13F HOLDINGS REPORT
CHERRYDALE WEALTH MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001907327-25-000004
Total Value
$252.9M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 244,914 | $67.3M | 26.62% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,162,725 | $38.4M | 15.17% |
| 3 | ISHARES TR | 464287150 | 195,343 | $23.8M | 9.42% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C730 | 64,898 | $16.5M | 6.51% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 581,256 | $15.2M | 6.02% |
| 6 | VANGUARD STAR FDS | 921909768 | 213,953 | $13.3M | 5.25% |
| 7 | ISHARES TR | 46432F834 | 145,218 | $10.1M | 4.01% |
| 8 | DIMENSIONAL ETF TRUST | 25434V104 | 245,105 | $9.4M | 3.73% |
| 9 | INVESCO QQQ TR | IVZ | 14,041 | $6.6M | 2.60% |
| 10 | SPDR S&P 500 ETF TR | SPY | 8,262 | $4.6M | 1.83% |
| 11 | VANGUARD INDEX FDS | 922908553 | 43,807 | $4.0M | 1.57% |
| 12 | APPLE INC | AAPL | 15,547 | $3.5M | 1.37% |
| 13 | PIMCO ETF TR | 72201R585 | 125,775 | $3.3M | 1.31% |
| 14 | MICROSOFT CORP | MSFT | 6,334 | $2.4M | 0.94% |
| 15 | NVIDIA CORPORATION | NVDA | 21,465 | $2.3M | 0.92% |
| 16 | AMAZON COM INC | AMZN | 10,794 | $2.1M | 0.81% |
| 17 | VANGUARD INDEX FDS | 922908363 | 2,947 | $1.5M | 0.60% |
| 18 | DIMENSIONAL ETF TRUST | 25434V831 | 43,139 | $1.4M | 0.57% |
| 19 | WISDOMTREE TR | WT | 18,540 | $1.4M | 0.56% |
| 20 | META PLATFORMS INC | META | 2,448 | $1.4M | 0.56% |
| 21 | ALPHABET INC | GOOG | 8,795 | $1.4M | 0.54% |
| 22 | ISHARES TR | 464288257 | 10,475 | $1.2M | 0.48% |
| 23 | VANGUARD INDEX FDS | 922908538 | 4,861 | $1.2M | 0.47% |
| 24 | VANGUARD INDEX FDS | 922908751 | 4,926 | $1.1M | 0.43% |
| 25 | ISHARES TR | 46429B267 | 40,542 | $931,867 | 0.37% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,682 | $895,800 | 0.35% |
| 27 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 13,531 | $881,815 | 0.35% |
| 28 | ISHARES TR | 464287622 | 2,629 | $806,314 | 0.32% |
| 29 | DIMENSIONAL ETF TRUST | 25434V724 | 18,046 | $743,656 | 0.29% |
| 30 | VANGUARD WORLD FD | 921910733 | 7,548 | $739,349 | 0.29% |
| 31 | ALPHABET INC | GOOG | 4,650 | $726,435 | 0.29% |
| 32 | VANGUARD SCOTTSDALE FDS | 92206C870 | 8,190 | $669,602 | 0.26% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 2,638 | $647,074 | 0.26% |
| 34 | BROADCOM INC | AVGO | 3,854 | $645,217 | 0.26% |
| 35 | ELI LILLY & CO | LLY | 735 | $606,844 | 0.24% |
| 36 | VANGUARD SCOTTSDALE FDS | 92206C680 | 6,146 | $570,253 | 0.23% |
| 37 | VISA INC | V | 1,520 | $532,779 | 0.21% |
| 38 | NETFLIX INC | NFLX | 560 | $522,217 | 0.21% |
| 39 | EXXON MOBIL CORP | XOM | 4,018 | $477,901 | 0.19% |
| 40 | VANGUARD INDEX FDS | 922908595 | 1,861 | $468,460 | 0.19% |
| 41 | TESLA INC | TSLA | 1,709 | $442,904 | 0.18% |
| 42 | MASTERCARD INCORPORATED | MA | 759 | $416,270 | 0.16% |
| 43 | BANK AMERICA CORP | 060505104 | 9,594 | $400,374 | 0.16% |
| 44 | UNITEDHEALTH GROUP INC | UNH | 751 | $393,198 | 0.16% |
| 45 | JOHNSON & JOHNSON | JNJ | 2,221 | $368,346 | 0.15% |
| 46 | VANGUARD WORLD FD | 921910725 | 6,183 | $364,672 | 0.14% |
| 47 | WISDOMTREE TR | WT | 10,189 | $363,447 | 0.14% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,703 | $345,916 | 0.14% |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,050 | $340,221 | 0.13% |
| 50 | ABBVIE INC | ABBV | 1,585 | $332,068 | 0.13% |
| 51 | ISHARES TR | 464287507 | 5,684 | $331,669 | 0.13% |
| 52 | PROCTER AND GAMBLE CO | 742718109 | 1,833 | $312,418 | 0.12% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 298 | $282,241 | 0.11% |
| 54 | WALMART INC | WMT | 2,834 | $248,765 | 0.10% |
| 55 | GOLDMAN SACHS GROUP INC | GSCE | 450 | $246,014 | 0.10% |
| 56 | CHEVRON CORP NEW | CVX | 1,461 | $244,414 | 0.10% |
| 57 | T-MOBILE US INC | TMUSZ | 901 | $240,311 | 0.10% |
| 58 | COPART INC | CPRT | 4,208 | $238,131 | 0.09% |
| 59 | DANAHER CORPORATION | 235851102 | 1,138 | $233,355 | 0.09% |
| 60 | CISCO SYS INC | CSCO | 3,759 | $231,998 | 0.09% |
| 61 | INTUITIVE SURGICAL INC | ISRG | 462 | $228,815 | 0.09% |
| 62 | INTERNATIONAL BUSINESS MACHS | INTR | 911 | $226,468 | 0.09% |
| 63 | MERCK & CO INC | MRK | 2,412 | $216,462 | 0.09% |
| 64 | HOME DEPOT INC | HD | 588 | $215,616 | 0.09% |
| 65 | ORACLE CORP | ORCL-PD | 1,523 | $212,914 | 0.08% |
| 66 | AT&T INC | T-PC | 7,503 | $212,189 | 0.08% |
| 67 | COCA COLA CO | KO | 2,810 | $201,224 | 0.08% |
| 68 | ABBOTT LABS | ABLZF | 1,514 | $200,846 | 0.08% |
| 69 | SALESFORCE INC | CRM | 747 | $200,465 | 0.08% |
| 70 | WIPRO LTD | WIT | 40,736 | $124,652 | 0.05% |
| 71 | COMPASS INC | COMP | 13,000 | $113,490 | 0.04% |
| 72 | MULTISENSOR AI HOLDINGS INC | MSAIW | 69,679 | $64,808 | 0.03% |
| 73 | LLOYDS BANKING GROUP PLC | LLOBF | 12,104 | $46,237 | 0.02% |