Cherrydale Wealth Management

Cherrydale Wealth Management as of June 30, 2022

Portfolio Holdings for Cherrydale Wealth Management

Cherrydale Wealth Management holds 32 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stock Market (VTI) 20.2 $22M 117k 188.62
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.8 $21M 878k 23.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 9.4 $10M 198k 51.61
Dimensional Etf Trust World Ex Us Core (DFAX) 9.0 $9.8M 458k 21.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.5 $9.2M 33k 280.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.0 $6.6M 131k 49.96
Ishares Tr Core S&p Ttl Stk (ITOT) 5.8 $6.3M 76k 83.78
Apple (AAPL) 4.1 $4.5M 33k 136.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $4.4M 13k 346.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $2.9M 111k 26.42
Ishares Tr Core Msci Total (IXUS) 1.7 $1.8M 32k 57.03
Tesla Motors (TSLA) 1.6 $1.8M 2.6k 673.22
Microsoft Corporation (MSFT) 1.1 $1.2M 4.5k 256.77
Wisdomtree Tr Us Total Dividnd (DTD) 0.9 $1.0M 17k 57.89
Ishares Tr Msci Acwi Etf (ACWI) 0.8 $840k 10k 83.87
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.7 $780k 3.6k 217.39
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $661k 10k 66.40
Alphabet Cap Stk Cl A (GOOGL) 0.6 $608k 279.00 2179.21
Meta Platforms Cl A (META) 0.5 $571k 3.5k 161.07
Alphabet CL C (GOOG) 0.5 $516k 236.00 2186.44
Amazon (AMZN) 0.3 $319k 3.0k 105.94
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.3 $303k 9.6k 31.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $266k 977.00 272.26
UnitedHealth (UNH) 0.2 $263k 512.00 513.67
Danaher Corporation (DHR) 0.2 $259k 1.0k 253.42
Johnson & Johnson (JNJ) 0.2 $247k 1.4k 177.57
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $245k 5.0k 49.04
Jd.com Spon Adr A (JD) 0.2 $233k 3.6k 63.99
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $210k 3.4k 62.69
Visa Com Cl A (V) 0.2 $205k 1.0k 196.36
Compass Cl A (COMP) 0.1 $156k 43k 3.59
Palantir Technologies Cl A (PLTR) 0.1 $128k 14k 9.04