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
AGZD Wisdom Tree Interest Rate Hedg	$0	$77.7 Million 0.02% of portfolio	3,458	Q3 2023 Added 0.35%
GLD Spdr Gold Trust	$92.3B	$73.9 Million 0.02% of portfolio	305	Q4 2024 Reduced 2.56%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$68.9 Million 0.02% of portfolio	162	Q4 2024 Reduced 34.15%
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$68.7 Million 0.02% of portfolio	733	Q3 2023 Reduced 66.53%
SLV I Shares Silver Trust	$15.2B	$67.6 Million 0.02% of portfolio	2,567	Q2 2023 New
PHO Invesco Exchange Traded Fd Tr	$0	$65.9 Million 0.02% of portfolio	1,002	Q2 2023 New
IBTL Ishares Tr Ibonds Dec 2031 Ter	$0	$65.8 Million 0.02% of portfolio	3,323	Q4 2024 Added 0.45%
IBHE Ishares Ibonds 2025 Term High	$0	$61.3 Million 0.02% of portfolio	2,642	Q3 2024 Added 16.18%
DALI First Tr ETF Vi Dorseywright D	$0	$59.9 Million 0.01% of portfolio	2,319	Q4 2024 Reduced 8.23%
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$51.1 Million 0.01% of portfolio	2,331	Q4 2024 Added 0.6%
VXF Vanguard Extended Market ETF	$0	$47.7 Million 0.01% of portfolio	251	Q2 2023 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$46.1 Million 0.01% of portfolio	2,006	Q2 2023 New
TLTE Flexshares Tr Morningstar Emer	$0	$45 Million 0.01% of portfolio	883	Q2 2023 New
DOL Wisdomtree Tr Intl Largecap Di	$0	$43.6 Million 0.01% of portfolio	881	Q1 2024 Reduced 17.28%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$41.2 Million 0.01% of portfolio	1,019	Q4 2023 Reduced 16.54%
IVE Ishares S&P 500 Value ETF	$0	$40.5 Million 0.01% of portfolio	212	Q2 2023 New
TLT Ishares Barclays 20+ Year Trea	$0	$38.9 Million 0.01% of portfolio	445	Q4 2023 New
DRIV Global X Fds Global X Autonomo	$0	$38.7 Million 0.01% of portfolio	1,685	Q2 2023 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$38.2 Million 0.01% of portfolio	1,118	Q2 2023 New
NULC Nushares ETF Tr Nuveen Esg Lar	$0	$37.5 Million 0.01% of portfolio	825	Q2 2023 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$35.2 Million 0.01% of portfolio	917	Q3 2024 Reduced 36.32%
IDU Ishares Tr U S Utils ETF	$0	$34.3 Million 0.01% of portfolio	356	Q2 2023 New
RWL Invesco Exchange Traded Fd Tr	$0	$33.3 Million 0.01% of portfolio	340	Q3 2023 Added 290.8%
EWX Spdr S&P Emerging Markets Smal	$0	$32.9 Million 0.01% of portfolio	561	Q2 2023 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$32.8 Million 0.01% of portfolio	592	Q2 2024 Added 1.2%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$32.5 Million 0.01% of portfolio	959	Q4 2024 New
ITM Vaneck Intermediate Muni ETF	$0	$32.2 Million 0.01% of portfolio	699	Q2 2023 New
AIVI Kemiao Garment Holding Group	$0	$31 Million 0.01% of portfolio	788	Q4 2023 Reduced 23.64%
HYZD Wisdomtree Tr Interest Rate He	$0	$30.1 Million 0.01% of portfolio	1,354	Q2 2023 New
WFHY Wisdomtree U.S. High Yield Cor	$0	$28.2 Million 0.01% of portfolio	624	Q2 2023 New
DDWM Wisdomtree Tr Currency Hedged	$0	$27.4 Million 0.01% of portfolio	796	Q4 2024 Added 78.48%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$26.6 Million 0.01% of portfolio	345	Q4 2024 Added 20.21%
SHYG Ishares 0 5 Year High Yield CO	$0	$26.4 Million 0.01% of portfolio	620	Q4 2024 Added 27.05%
EWJ Ishares Msci Japan ETF	$0	$25.6 Million 0.01% of portfolio	381	Q1 2024 Added 164.58%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$25.1 Million 0.01% of portfolio	44	Q2 2024 Reduced 2.22%
XT Ishares Tr Exponential Technol	$0	$25 Million 0.01% of portfolio	419	Q2 2024 Reduced 41.23%
VBK Vanguard Small Cap Growth ETF	$0	$24.6 Million 0.01% of portfolio	88	Q3 2024 Added 183.87%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$23.2 Million 0.01% of portfolio	410	Q2 2024 Added 78.26%
MCHI Ishares Msci China ETF	$0	$23 Million 0.01% of portfolio	490	Q4 2024 Added 78.18%
SPBO Spdr Ser Tr Spdr Portfolio Cor	$0	$22.6 Million 0.01% of portfolio	788	Q3 2024 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$22.5 Million 0.01% of portfolio	195	Q4 2024 Added 78.9%
BBUS J P Morgan Exchg Traded Fd	$0	$22 Million 0.01% of portfolio	208	Q3 2024 New
IYH Ishares Tr	$0	$21.9 Million 0.01% of portfolio	375	Q1 2024 Added 400.0%
KRE Spdr S&P Regional Banking ETF	$0	$21.7 Million 0.01% of portfolio	360	Q2 2023 New
VCIT Vanguard Intermediate Term Cor	$0	$21.7 Million 0.01% of portfolio	270	Q3 2023 Added 73.08%
VDC Vanguard Consumer Staples ETF	$0	$21.6 Million 0.01% of portfolio	102	Q3 2024 Reduced 18.4%
IWX Ishares Tr Russell 200 Value E	$0	$21.1 Million 0.01% of portfolio	267	Q2 2023 New
DFIC Dimensional ETF Tr Dimensional	$0	$20.1 Million 0.0% of portfolio	777	Q4 2023 Added 1.7%
MOAT Vaneck Morningstar Wide Moat E	$0	$19.4 Million 0.0% of portfolio	209	Q3 2023 Reduced 37.43%
DIV Global X Superdividend Us ETF	$0	$19.2 Million 0.0% of portfolio	1,064	Q3 2023 New

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