Cherry Tree Wealth Management, LLC ETFs

Cherry Tree Wealth Management, LLC

$415 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QDEF Flexshares Quality Div Defensi	$0	$78 Million 0.02% of portfolio	1,116	Q3 2024 Reduced 33.65%
AGZD Wisdom Tree Interest Rate Hedg	$0	$77.3 Million 0.02% of portfolio	3,458	Q3 2023 Added 0.35%
NULG Nuveen Esg Large Cap Growth Et	$0	$74.4 Million 0.02% of portfolio	951	Q3 2023 Reduced 19.75%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$68.7 Million 0.02% of portfolio	733	Q3 2023 Reduced 66.53%
IBTL Ishares Tr Ibonds Dec 2031 Ter	$0	$67.6 Million 0.02% of portfolio	3,323	Q4 2024 Added 0.45%
DDWM Wisdomtree Tr Currency Hedged	$0	$65 Million 0.02% of portfolio	1,766	Q1 2025 Added 121.86%
PHO Invesco Exchange Traded Fd Tr	$0	$64.7 Million 0.02% of portfolio	1,002	Q2 2023 New
IBHE Ishares Ibonds 2025 Term High	$0	$61.4 Million 0.01% of portfolio	2,642	Q3 2024 Added 16.18%
DALI First Tr ETF Vi Dorseywright D	$0	$58.2 Million 0.01% of portfolio	2,429	Q1 2025 Added 4.74%
PFFD Global X Fds U S Pfd ETF (De)	$0	$55.1 Million 0.01% of portfolio	2,896	Q1 2025 Reduced 80.07%
IBHI Ishares Tr Ibonds 2029 Term Hi	$0	$51.7 Million 0.01% of portfolio	2,228	Q1 2025 Added 253.09%
DOL Wisdomtree Tr Intl Largecap Di	$0	$47.9 Million 0.01% of portfolio	870	Q1 2025 Reduced 1.25%
TLTE Flexshares Tr Morningstar Emer	$0	$46.3 Million 0.01% of portfolio	883	Q2 2023 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$46.1 Million 0.01% of portfolio	2,006	Q2 2023 New
SCHA Schwab Strategic Tr Us Small C	$0	$44.2 Million 0.01% of portfolio	1,886	Q1 2025 Reduced 45.37%
VXF Vanguard Extended Market ETF	$0	$43.2 Million 0.01% of portfolio	251	Q2 2023 New
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$42.9 Million 0.01% of portfolio	1,019	Q4 2023 Reduced 16.54%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$41.7 Million 0.01% of portfolio	1,145	Q1 2025 Added 2.42%
TLT Ishares Barclays 20+ Year Trea	$0	$40.5 Million 0.01% of portfolio	445	Q4 2023 New
IVE Ishares S&P 500 Value ETF	$0	$40.4 Million 0.01% of portfolio	212	Q2 2023 New
NULC Nushares ETF Tr Nuveen Esg Lar	$0	$36.2 Million 0.01% of portfolio	825	Q2 2023 New
IDU Ishares Tr U S Utils ETF	$0	$36.1 Million 0.01% of portfolio	356	Q2 2023 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$36.1 Million 0.01% of portfolio	917	Q3 2024 Reduced 36.32%
DRIV Global X Fds Global X Autonomo	$0	$35.6 Million 0.01% of portfolio	1,685	Q2 2023 New
VOOG Vanguard S&P 500 Growth ETF	$0	$35.5 Million 0.01% of portfolio	106	Q1 2025 New
RWL Invesco Exchange Traded Fd Tr	$0	$33.8 Million 0.01% of portfolio	340	Q3 2023 Added 290.8%
EMXC Ishares Inc Msci Emerging Mkts	$0	$32.6 Million 0.01% of portfolio	592	Q2 2024 Added 1.2%
ITM Vaneck Intermediate Muni ETF	$0	$31.8 Million 0.01% of portfolio	699	Q2 2023 New
EWX Spdr S&P Emerging Markets Smal	$0	$31.8 Million 0.01% of portfolio	561	Q2 2023 New
HYZD Wisdomtree Tr Interest Rate He	$0	$29.6 Million 0.01% of portfolio	1,354	Q2 2023 New
WFHY Wisdomtree U.S. High Yield Cor	$0	$28.1 Million 0.01% of portfolio	624	Q2 2023 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$27.5 Million 0.01% of portfolio	960	Q1 2025 Added 0.1%
MCHI Ishares Msci China ETF	$0	$26.7 Million 0.01% of portfolio	490	Q4 2024 Added 78.18%
EWJ Ishares Msci Japan ETF	$0	$26.1 Million 0.01% of portfolio	381	Q1 2024 Added 164.58%
XT Ishares Tr Exponential Technol	$0	$24.1 Million 0.01% of portfolio	419	Q2 2024 Reduced 41.23%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$23.5 Million 0.01% of portfolio	345	Q4 2024 Added 20.21%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$23.5 Million 0.01% of portfolio	44	Q2 2024 Reduced 2.22%
IEI Ishares Barclays 3 7 Yr Treas	$0	$23 Million 0.01% of portfolio	195	Q4 2024 Added 78.9%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$22.9 Million 0.01% of portfolio	788	Q3 2024 New
IYH Ishares Tr	$0	$22.8 Million 0.01% of portfolio	375	Q1 2024 Added 400.0%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$22.5 Million 0.01% of portfolio	410	Q2 2024 Added 78.26%
VDC Vanguard Consumer Staples ETF	$0	$22.3 Million 0.01% of portfolio	102	Q3 2024 Reduced 18.4%
VBK Vanguard Small Cap Growth ETF	$0	$22.2 Million 0.01% of portfolio	88	Q3 2024 Added 183.87%
VCIT Vanguard Intermediate Term Cor	$0	$22.1 Million 0.01% of portfolio	270	Q3 2023 Added 73.08%
IWX Ishares Tr Russell 200 Value E	$0	$21.9 Million 0.01% of portfolio	267	Q2 2023 New
DFIC Dimensional ETF Tr Dimensional	$0	$21.7 Million 0.01% of portfolio	781	Q1 2025 Added 0.51%
BBUS J P Morgan Exchg Traded Fd	$0	$21 Million 0.01% of portfolio	208	Q3 2024 New
DIV Global X Superdividend Us ETF	$0	$20 Million 0.0% of portfolio	1,064	Q3 2023 New
MOAT Vaneck Morningstar Wide Moat E	$0	$18.4 Million 0.0% of portfolio	209	Q3 2023 Reduced 37.43%
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$17.5 Million 0.0% of portfolio	174	Q4 2024 New

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