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Disclosery

13F-HR filed by CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-19, with 37 holding rows worth $120,785,423.

Accession
0001907327-23-000001
Filer
CIK 1907327
Filed
2023-01-19
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 37 entries on the cover page, a total value of $120,785,423 stated on the cover page (in dollars after the unit check, H1), rows summing to $120,785,423 with VALUE read as dollars as filed, 13F file number 028-21553. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM146,407$27,991,598dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,007,300$24,457,247dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS141,851$12,028,924dollars as filed
VANGUARD STAR FDS921909768COM230,582$11,925,712dollars as filed
ISHARES TR46432F834COM157,570$9,120,131dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE401,775$8,678,337dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT205,549$5,553,929dollars as filed
Apple Inc037833100COM34,000$4,417,680dollars as filed
SPY78462F103SHS8,001$3,059,965dollars as filed
Vanguard Real Estate922908553SHS19,123$1,577,230dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND17,603$1,067,609dollars as filed
Tesla Motors, Inc88160R101COM7,811$962,159dollars as filed
Vanguard S&P 500 ETF922908363COM2,590$910,122dollars as filed
ISHARES TR464288257MSCI ACWI ETF10,095$856,833dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS12,715$837,438dollars as filed
Microsoft Corp594918104COM2,844$682,136dollars as filed
INVESCO QQQ TR46090E103COM2,429$646,866dollars as filed
Vanguard ESG International Stock ETF921910725SHS11,675$574,273dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM2,621$456,712dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,638$411,530dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,579$404,005dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS1,681$354,573dollars as filed
Berkshire Hathaway Inc084670702COM1,142$352,764dollars as filed
UnitedHealth Group Inc91324P102COM595$315,317dollars as filed
WISDOMTREE TR97717W844GLB US QTLY DIV9,754$314,315dollars as filed
EXXON MOBIL CORP30231G102COM2,827$311,820dollars as filed
Danaher Corporation235851102COM1,112$295,187dollars as filed
Johnson & Johnson478160104COM1,652$291,842dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,469$274,224dollars as filed
Amazon.com, Inc023135106COM3,098$260,232dollars as filed
META PLATFORMS INC CL A30303M102COM2,151$258,851dollars as filed
JPMorgan Chase & Co46625H100COM1,765$236,671dollars as filed
NVIDIA Corp67066G104COM1,537$224,603dollars as filed
MasterCard, Inc57636Q104COM633$220,270dollars as filed
Visa Inc92826C839COM987$205,106dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR3,570$200,364dollars as filed
COMPASS INC20464U100CL A20,965$48,848dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001907327-23-000001this filing2023-01-19acceptance time not in the bulk data set