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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001907327

CHERRYDALE WEALTH MANAGEMENT, LLC

NEW ROCHELLE, NY · File #028-21553

Latest AUM
$329.5M
Positions
79
Top-10 Concentration
81.5%
Filings
12

Sector Allocation

Financials
4.6%$15.2M
Technology
4.3%$14.1M
Healthcare
0.7%$2.3M
Energy
0.2%$690,233
Consumer Staples
0.1%$520,833
Industrials
0.1%$519,187

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769272,130$91.2M28.29%
2DIMENSIONAL ETF TRUST25434V7081,131,138$44.8M13.89%
3ISHARES TR464287150185,397$27.6M8.55%
4DIMENSIONAL ETF TRUST25434V880684,051$22.4M6.94%
5VANGUARD SCOTTSDALE FDS92206C73067,039$20.7M6.42%
6VANGUARD STAR FDS921909768244,408$18.4M5.72%
7DIMENSIONAL ETF TRUST25434V104250,239$11.7M3.63%
8ISHARES TR46432F834130,865$11.1M3.43%
9INVESCO QQQ TRIVZ16,516$10.1M3.15%
10PIMCO ETF TR72201R585172,171$4.6M1.42%
11APPLE INCAAPL15,574$4.2M1.31%
12ISHARES TR46428762211,332$4.2M1.31%
13NVIDIA CORPORATIONNVDA21,287$4.0M1.23%
14VANGUARD INDEX FDS92290855342,562$3.8M1.17%
15MICROSOFT CORPMSFT6,483$3.1M0.97%
16SPDR S&P 500 ETF TRSPY4,412$3.0M0.93%
17VANGUARD SCOTTSDALE FDS92206C87035,133$2.9M0.91%
18ALPHABET INCGOOG8,892$2.8M0.86%
19VANGUARD INDEX FDS9229083633,628$2.3M0.71%
20AMAZON COM INCAMZN9,154$2.1M0.66%