Skip to content
Disclosery

13F-HR filed by CHERRYDALE WEALTH MANAGEMENT, LLC

CHERRYDALE WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-15, with 73 holding rows worth $258,487,446.

Accession
0001907327-25-000001
Filer
CIK 1907327
Filed
2025-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 73 entries on the cover page, a total value of $258,487,446 stated on the cover page (in dollars after the unit check, H1), rows summing to $258,487,446 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
VTI922908769COM247,477$71,721,366dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,160,956$40,157,452dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS181,144$23,298,695dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM62,406$16,644,958dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE566,567$14,084,851dollars as filed
VANGUARD STAR FDS921909768COM231,680$13,652,918dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT243,995$9,879,349dollars as filed
ISHARES TR46432F834COM147,438$9,751,530dollars as filed
INVESCO QQQ TR46090E103COM12,509$6,395,199dollars as filed
SPY78462F103SHS8,235$4,826,243dollars as filed
Vanguard Real Estate922908553SHS47,087$4,194,524dollars as filed
Apple Inc037833100COM13,169$3,297,686dollars as filed
NVIDIA Corp67066G104COM21,556$2,894,714dollars as filed
Microsoft Corp594918104COM6,589$2,777,210dollars as filed
Amazon.com, Inc023135106COM8,451$1,854,065dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF69,804$1,809,316dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM9,030$1,709,392dollars as filed
META PLATFORMS INC CL A30303M102COM2,784$1,629,860dollars as filed
Vanguard S&P 500 ETF922908363COM2,936$1,582,204dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF41,496$1,402,158dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND18,456$1,400,109dollars as filed
ISHARES TR464288257MSCI ACWI ETF10,475$1,230,769dollars as filed
Vanguard Small-Cap ETF922908751SHS4,905$1,178,663dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS4,302$1,091,714dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT13,531$1,001,565dollars as filed
Broadcom Inc.11135F101COM4,164$965,307dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,647$884,921dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS36,292$833,986dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS7,528$789,649dollars as filed
Berkshire Hathaway Inc084670702COM1,698$769,669dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE18,000$736,555dollars as filed
JPMorgan Chase & Co46625H100COM2,978$713,830dollars as filed
Tesla Motors, Inc88160R101COM1,736$701,066dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM6,137$633,944dollars as filed
Eli Lilly and Company532457108COM741$571,865dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,858$520,274dollars as filed
Netflix, Inc64110L106COM565$503,596dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,546$502,716dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS6,154$494,009dollars as filed
Visa Inc92826C839COM1,533$484,561dollars as filed
Bank of America Corp060505104COM10,027$440,686dollars as filed
UnitedHealth Group Inc91324P102COM829$419,224dollars as filed
MasterCard, Inc57636Q104COM772$406,750dollars as filed
EXXON MOBIL CORP30231G102COM3,660$393,743dollars as filed
Airbnb, Inc. Class A009066101COM2,908$382,140dollars as filed
WISDOMTREE TR97717W844GLB US QTLY DIV10,133$364,581dollars as filed
IJH464287507COM5,757$358,708dollars as filed
Vanguard ESG International Stock ETF921910725SHS6,143$348,329dollars as filed
LIFE360 INC532206109COM8,235$339,858dollars as filed
Costco Wholesale Corporation22160K105COM357$327,494dollars as filed
Procter & Gamble Co742718109COM1,947$326,452dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,685$326,380dollars as filed
AbbVie,Inc.00287Y109COM1,585$281,636dollars as filed
Danaher Corporation235851102COM1,209$277,416dollars as filed
Walmart Inc.931142103COM2,874$259,633dollars as filed
Goldman Sachs Group,Inc.38141G104COM451$258,190dollars as filed
Oracle Corporation68389X105COM1,535$255,772dollars as filed
Johnson & Johnson478160104COM1,761$254,689dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF761$245,043dollars as filed
Intuitive Surgical,Inc.46120E602COM465$242,711dollars as filed
COPART INC COM217204106Stock4,208$241,497dollars as filed
Merck & Co.,Inc.58933Y105COM2,358$234,531dollars as filed
Home Depot, Inc437076102COM586$228,075dollars as filed
Salesforce.com, Inc79466L302COM678$226,676dollars as filed
Cisco Systems,Inc.17275R102COM3,774$223,450dollars as filed
Caterpillar Inc.149123101COM579$209,869dollars as filed
International Business Machines Corporation459200101COM919$201,970dollars as filed
Accenture Plc Class AG1151C101COM570$200,374dollars as filed
ServiceNow,Inc.81762P102COM189$200,363dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR41,168$145,735dollars as filed
MULTISENSOR AI HOLDINGS INC456948108COM75,213$138,392dollars as filed
COMPASS INC20464U100CL A20,803$121,698dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR12,104$32,923dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001907327-25-000001this filing2025-01-15acceptance time not in the bulk data set