Cherrydale Wealth Management

Cherrydale Wealth Management as of March 31, 2025

Portfolio Holdings for Cherrydale Wealth Management

Cherrydale Wealth Management holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 26.6 $67M 245k 274.84
Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.2 $38M 1.2M 32.99
Ishares Tr Core S&p Ttl Stk (ITOT) 9.4 $24M 195k 122.01
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 6.5 $17M 65k 253.86
Dimensional Etf Trust World Ex Us Core (DFAX) 6.0 $15M 581k 26.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.3 $13M 214k 62.10
Ishares Tr Core Msci Total (IXUS) 4.0 $10M 145k 69.81
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.7 $9.4M 245k 38.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $6.6M 14k 468.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $4.6M 8.3k 559.36
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $4.0M 44k 90.54
Apple (AAPL) 1.4 $3.5M 16k 222.13
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $3.3M 126k 26.35
Microsoft Corporation (MSFT) 0.9 $2.4M 6.3k 375.41
NVIDIA Corporation (NVDA) 0.9 $2.3M 22k 108.38
Amazon (AMZN) 0.8 $2.1M 11k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.9k 513.88
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $1.4M 43k 33.14
Wisdomtree Tr Us Total Dividnd (DTD) 0.6 $1.4M 19k 76.95
Meta Platforms Cl A (META) 0.6 $1.4M 2.4k 576.28
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.4M 8.8k 154.63
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.2M 11k 116.39
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.2M 4.9k 244.65
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M 4.9k 221.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $932k 41k 22.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $896k 1.7k 532.58
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $882k 14k 65.17
Ishares Tr Rus 1000 Etf (IWB) 0.3 $806k 2.6k 306.70
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $744k 18k 41.21
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $739k 7.5k 97.95
Alphabet Cap Stk Cl C (GOOG) 0.3 $726k 4.7k 156.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $670k 8.2k 81.76
JPMorgan Chase & Co. (JPM) 0.3 $647k 2.6k 245.29
Broadcom (AVGO) 0.3 $645k 3.9k 167.41
Eli Lilly & Co. (LLY) 0.2 $607k 735.00 825.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $570k 6.1k 92.78
Visa Com Cl A (V) 0.2 $533k 1.5k 350.51
Netflix (NFLX) 0.2 $522k 560.00 932.53
Exxon Mobil Corporation (XOM) 0.2 $478k 4.0k 118.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $469k 1.9k 251.72
Tesla Motors (TSLA) 0.2 $443k 1.7k 259.16
Mastercard Incorporated Cl A (MA) 0.2 $416k 759.00 548.45
Bank of America Corporation (BAC) 0.2 $400k 9.6k 41.73
UnitedHealth (UNH) 0.2 $393k 751.00 523.57
Johnson & Johnson (JNJ) 0.1 $368k 2.2k 165.85
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $365k 6.2k 58.98
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $363k 10k 35.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $346k 5.7k 60.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $340k 2.1k 165.96
Abbvie (ABBV) 0.1 $332k 1.6k 209.51
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $332k 5.7k 58.35
Procter & Gamble Company (PG) 0.1 $312k 1.8k 170.44
Costco Wholesale Corporation (COST) 0.1 $282k 298.00 947.12
Wal-Mart Stores (WMT) 0.1 $249k 2.8k 87.78
Goldman Sachs (GS) 0.1 $246k 450.00 546.70
Chevron Corporation (CVX) 0.1 $244k 1.5k 167.29
Metropcs Communications (TMUS) 0.1 $240k 901.00 266.72
Copart (CPRT) 0.1 $238k 4.2k 56.59
Danaher Corporation (DHR) 0.1 $233k 1.1k 205.06
Cisco Systems (CSCO) 0.1 $232k 3.8k 61.72
Intuitive Surgical Com New (ISRG) 0.1 $229k 462.00 495.27
International Business Machines (IBM) 0.1 $227k 911.00 248.59
Merck & Co (MRK) 0.1 $217k 2.4k 89.74
Home Depot (HD) 0.1 $216k 588.00 366.69
Oracle Corporation (ORCL) 0.1 $213k 1.5k 139.80
At&t (T) 0.1 $212k 7.5k 28.28
Coca-Cola Company (KO) 0.1 $201k 2.8k 71.61
Abbott Laboratories (ABT) 0.1 $201k 1.5k 132.66
salesforce (CRM) 0.1 $201k 747.00 268.36
Wipro Spon Adr 1 Sh (WIT) 0.0 $125k 41k 3.06
Compass Cl A (COMP) 0.0 $114k 13k 8.73
Infrared Cameras Hldgs (MSAI) 0.0 $65k 70k 0.93
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $46k 12k 3.82