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
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$16.1 Million 0.0% of portfolio	209	Q2 2023 New
EMB Ishares Tr	$0	$15.5 Million 0.0% of portfolio	171	Q1 2025 Added 1.18%
KRE Spdr S&P Regional Banking ETF	$0	$14.8 Million 0.0% of portfolio	260	Q1 2025 Reduced 27.78%
SPYV Spdr Portfolio S&P 500 Value E	$0	$13.2 Million 0.0% of portfolio	259	Q2 2023 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$12.3 Million 0.0% of portfolio	454	Q3 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$11.5 Million 0.0% of portfolio	167	Q3 2024 New
SPAB Spdr Portfolio Aggregate Bond	$0	$10.9 Million 0.0% of portfolio	426	Q4 2024 Added 15.14%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$10.9 Million 0.0% of portfolio	171	Q1 2025 Added 11.76%
SCHH Schwab Strategic U.S. Reit ETF	$0	$10.8 Million 0.0% of portfolio	502	Q4 2024 Added 84.56%
SDG Ishares Trust Ishares Msci Glo	$0	$10.7 Million 0.0% of portfolio	148	Q2 2024 Reduced 8.07%
DSI Ishares Msci Kld 400 Social Et	$0	$9.83 Million 0.0% of portfolio	96	Q1 2025 Reduced 90.72%
SLYG Spdr S&P 600 Small Cap Growth	$0	$9.79 Million 0.0% of portfolio	118	Q2 2023 New
IVW Ishares S&P 500 Growth ETF	$0	$9.75 Million 0.0% of portfolio	105	Q1 2025 New
FNDE Schwab Fundamental Emerging Mk	$0	$9.73 Million 0.0% of portfolio	316	Q2 2023 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$9.55 Million 0.0% of portfolio	136	Q1 2025 Added 106.06%
VHT Vanguard Health Care ETF	$0	$9.53 Million 0.0% of portfolio	36	Q4 2024 Added 12.5%
ESML Ishares Esg Aware Msci Usa Sma	$0	$9.53 Million 0.0% of portfolio	248	Q2 2023 New
SUSL Ishares Tr Esg Msci Usa Leader	$0	$9.39 Million 0.0% of portfolio	98	Q2 2023 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$9.3 Million 0.0% of portfolio	117	Q2 2023 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$9.02 Million 0.0% of portfolio	115	Q2 2024 Reduced 10.85%
ACWI Ishares Msci Acwi ETF	$0	$7.92 Million 0.0% of portfolio	68	Q1 2024 Reduced 11.69%
DVYE Ishares Emerging Markets Divid	$0	$7.67 Million 0.0% of portfolio	281	Q1 2025 Reduced 40.09%
AVUS American Centy ETF Tr Avantis	$0	$7.48 Million 0.0% of portfolio	81	Q2 2023 New
VLUE Ishares Msci Usa Value Factor	$0	$7.47 Million 0.0% of portfolio	70	Q2 2023 New
WBAT Wisdomtree Tr Wisdomtree Batte	$0	$7.46 Million 0.0% of portfolio	286	Q2 2023 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$7.46 Million 0.0% of portfolio	142	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$7.27 Million 0.0% of portfolio	89	Q2 2023 New
XLE Energy Sector Spdr	$0	$7.01 Million 0.0% of portfolio	75	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$6.76 Million 0.0% of portfolio	35	Q1 2025 Added 75.0%
EFG Msci Eafe Growth ETF	$0	$6.5 Million 0.0% of portfolio	65	Q1 2025 Added 109.68%
VOX Vanguard Communication Service	$0	$6.38 Million 0.0% of portfolio	43	Q3 2024 Added 514.29%
XLF Financial Sector Spdr	$0	$6.03 Million 0.0% of portfolio	121	Q1 2025 Reduced 45.25%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$5.93 Million 0.0% of portfolio	91	Q1 2025 New
SHYG Ishares 0 5 Year High Yield CO	$0	$5.61 Million 0.0% of portfolio	132	Q1 2025 Reduced 78.71%
TILT Flexshares Tr	$0	$5.35 Million 0.0% of portfolio	26	Q2 2023 New
IWO Ishares Russell 2000 Gwt ETF	$0	$5.11 Million 0.0% of portfolio	20	Q2 2023 New
LIT Global X Fds Global X Lithium	$0	$5.04 Million 0.0% of portfolio	130	Q1 2025 Added 16.07%
VDE Vanguard Energy ETF	$0	$4.93 Million 0.0% of portfolio	38	Q3 2024 New
TDIV First Trust Nasdaq Technology	$0	$4.79 Million 0.0% of portfolio	65	Q3 2024 New
XOP Spdr Ser Tr Oil & Gas Explorat	$0	$4.74 Million 0.0% of portfolio	36	Q4 2024 New
RWO Spdr Dow Jones Global Real Est	$0	$4.63 Million 0.0% of portfolio	106	Q2 2023 New
NUSA Nuveen Enhanced Yield 1 5 Year	$0	$4.59 Million 0.0% of portfolio	197	Q2 2023 New
ICLN Ishares	$0	$3.58 Million 0.0% of portfolio	313	Q4 2024 Reduced 90.25%
ISCG Ishares Morningstar Small Cap	$0	$3.42 Million 0.0% of portfolio	76	Q4 2023 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$2.91 Million 0.0% of portfolio	28	Q4 2024 New
PPA Invesco Exchange Traded Fd Tr	$0	$2.45 Million 0.0% of portfolio	21	Q1 2025 New
XLY Select Sector Spdr Consumer Di	$0	$2.37 Million 0.0% of portfolio	12	Q2 2023 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$2.3 Million 0.0% of portfolio	30	Q1 2025 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$2.12 Million 0.0% of portfolio	10	Q2 2024 Reduced 97.62%
XLK Technology Sector Spdr	$0	$2.07 Million 0.0% of portfolio	10	Q1 2025 New

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