K
+ 2.84%
$193.73 - $237.37 $235K - $287K
43.9K $10.4B
TITN
Titan Machinery Inc.

Industrials
4.4K
+ 1.85%
$14.14 - $22.54 $62.2K - $99.1K
242K $4.79B
AVEM
American Centy ETF Tr Avantis

ETFs
1.39K
+ 2.03%
$53.08 - $68.54 $73.5K - $94.9K
69.6K $4.77B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.6K
+ 3.08%
$17.76 - $22.1 $99.5K - $124K
188K $4.15B
AVLV
American Centy ETF Tr Avantis
3.73K
+ 4.66%
$56.85 - $68.21 $212K - $255K
83.8K $5.72B
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.9K
+ 12.62%
$29.36 - $35.56 $261K - $316K
79.4K $2.82B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
782
+ 0.65%
$19.1 - $23.83 $14.9K - $18.6K
122K $2.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
92
+ 2.27%
$456.74 - $568.03 $42K - $52.3K
4.14K $2.35B
DFAT
Dimensional ETF Tr U S Target

ETFs
285
+ 0.29%
$44.8 - $53.97 $12.8K - $15.4K
99.5K $5.37B
AVUV
American Centy ETF Tr Avantis

ETFs
1.48K
+ 5.04%
$75.17 - $91.21 $111K - $135K
30.8K $2.81B
ITOT
Ishares Core S&P Total U.S. St

ETFs
93
+ 0.56%
$108.12 - $135.04 $10.1K - $12.6K
16.8K $2.26B
TROW
Price T Rowe Group Inc

Financial Services
655
+ 2.3%
$80.27 - $98.06 $52.6K - $64.2K
29.1K $2.81B
Dimensional ETF Trust
3.42K
+ 2.69%
N/A
131K $3.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
266
+ 0.43%
$19.6 - $24.44 $5.21K - $6.5K
62.7K $1.53B
IBDV
Ishares Tr

Technology
6.02K
+ 9.62%
$21.28 - $21.98 $128K - $132K
68.7K $1.51B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.54K
+ 40.55%
$24.31 - $25.29 $86.1K - $89.6K
12.3K $310M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.09K
+ 1.82%
$23.96 - $24.27 $74.1K - $75.1K
173K $4.21B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.48K
+ 7.51%
$20.23 - $21.04 $70.3K - $73.1K
49.7K $1.05B
QUAL
Ishares Msci Usa Quality Facto

ETFs
204
+ 5.31%
$152.42 - $182.82 $31.1K - $37.3K
4.05K $740M
Ishares Tr
2.61K
+ 106.67%
N/A
5.05K $131M
GOOG
Alphabet Inc.

Communication Services
14
+ 0.47%
$146.58 - $180.01 $2.05K - $2.52K
2.98K $528M
IXUS
Ishares Tr

ETFs
2
+ 0.02%
$62.37 - $77.63 $125 - $155
8.42K $651M
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.9K
+ 0.48%
$30.29 - $30.83 $57.6K - $58.7K
402K $12.4B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
236
+ 1.34%
$45.88 - $54.4 $10.8K - $12.8K
17.8K $967M
MMM
3 M CO

Industrials
104
+ 1.37%
$126.09 - $154.15 $13.1K - $16K
7.72K $1.18B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.3K
+ 73.39%
$32.86 - $40.05 $42.6K - $51.9K
3.06K $121M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
51
+ 4.59%
$180.84 - $240.32 $9.22K - $12.3K
1.16K $279M
AVDV
American Centy ETF Tr Avantis

ETFs
27
+ 0.7%
$61.76 - $79.32 $1.67K - $2.14K
3.86K $306M
Ishares Tr
1.37K
+ 65.93%
N/A
3.46K $90.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
533
+ 2.43%
$50.36 - $50.68 $26.8K - $27K
22.5K $1.14B
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.09K
+ 22.1%
$21.57 - $21.99 $23.5K - $23.9K
6.02K $132M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
158
+ 6.75%
$71.28 - $83.74 $11.3K - $13.2K
2.5K $209M
JEPI
J P Morgan Exchange Traded Fd

ETFs
597
+ 1.23%
$51.14 - $57.0 $30.5K - $34K
49.2K $2.8B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
31
+ 29.25%
$299.15 - $396.54 $9.27K - $12.3K
137 $54.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
322
+ 1.44%
$41.1 - $42.37 $13.2K - $13.6K
22.7K $958M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
614
+ 14.12%
$19.44 - $19.88 $11.9K - $12.2K
4.96K $98.5M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
595
+ 17.91%
$20.04 - $20.55 $11.9K - $12.2K
3.92K $80.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
541
+ 13.45%
$22.09 - $22.44 $12K - $12.1K
4.56K $102M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
537
+ 10.53%
$22.3 - $22.57 $12K - $12.1K
5.64K $127M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
530
+ 69.92%
$22.46 - $23.12 $11.9K - $12.3K
1.29K $29.7M
Ishares Tr
499
+ 70.58%
N/A
1.21K $29.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
526
+ 8.05%
$22.81 - $22.97 $12K - $12.1K
7.06K $162M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.61%
$103.16 - $128.52 $516 - $643
823 $106M
AMAT
Applied Materials Inc

Technology
1
+ 0.38%
$126.95 - $183.52 $127 - $184
263 $48.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
40
+ 6.76%
$50.08 - $63.14 $2K - $2.53K
632 $39.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
58
+ 63.74%
$60.61 - $87.72 $3.52K - $5.09K
149 $12.6M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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