account_balance
Investment manager · 13F filer · SEC CIK 1985414
Cherry Tree Wealth Management, LLC
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Reported value$531Mas of Sep 30, 2026
Positions582 33 new, 33 sold out
Top 10 weight34.5%VEA alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
4.9%Added +22%
SPIBSPDR Series Trust
4.1%Added +4%
SPSBSPDR Series Trust
4.1%Added +4%
VTVVanguard Index FDS
3.8%
BNDVanguard Bd Index FDS
3.8%Added +3%
IVViShares Tr
3.4%
VBVanguard Index FDS
2.7%Added +7%
VYMVanguard Whitehall FDS
2.6%Trimmed −2%
DFACDimensional ETF Trust
2.5%
VBRVanguard Index FDS
2.4%
FNDFSchwab Strategic Tr
2.3%
VEUVanguard Intl Equity Index F
2.2%
VEAVanguard Tax-Managed FDS
4.9%+22%
SPIBSPDR Series Trust
4.1%
SPSBSPDR Series Trust
4.1%
VTVVanguard Index FDS
3.8%
BNDVanguard Bd Index FDS
3.8%
IVViShares Tr
3.4%
VBVanguard Index FDS
2.7%
VYMVanguard Whitehall FDS
2.6%
DFACDimensional ETF Trust
2.5%
VBR2.4%
FNDF
VEU2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 4.9% Added +22%
SPIB SPDR Series Trust 4.1% Added +4%
SPSB SPDR Series Trust 4.1% Added +4%
VTV Vanguard Index FDS 3.8% Held
BND Vanguard Bd Index FDS 3.8% Added +3%
IVV iShares Tr 3.4% Held
VB Vanguard Index FDS 2.7% Added +7%
VYM Vanguard Whitehall FDS 2.6% Trimmed −2%
DFAC Dimensional ETF Trust 2.5% Held
VBR Vanguard Index FDS 2.4% Held
FNDF Schwab Strategic Tr 2.3% Held
VEU Vanguard Intl Equity Index F 2.2% Held
What changed
Biggest moves since Mar 31, 2026
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