13F Filings for CHERRYDALE WEALTH MANAGEMENT, LLC (CIK: 1907327)
View the most recent portfolio holdings disclosed by CHERRYDALE WEALTH MANAGEMENT, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 258.30K | $78.51M | 27.32% | Increased | 13.39K (5.0%, $11.19M) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 1.17M | $41.93M | 14.59% | Increased | 7.31K (0.0%, $3.58M) |
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 183.98K | $24.85M | 8.64% | Decreased | 11.36K (5.0%, $1.01M) |
| DFAX - DIMENSIONAL ETF TRUST(Class: WORLD EX US CORE) | 620.14K | $18.21M | 6.34% | Increased | 38.88K (6.0%, $2.98M) |
| VONE - VANGUARD SCOTTSDALE FDS(Class: VNG RUS1000IDX) | 57.91K | $16.26M | 5.66% | Decreased | 6.99K (10.0%, $210.77K) |
| VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 227.11K | $15.69M | 5.46% | Increased | 13.16K (6.0%, $2.40M) |
| DFAU - DIMENSIONAL ETF TRUST(Class: US CORE EQT MKT) | 251.96K | $10.67M | 3.71% | Increased | 6.86K (2.0%, $1.25M) |
| IXUS - ISHARES TR(Class: CORE MSCI TOTAL) | 126.53K | $9.78M | 3.40% | Decreased | 18.69K (12.0%, $355.60K) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 12.86K | $7.09M | 2.47% | Decreased | 1.19K (8.0%, $507.60K) |
| IWB - ISHARES TR(Class: RUS 1000 ETF) | 11.85K | $4.02M | 1.40% | Increased | 9.22K (350.0%, $3.22M) |
| VNQ - VANGUARD INDEX FDS(Class: REAL ESTATE ETF) | 44.69K | $3.98M | 1.38% | Increased | 886 (2.0%, $14.07K) |
| PYLD - PIMCO ETF TR(Class: MULTISECTOR BD) | 136.52K | $3.62M | 1.26% | Increased | 10.75K (8.0%, $309.15K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 21.27K | $3.36M | 1.17% | Decreased | 196 (0.0%, $1.03M) |
| MSFT - MICROSOFT CORP(Class: COM) | 6.48K | $3.22M | 1.12% | Increased | 149 (2.0%, $846.69K) |
| AAPL - APPLE INC(Class: COM) | 14.66K | $3.01M | 1.05% | Decreased | 884 (5.0%, $445.16K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 4.63K | $2.86M | 1.00% | Decreased | 3.63K (43.0%, $1.76M) |
| AMZN - AMAZON COM INC(Class: COM) | 11.31K | $2.48M | 0.86% | Increased | 514 (4.0%, $427.20K) |
| VCIT - VANGUARD SCOTTSDALE FDS(Class: INT-TERM CORP) | 29.64K | $2.46M | 0.86% | Increased | 21.45K (261.0%, $1.79M) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 3.60K | $2.04M | 0.71% | Increased | 650 (22.0%, $528.70K) |
| META - META PLATFORMS INC(Class: CL A) | 2.53K | $1.87M | 0.65% | Increased | 84 (3.0%, $457.89K) |
| DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 51.96K | $1.85M | 0.64% | Increased | 8.82K (20.0%, $418.07K) |
| VOT - VANGUARD INDEX FDS(Class: MCAP GR IDXVIP) | 6K | $1.71M | 0.59% | Increased | 1.14K (23.0%, $517.29K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 8.89K | $1.57M | 0.55% | Increased | 95 (1.0%, $206.72K) |
| DTD - WISDOMTREE TR(Class: US TOTAL DIVIDND) | 18.65K | $1.48M | 0.52% | Increased | 108 (0.0%, $56.21K) |
| N/A - BLACKROCK ETF TRUST II(Class: ISHARES HIGH YIE) | 30.18K | $1.47M | 0.51% | New | 30.18K ($1.47M) |