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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 2023-06-30, filed 2023-07-17, with 42 holding rows worth $143,205,371.

Accession
0001907327-23-000005
Filer
CIK 1907327
Filed
2023-07-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 42 entries on the cover page, a total value of $143,205,371 stated on the cover page (in dollars after the unit check, H1), rows summing to $143,205,371 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
VTI922908769COM153,107$33,726,414dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,000,627$27,167,010dollars as filed
VANGUARD STAR FDS921909768COM244,046$13,686,101dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS139,111$13,610,646dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE413,840$9,646,602dollars as filed
ISHARES TR46432F834COM152,439$9,545,708dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT209,873$6,503,957dollars as filed
Apple Inc037833100COM21,301$4,131,843dollars as filed
SPY78462F103SHS8,066$3,575,631dollars as filed
Vanguard Real Estate922908553SHS30,796$2,573,281dollars as filed
Tesla Motors, Inc88160R101COM8,280$2,167,456dollars as filed
Microsoft Corp594918104COM4,357$1,483,861dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM7,325$1,476,353dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND17,818$1,106,302dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS12,785$1,001,717dollars as filed
ISHARES TR464288257MSCI ACWI ETF10,197$978,324dollars as filed
META PLATFORMS INC CL A30303M102COM3,369$966,836dollars as filed
Vanguard S&P 500 ETF922908363COM2,336$951,424dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,713$923,246dollars as filed
INVESCO QQQ TR46090E103COM2,429$897,282dollars as filed
Vanguard ESG International Stock ETF921910725SHS12,427$660,011dollars as filed
NVIDIA Corp67066G104COM1,553$656,852dollars as filed
Amazon.com, Inc023135106COM4,408$574,627dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,638$561,059dollars as filed
XPEL INC98379L100COM5,000$421,100dollars as filed
Berkshire Hathaway Inc084670702COM1,202$409,882dollars as filed
WISDOMTREE TR97717W844GLB US QTLY DIV9,879$353,856dollars as filed
Johnson & Johnson478160104COM1,966$325,428dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,542$301,558dollars as filed
UnitedHealth Group Inc91324P102COM599$287,776dollars as filed
EXXON MOBIL CORP30231G102COM2,677$287,110dollars as filed
JPMorgan Chase & Co46625H100COM1,913$278,210dollars as filed
Visa Inc92826C839COM1,108$263,182dollars as filed
Eli Lilly and Company532457108COM526$246,570dollars as filed
Danaher Corporation235851102COM1,013$243,156dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,273$229,343dollars as filed
MasterCard, Inc57636Q104COM551$216,886dollars as filed
Broadcom Inc.11135F101COM247$213,878dollars as filed
Netflix, Inc64110L106COM468$206,149dollars as filed
Merck & Co.,Inc.58933Y105COM1,778$205,114dollars as filed
COMPASS INC20464U100CL A20,965$73,378dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR14,884$70,252dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001907327-23-000005this filing2023-07-17acceptance time not in the bulk data set