Cherrydale Wealth Management

Cherrydale Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Cherrydale Wealth Management

Cherrydale Wealth Management holds 33 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stock Market (VTI) 20.9 $23M 126k 179.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 19.2 $21M 937k 22.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.6 $12M 252k 45.77
Ishares Tr Core S&p Ttl Stk (ITOT) 7.6 $8.2M 103k 79.54
Dimensional Etf Trust World Ex Us Core (DFAX) 7.0 $7.6M 403k 18.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.9 $6.4M 24k 267.27
Ishares Tr Core Msci Total (IXUS) 5.6 $6.0M 118k 50.92
Apple (AAPL) 4.3 $4.6M 34k 138.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $4.2M 13k 328.29
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.5 $3.8M 150k 25.15
Tesla Motors (TSLA) 2.0 $2.1M 8.0k 265.22
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.2M 14k 80.17
Microsoft Corporation (MSFT) 1.0 $1.1M 4.6k 233.00
Wisdomtree Tr Us Total Dividnd (DTD) 0.9 $948k 18k 54.26
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $780k 10k 77.88
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.7 $748k 3.6k 208.47
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $628k 10k 62.86
Alphabet Cap Stk Cl A (GOOGL) 0.5 $559k 5.8k 95.57
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $504k 12k 43.48
Alphabet CL C (GOOG) 0.4 $447k 4.7k 96.07
Meta Platforms Cl A (META) 0.4 $407k 3.0k 135.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $405k 2.1k 194.90
Amazon (AMZN) 0.3 $357k 3.2k 112.87
Vanguard Index Fds Growth Etf (VUG) 0.3 $343k 1.6k 213.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $300k 6.8k 44.41
Danaher Corporation (DHR) 0.3 $282k 1.1k 258.48
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.2 $267k 9.7k 27.48
UnitedHealth (UNH) 0.2 $263k 522.00 503.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $245k 919.00 266.59
Johnson & Johnson (JNJ) 0.2 $232k 1.4k 163.50
Exxon Mobil Corp Com (XOM) 0.2 $212k 2.4k 87.49
Palantir Technologies Cl A (PLTR) 0.1 $115k 14k 8.12
Compass Cl A (COMP) 0.1 $101k 43k 2.33