Cherrydale Wealth Management

Cherrydale Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Cherrydale Wealth Management

Cherrydale Wealth Management holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.7 $72M 248k 289.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.5 $40M 1.2M 34.59
Ishares Tr Core S&p Ttl Stk (ITOT) 9.0 $23M 181k 128.62
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 6.4 $17M 62k 266.72
Dimensional Etf Trust World Ex Us Core (DFAX) 5.4 $14M 567k 24.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.3 $14M 232k 58.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.8 $9.9M 244k 40.49
Ishares Tr Core Msci Total (IXUS) 3.8 $9.8M 147k 66.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $6.4M 13k 511.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.8M 8.2k 586.06
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $4.2M 47k 89.08
Apple (AAPL) 1.3 $3.3M 13k 250.41
NVIDIA Corporation (NVDA) 1.1 $2.9M 22k 134.29
Microsoft Corporation (MSFT) 1.1 $2.8M 6.6k 421.49
Amazon (AMZN) 0.7 $1.9M 8.5k 219.39
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $1.8M 70k 25.92
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.7M 9.0k 189.30
Meta Platforms Cl A (META) 0.6 $1.6M 2.8k 585.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.6M 2.9k 538.90
Dimensional Etf Trust Us High Profitab (DUHP) 0.5 $1.4M 42k 33.79
Wisdomtree Tr Us Total Dividnd (DTD) 0.5 $1.4M 19k 75.86
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.2M 11k 117.50
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 4.9k 240.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $1.1M 4.3k 253.77
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $1.0M 14k 74.02
Broadcom (AVGO) 0.4 $965k 4.2k 231.82
Alphabet Cap Stk Cl C (GOOG) 0.3 $885k 4.6k 190.43
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $834k 36k 22.98
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $790k 7.5k 104.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $770k 1.7k 453.28
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $737k 18k 40.92
JPMorgan Chase & Co. (JPM) 0.3 $714k 3.0k 239.70
Tesla Motors (TSLA) 0.3 $701k 1.7k 403.84
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $634k 6.1k 103.30
Eli Lilly & Co. (LLY) 0.2 $572k 741.00 771.75
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $520k 1.9k 280.02
Netflix (NFLX) 0.2 $504k 565.00 891.32
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $503k 2.5k 197.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $494k 6.2k 80.27
Visa Com Cl A (V) 0.2 $485k 1.5k 316.09
Bank of America Corporation (BAC) 0.2 $441k 10k 43.95
UnitedHealth (UNH) 0.2 $419k 829.00 505.70
Mastercard Incorporated Cl A (MA) 0.2 $407k 772.00 526.88
Exxon Mobil Corporation (XOM) 0.2 $394k 3.7k 107.58
Airbnb Com Cl A (ABNB) 0.1 $382k 2.9k 131.41
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $365k 10k 35.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $359k 5.8k 62.31
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $348k 6.1k 56.70
Life360 (LIF) 0.1 $340k 8.2k 41.27
Costco Wholesale Corporation (COST) 0.1 $328k 357.00 917.35
Procter & Gamble Company (PG) 0.1 $327k 1.9k 167.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $326k 5.7k 57.41
Abbvie (ABBV) 0.1 $282k 1.6k 177.69
Danaher Corporation (DHR) 0.1 $277k 1.2k 229.46
Wal-Mart Stores (WMT) 0.1 $260k 2.9k 90.34
Goldman Sachs (GS) 0.1 $258k 451.00 572.48
Oracle Corporation (ORCL) 0.1 $256k 1.5k 166.63
Johnson & Johnson (JNJ) 0.1 $255k 1.8k 144.63
Ishares Tr Rus 1000 Etf (IWB) 0.1 $245k 761.00 322.00
Intuitive Surgical Com New (ISRG) 0.1 $243k 465.00 521.96
Copart (CPRT) 0.1 $242k 4.2k 57.39
Merck & Co (MRK) 0.1 $235k 2.4k 99.46
Home Depot (HD) 0.1 $228k 586.00 389.21
salesforce (CRM) 0.1 $227k 678.00 334.33
Cisco Systems (CSCO) 0.1 $223k 3.8k 59.21
Caterpillar (CAT) 0.1 $210k 579.00 362.47
International Business Machines (IBM) 0.1 $202k 919.00 219.77
Accenture Plc Ireland Shs Class A (ACN) 0.1 $200k 570.00 351.53
Servicenow (NOW) 0.1 $200k 189.00 1060.12
Wipro Spon Adr 1 Sh (WIT) 0.1 $146k 41k 3.54
Infrared Cameras Hldgs (MSAI) 0.1 $138k 75k 1.84
Compass Cl A (COMP) 0.0 $122k 21k 5.85
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $33k 12k 2.72