Cherrydale Wealth Management

Cherrydale Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Cherrydale Wealth Management

Cherrydale Wealth Management holds 79 positions in its portfolio as reported in the December 2025 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 $91M 272k 335.27
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.6 $45M 1.1M 39.59
Ishares Tr Core S&p Ttl Stk (ITOT) 8.4 $28M 185k 148.69
Dimensional Etf Trust World Ex Us Core (DFAX) 6.8 $22M 684k 32.73
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 6.3 $21M 67k 309.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.6 $18M 244k 75.44
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.6 $12M 250k 46.80
Ishares Tr Core Msci Total (IXUS) 3.4 $11M 131k 84.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $10M 17k 614.30
Pimco Etf Tr Multisector Bd (PYLD) 1.4 $4.6M 172k 26.68
Apple (AAPL) 1.3 $4.2M 16k 271.85
Ishares Tr Rus 1000 Etf (IWB) 1.3 $4.2M 11k 373.44
NVIDIA Corporation (NVDA) 1.2 $4.0M 21k 186.50
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $3.8M 43k 88.49
Microsoft Corporation (MSFT) 1.0 $3.1M 6.5k 483.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $3.0M 4.4k 681.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $2.9M 35k 83.75
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.8M 8.9k 313.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.3M 3.6k 627.19
Amazon (AMZN) 0.6 $2.1M 9.2k 230.82
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $2.1M 55k 38.03
Meta Platforms Cl A (META) 0.6 $1.9M 2.8k 660.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.7M 6.1k 279.14
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.6M 5.3k 313.78
Wisdomtree Tr Us Total Dividnd (DTD) 0.5 $1.6M 19k 84.88
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.5 $1.6M 32k 48.68
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.5M 11k 141.48
Broadcom (AVGO) 0.4 $1.3M 3.8k 346.13
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $1.1M 2.4k 444.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $996k 2.0k 502.65
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $925k 14k 68.36
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $909k 7.5k 120.95
JPMorgan Chase & Co. (JPM) 0.3 $855k 2.7k 322.21
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $853k 37k 23.02
Eli Lilly & Co. (LLY) 0.2 $786k 732.00 1074.33
Tesla Motors (TSLA) 0.2 $778k 1.7k 449.72
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $751k 6.2k 121.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $647k 2.1k 303.82
Visa Com Cl A (V) 0.2 $571k 1.6k 350.80
Netflix (NFLX) 0.2 $525k 5.6k 93.76
Bank of America Corporation (BAC) 0.2 $522k 9.5k 55.00
Vanguard Index Fds Value Etf (VTV) 0.2 $507k 2.7k 190.96
Exxon Mobil Corporation (XOM) 0.1 $481k 4.0k 120.35
Mastercard Incorporated Cl A (MA) 0.1 $439k 769.00 571.21
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $432k 6.0k 71.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $432k 5.9k 73.56
Wisdomtree Tr Global Ex Us Qua (DNL) 0.1 $428k 10k 41.22
Goldman Sachs (GS) 0.1 $397k 451.00 879.96
Johnson & Johnson (JNJ) 0.1 $395k 1.9k 206.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $374k 5.7k 66.00
Abbvie (ABBV) 0.1 $367k 1.6k 228.48
Palantir Technologies Cl A (PLTR) 0.1 $321k 1.8k 177.75
Wal-Mart Stores (WMT) 0.1 $321k 2.9k 111.40
Advanced Micro Devices (AMD) 0.1 $308k 1.4k 214.16
Caterpillar (CAT) 0.1 $299k 523.00 572.36
Oracle Corporation (ORCL) 0.1 $296k 1.5k 194.89
Cisco Systems (CSCO) 0.1 $280k 3.6k 77.04
International Business Machines (IBM) 0.1 $270k 911.00 296.13
Intuitive Surgical Com New (ISRG) 0.1 $268k 473.00 566.36
Life360 (LIF) 0.1 $263k 4.1k 64.14
Wells Fargo & Company (WFC) 0.1 $258k 2.8k 93.21
Costco Wholesale Corporation (COST) 0.1 $257k 298.00 863.56
Micron Technology (MU) 0.1 $255k 892.00 285.47
UnitedHealth (UNH) 0.1 $253k 766.00 330.00
Ishares Tr Core Msci Eafe (IEFA) 0.1 $239k 2.7k 89.46
Vanguard Index Fds Small Cp Etf (VB) 0.1 $238k 921.00 258.00
Merck & Co (MRK) 0.1 $235k 2.2k 105.24
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $234k 1.6k 146.58
Raytheon Technologies Corp (RTX) 0.1 $220k 1.2k 183.35
Ge Aerospace Com New (GE) 0.1 $219k 711.00 308.17
Home Depot (HD) 0.1 $213k 618.00 344.28
Danaher Corporation (DHR) 0.1 $210k 919.00 228.93
Chevron Corporation (CVX) 0.1 $210k 1.4k 152.40
Ishares Tr Core S&p500 Etf (IVV) 0.1 $208k 304.00 684.94
American Express Company (AXP) 0.1 $206k 557.00 369.94
Arista Networks Com Shs (ANET) 0.1 $202k 1.5k 131.03
Coca-Cola Company (KO) 0.1 $200k 2.9k 69.90
Wipro Spon Adr 1 Sh (WIT) 0.0 $84k 30k 2.84
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $57k 11k 5.30