StockDriftsStockDriftsTop 50 Cherry Tree Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 4.61% | 650.1K | $21.8M | +1.21%(+7.75K) | $32.18(+3.90%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 4.46% | 701.3K | $21.1M | +5.36%(+35.69K) | $29.59(+1.37%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.37% | 280.7K | $20.7M | +3.13%(+8.53K) | $72.90(+0.38%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.09% | 301.5K | $19.3M | +0.76%(+2.27K) | $47.08(+50.03%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.91% | 94.3K | $18.5M | -4.61%(-4.56K) | $140.46(+48.35%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.29% | 23.8K | $15.6M | -1.54%(-372) | $445.40(+67.43%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.86% | 91.3K | $13.5M | -0.81%(-750) | $105.70(+47.24%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 2.84% | 435.9K | $13.4M | +2.37%(+10.10K) | $30.60(+0.60%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.66% | 48.1K | $12.6M | +0.91%(+431) | $201.53(+41.75%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.58% | 56.1K | $12.2M | -4.20%(-2.46K) | $162.43(+41.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.19% | +23.14% |
| Top 20 Holdings Unweighted | +8.00% | +25.96% |
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