CHERRYDALE WEALTH MANAGEMENT, LLC
85 holdingsFiling period: 2026-06-30Current AUM: $384.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 286.6K | $106.1M | $106.9M | 27.82% | +7.0K | 2026-06-30 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 1.09M | $48.3M | $48.8M | 12.70% | +8.9K | 2026-06-30 |
| 3 | ITOT | ISHARES TR | 180.9K | $29.7M | $29.9M | 7.78% | +161 | 2026-06-30 |
| 4 | DFAX | DIMENSIONAL ETF TRUST | 704.2K | $25.9M | $26.4M | 6.86% | +22.2K | 2026-06-30 |
| 5 | VONE | VANGUARD SCOTTSDALE FDS | 75.5K | $25.6M | $25.9M | 6.73% | +2.4K | 2026-06-30 |
| 6 | VXUS | VANGUARD STAR FDS | 255.0K | $21.8M | $21.8M | 5.69% | +3.6K | 2026-06-30 |
| 7 | QQQ | INVESCO QQQ TR | 23.7K | $17.4M | $16.7M | 4.34% | +814 | 2026-06-30 |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 247.7K | $12.8M | $12.9M | 3.37% | -278 | 2026-06-30 |
| 9 | IXUS | ISHARES TR | 124.9K | $11.9M | $11.9M | 3.11% | -468 | 2026-06-30 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 8.2K | $6.1M | $6.2M | 1.62% | +5.1K | 2026-06-30 |
| 11 | PYLD | PIMCO ETF TR | 214.0K | $5.7M | $5.5M | 1.43% | +11.9K | 2026-06-30 |
| 12 | IWB | ISHARES TR | 10.9K | $4.4M | $4.5M | 1.17% | +22 | 2026-06-30 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | 51.7K | $4.3M | $4.1M | 1.07% | +2.2K | 2026-06-30 |
| 14 | VNQ | VANGUARD INDEX FDS | 43.1K | $4.2M | $4.1M | 1.06% | +710 | 2026-06-30 |
| 15 | AAPL | APPLE INC | 14.0K | $4.1M | $4.7M | 1.21% | -187 | 2026-06-30 |
| 16 | NVDA | NVIDIA CORPORATION | 19.5K | $3.9M | $4.1M | 1.08% | +3 | 2026-06-30 |
| 17 | GOOGL | ALPHABET INC | 8.2K | $2.9M | $2.8M | 0.73% | -14 | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 3.8K | $2.6M | $2.6M | 0.68% | +11 | 2026-06-30 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | 57.0K | $2.4M | $2.4M | 0.61% | +1.8K | 2026-06-30 |
| 20 | AMZN | AMAZON COM INC | 9.8K | $2.3M | $2.4M | 0.64% | +756 | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 5.7K | $2.1M | $2.9M | 0.74% | +100 | 2026-06-30 |
| 22 | HIMU | BLACKROCK ETF TRUST II | 40.8K | $2.0M | $1.9M | 0.50% | +191 | 2026-06-30 |
| 23 | GOOG | ALPHABET INC | 5.3K | $1.9M | $1.8M | 0.47% | +2 | 2026-06-30 |
| 24 | DTD | WISDOMTREE TR | 18.8K | $1.8M | $1.8M | 0.47% | +93 | 2026-06-30 |
| 25 | ACWI | ISHARES TR | 10.7K | $1.7M | $1.7M | 0.44% | +68 | 2026-06-30 |
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