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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 2025-03-31, filed 2025-04-14, with 73 holding rows worth $252,899,998.

Accession
0001907327-25-000004
Filer
CIK 1907327
Filed
2025-04-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 73 entries on the cover page, a total value of $252,899,998 stated on the cover page (in dollars after the unit check, H1), rows summing to $252,899,998 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
VTI922908769COM244,914$67,312,132dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 21,162,725$38,358,291dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS195,343$23,833,792dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM64,898$16,475,003dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE581,256$15,228,915dollars as filed
VANGUARD STAR FDS921909768COM213,953$13,286,478dollars as filed
ISHARES TR46432F834COM145,218$10,137,636dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT245,105$9,421,848dollars as filed
INVESCO QQQ TR46090E103COM14,041$6,584,023dollars as filed
SPY78462F103SHS8,262$4,621,446dollars as filed
Vanguard Real Estate922908553SHS43,807$3,966,294dollars as filed
Apple Inc037833100COM15,547$3,453,508dollars as filed
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585ETF125,775$3,314,178dollars as filed
Microsoft Corp594918104COM6,334$2,377,872dollars as filed
NVIDIA Corp67066G104COM21,465$2,326,343dollars as filed
Amazon.com, Inc023135106COM10,794$2,053,666dollars as filed
Vanguard S&P 500 ETF922908363COM2,947$1,514,410dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF43,139$1,429,622dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND18,540$1,426,647dollars as filed
META PLATFORMS INC CL A30303M102COM2,448$1,410,733dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,795$1,359,987dollars as filed
ISHARES TR464288257MSCI ACWI ETF10,475$1,219,143dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS4,861$1,189,263dollars as filed
Vanguard Small-Cap ETF922908751SHS4,926$1,092,267dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS40,542$931,867dollars as filed
Berkshire Hathaway Inc084670702COM1,682$895,800dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT13,531$881,815dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,629$806,314dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE18,046$743,656dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS7,548$739,349dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,650$726,435dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS8,190$669,602dollars as filed
JPMorgan Chase & Co46625H100COM2,638$647,074dollars as filed
Broadcom Inc.11135F101COM3,854$645,217dollars as filed
Eli Lilly and Company532457108COM735$606,844dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM6,146$570,253dollars as filed
Visa Inc92826C839COM1,520$532,779dollars as filed
Netflix, Inc64110L106COM560$522,217dollars as filed
EXXON MOBIL CORP30231G102COM4,018$477,901dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,861$468,460dollars as filed
Tesla Motors, Inc88160R101COM1,709$442,904dollars as filed
MasterCard, Inc57636Q104COM759$416,270dollars as filed
Bank of America Corp060505104COM9,594$400,374dollars as filed
UnitedHealth Group Inc91324P102COM751$393,198dollars as filed
Johnson & Johnson478160104COM2,221$368,346dollars as filed
Vanguard ESG International Stock ETF921910725SHS6,183$364,672dollars as filed
WISDOMTREE TR97717W844GLB US QTLY DIV10,189$363,447dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS5,703$345,916dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,050$340,221dollars as filed
AbbVie,Inc.00287Y109COM1,585$332,068dollars as filed
IJH464287507COM5,684$331,669dollars as filed
Procter & Gamble Co742718109COM1,833$312,418dollars as filed
Costco Wholesale Corporation22160K105COM298$282,241dollars as filed
Walmart Inc.931142103COM2,834$248,765dollars as filed
Goldman Sachs Group,Inc.38141G104COM450$246,014dollars as filed
Chevron Corporation166764100COM1,461$244,414dollars as filed
T-Mobile US,Inc.872590104COM901$240,311dollars as filed
COPART INC COM217204106Stock4,208$238,131dollars as filed
Danaher Corporation235851102COM1,138$233,355dollars as filed
Cisco Systems,Inc.17275R102COM3,759$231,998dollars as filed
Intuitive Surgical,Inc.46120E602COM462$228,815dollars as filed
International Business Machines Corporation459200101COM911$226,468dollars as filed
Merck & Co.,Inc.58933Y105COM2,412$216,462dollars as filed
Home Depot, Inc437076102COM588$215,616dollars as filed
Oracle Corporation68389X105COM1,523$212,914dollars as filed
AT&T Inc00206R102COM7,503$212,189dollars as filed
Coca-Cola Company191216100COM2,810$201,224dollars as filed
Abbott Laboratories002824100COM1,514$200,846dollars as filed
Salesforce.com, Inc79466L302COM747$200,465dollars as filed
WIPRO LTD SPON ADR 1 SH97651M109ADR40,736$124,652dollars as filed
COMPASS INC20464U100CL A13,000$113,490dollars as filed
MULTISENSOR AI HOLDINGS INC456948108COM69,679$64,808dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR12,104$46,237dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001907327-25-000004this filing2025-04-14acceptance time not in the bulk data set