Cherry Tree Wealth Management, LLC ETFs

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BWX Spdr Bloomberg International T	$0	$18.9 Million 0.0% of portfolio	884	Q3 2024 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$17.5 Million 0.0% of portfolio	277	Q2 2023 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$17.5 Million 0.0% of portfolio	174	Q4 2024 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$16.8 Million 0.0% of portfolio	209	Q2 2023 New
EMB Ishares Tr	$0	$15.1 Million 0.0% of portfolio	169	Q4 2024 Added 1.81%
IBHI Ishares Tr Ibonds 2029 Term Hi	$0	$14.8 Million 0.0% of portfolio	631	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$13.2 Million 0.0% of portfolio	259	Q2 2023 New
DVYE Ishares Emerging Markets Divid	$0	$12.1 Million 0.0% of portfolio	469	Q1 2024 Reduced 60.09%
DFEV Dimensional ETF Tr Emerging Mk	$0	$11.9 Million 0.0% of portfolio	454	Q3 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$10.8 Million 0.0% of portfolio	167	Q3 2024 New
XLF Financial Sector Spdr	$0	$10.7 Million 0.0% of portfolio	221	Q4 2023 Reduced 81.9%
SLYG Spdr S&P 600 Small Cap Growth	$0	$10.7 Million 0.0% of portfolio	118	Q2 2023 New
SPAB Spdr Portfolio Aggregate Bond	$0	$10.6 Million 0.0% of portfolio	426	Q4 2024 Added 15.14%
SDG Ishares Trust Ishares Msci Glo	$0	$10.6 Million 0.0% of portfolio	148	Q2 2024 Reduced 8.07%
SCHH Schwab Strategic U.S. Reit ETF	$0	$10.6 Million 0.0% of portfolio	502	Q4 2024 Added 84.56%
ESML Ishares Esg Aware Msci Usa Sma	$0	$10.4 Million 0.0% of portfolio	248	Q2 2023 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$10.2 Million 0.0% of portfolio	117	Q2 2023 New
SUSL Ishares Tr Esg Msci Usa Leader	$0	$10.1 Million 0.0% of portfolio	98	Q2 2023 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$10 Million 0.0% of portfolio	115	Q2 2024 Reduced 10.85%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$9.3 Million 0.0% of portfolio	153	Q3 2023 Reduced 23.88%
FNDE Schwab Fundamental Emerging Mk	$0	$9.18 Million 0.0% of portfolio	316	Q2 2023 New
VHT Vanguard Health Care ETF	$0	$9.13 Million 0.0% of portfolio	36	Q4 2024 Added 12.5%
ACWI Ishares Msci Acwi ETF	$0	$7.99 Million 0.0% of portfolio	68	Q1 2024 Reduced 11.69%
AVUS American Centy ETF Tr Avantis	$0	$7.85 Million 0.0% of portfolio	81	Q2 2023 New
WBAT Wisdomtree Tr Wisdomtree Batte	$0	$7.58 Million 0.0% of portfolio	286	Q2 2023 New
VLUE Ishares Msci Usa Value Factor	$0	$7.39 Million 0.0% of portfolio	70	Q2 2023 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$7.32 Million 0.0% of portfolio	142	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$6.78 Million 0.0% of portfolio	89	Q2 2023 New
VOX Vanguard Communication Service	$0	$6.66 Million 0.0% of portfolio	43	Q3 2024 Added 514.29%
XLE Energy Sector Spdr	$0	$6.43 Million 0.0% of portfolio	75	Q4 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$5.76 Million 0.0% of portfolio	20	Q2 2023 New
TILT Flexshares Tr	$0	$5.62 Million 0.0% of portfolio	26	Q2 2023 New
TDIV First Trust Nasdaq Technology	$0	$5.1 Million 0.0% of portfolio	65	Q3 2024 New
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$4.77 Million 0.0% of portfolio	36	Q4 2024 New
VDE Vanguard Energy ETF	$0	$4.61 Million 0.0% of portfolio	38	Q3 2024 New
LIT Global X Fds Global X Lithium	$0	$4.57 Million 0.0% of portfolio	112	Q1 2024 Added 5.66%
RWO Spdr Dow Jones Global Real Est	$0	$4.55 Million 0.0% of portfolio	106	Q2 2023 New
NUSA Nuveen Enhanced Yield 1 5 Year	$0	$4.52 Million 0.0% of portfolio	197	Q2 2023 New
QQQM Invesco Exchange Traded Fd Tr	$0	$4.21 Million 0.0% of portfolio	20	Q3 2024 Reduced 4.76%
VGK Vanguard Ftse Europe ETF Ftse	$0	$4.19 Million 0.0% of portfolio	66	Q2 2023 New
XAR Spdr S&P Aerospace & Defense E	$0	$3.81 Million 0.0% of portfolio	23	Q4 2024 Added 109.09%
ISCG Ishares Morningstar Small Cap	$0	$3.76 Million 0.0% of portfolio	76	Q4 2023 New
ICLN Ishares	$0	$3.57 Million 0.0% of portfolio	313	Q4 2024 Reduced 90.25%
EFG Msci Eafe Growth ETF	$0	$3 Million 0.0% of portfolio	31	Q2 2023 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$2.79 Million 0.0% of portfolio	28	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$2.69 Million 0.0% of portfolio	12	Q2 2023 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$2.42 Million 0.0% of portfolio	10	Q2 2024 Reduced 97.62%
SDS Proshares Tr Ultrashort S&P 50	$0	$984,000 0.0% of portfolio	50	Q2 2023 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$790,000 0.0% of portfolio	17	Q2 2023 New
TIP Ishares Tr Tips Bd ETF	$0	$320,000 0.0% of portfolio	3	Q1 2024 Reduced 99.6%

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