CHERRYDALE WEALTH MANAGEMENT, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $367.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 279.6K | $89.7M | $103.0M | 28.00% | +7.5K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.08M | $42.0M | $48.1M | 13.08% | -50,098 | 2026-03-31 |
| 3 | ITOT | ISHARES TR | 180.7K | $25.7M | $29.6M | 8.04% | -4,678 | 2026-03-31 |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 681.9K | $23.2M | $24.9M | 6.77% | -2,115 | 2026-03-31 |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | 73.1K | $21.6M | $24.7M | 6.71% | +6.1K | 2026-03-31 |
| 6 | VXUS | VANGUARD STAR FDS | 251.3K | $19.4M | $21.3M | 5.78% | +6.9K | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 22.8K | $13.2M | $15.7M | 4.27% | +6.3K | 2026-03-31 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 248.0K | $11.2M | $12.8M | 3.49% | -2,261 | 2026-03-31 |
| 9 | IXUS | ISHARES TR | 125.4K | $10.9M | $11.9M | 3.22% | -5,489 | 2026-03-31 |
| 10 | PYLD | PIMCO ETF TR | 202.1K | $5.3M | $5.3M | 1.44% | +30.0K | 2026-03-31 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | 49.5K | $4.1M | $4.0M | 1.09% | +14.4K | 2026-03-31 |
| 12 | IWB | ISHARES TR | 10.8K | $3.9M | $4.4M | 1.20% | -500 | 2026-03-31 |
| 13 | VNQ | VANGUARD INDEX FDS | 42.4K | $3.8M | $4.2M | 1.14% | -138 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 14.2K | $3.6M | $4.4M | 1.20% | -1,346 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 19.5K | $3.4M | $3.9M | 1.07% | -1,763 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 8.2K | $2.4M | $2.9M | 0.79% | -720 | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 3.8K | $2.2M | $2.6M | 0.70% | +122 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 5.6K | $2.1M | $2.6M | 0.71% | -837 | 2026-03-31 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | 3.1K | $2.0M | $2.4M | 0.64% | -1,265 | 2026-03-31 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | 55.2K | $2.0M | $2.3M | 0.62% | +141 | 2026-03-31 |
| 21 | HIMU | BLACKROCK ETF TRUST II | 40.7K | $1.9M | $2.0M | 0.54% | +8.5K | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 9.1K | $1.9M | $2.5M | 0.67% | -64 | 2026-03-31 |
| 23 | DTD | WISDOMTREE TR | 18.7K | $1.6M | $1.8M | 0.48% | +79 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 2.7K | $1.6M | $1.5M | 0.41% | -91 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 5.3K | $1.5M | $1.9M | 0.51% | +2 | 2026-03-31 |
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