Cherrydale Wealth Management

Cherrydale Wealth Management as of March 31, 2026

Portfolio Holdings for Cherrydale Wealth Management

Cherrydale Wealth Management holds 77 positions in its portfolio as reported in the March 2026 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 $90M 280k 320.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 13.0 $42M 1.1M 38.86
Ishares Tr Core S&p Ttl Stk (ITOT) 8.0 $26M 181k 142.43
Dimensional Etf Trust World Ex Us Core (DFAX) 7.2 $23M 682k 33.97
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 6.7 $22M 73k 295.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.0 $19M 251k 77.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $13M 23k 577.17
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.5 $11M 248k 45.12
Ishares Tr Core Msci Total (IXUS) 3.4 $11M 125k 86.64
Pimco Etf Tr Multisector Bd (PYLD) 1.6 $5.3M 202k 26.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $4.1M 50k 82.75
Ishares Tr Rus 1000 Etf (IWB) 1.2 $3.9M 11k 356.55
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $3.8M 42k 88.70
Apple (AAPL) 1.1 $3.6M 14k 253.80
NVIDIA Corporation (NVDA) 1.1 $3.4M 20k 174.40
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.4M 8.2k 287.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.2M 3.8k 597.60
Microsoft Corporation (MSFT) 0.6 $2.1M 5.6k 370.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $2.0M 3.1k 650.43
Dimensional Etf Trust Us High Profitab (DUHP) 0.6 $2.0M 55k 36.76
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.6 $2.0M 41k 47.98
Amazon (AMZN) 0.6 $1.9M 9.1k 208.27
Wisdomtree Tr Us Total Dividnd (DTD) 0.5 $1.6M 19k 86.36
Meta Platforms Cl A (META) 0.5 $1.6M 2.7k 572.04
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M 5.3k 286.85
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.5M 11k 138.36
Broadcom (AVGO) 0.4 $1.2M 3.7k 309.47
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $975k 2.4k 407.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $937k 3.6k 257.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $896k 1.9k 479.20
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $845k 7.5k 112.27
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $825k 36k 22.91
JPMorgan Chase & Co. (JPM) 0.2 $758k 2.6k 294.15
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $725k 2.1k 337.95
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $714k 14k 52.76
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $714k 6.5k 108.99
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $686k 6.3k 109.68
Exxon Mobil Corporation (XOM) 0.2 $665k 3.9k 169.67
Eli Lilly & Co. (LLY) 0.2 $658k 716.00 919.46
Tesla Motors (TSLA) 0.2 $616k 1.7k 371.75
Netflix (NFLX) 0.2 $543k 5.6k 96.15
Vanguard Index Fds Value Etf (VTV) 0.2 $521k 2.7k 196.17
Johnson & Johnson (JNJ) 0.1 $474k 1.9k 244.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $442k 5.9k 75.10
Visa Com Cl A (V) 0.1 $429k 1.4k 302.33
Wisdomtree Tr Global Ex Us Qua (DNL) 0.1 $419k 10k 40.37
Bank of America Corporation (BAC) 0.1 $401k 8.2k 48.75
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $388k 5.4k 71.73
Goldman Sachs (GS) 0.1 $384k 454.00 845.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $383k 5.7k 67.54
Wal-Mart Stores (WMT) 0.1 $356k 2.9k 124.26
Abbvie (ABBV) 0.1 $352k 1.6k 217.48
Caterpillar (CAT) 0.1 $348k 492.00 707.79
Mastercard Incorporated Cl A (MA) 0.1 $346k 691.00 499.99
Micron Technology (MU) 0.1 $324k 959.00 337.90
Costco Wholesale Corporation (COST) 0.1 $300k 301.00 997.82
Advanced Micro Devices (AMD) 0.1 $284k 1.4k 203.43
Applied Materials (AMAT) 0.1 $261k 762.00 341.99
Merck & Co (MRK) 0.1 $257k 2.1k 120.27
Chevron Corporation (CVX) 0.1 $253k 1.2k 206.89
Ishares Tr Core Msci Eafe (IEFA) 0.1 $252k 2.8k 90.53
Palantir Technologies Cl A (PLTR) 0.1 $252k 1.7k 146.28
Vanguard Index Fds Small Cp Etf (VB) 0.1 $241k 921.00 261.97
Cisco Systems (CSCO) 0.1 $232k 3.0k 77.60
UnitedHealth (UNH) 0.1 $232k 856.00 270.48
International Business Machines (IBM) 0.1 $221k 911.00 242.32
Oracle Corporation (ORCL) 0.1 $220k 1.5k 147.10
Coca-Cola Company (KO) 0.1 $220k 2.9k 76.04
At&t (T) 0.1 $219k 7.5k 28.99
Raytheon Technologies Corp (RTX) 0.1 $218k 1.1k 192.85
Lam Research Corp Com New (LRCX) 0.1 $217k 1.0k 213.66
Intuitive Surgical Com New (ISRG) 0.1 $213k 463.00 460.99
Wells Fargo & Company (WFC) 0.1 $213k 2.7k 79.62
Ge Aerospace Com New (GE) 0.1 $204k 718.00 283.89
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $201k 1.6k 125.46
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $54k 11k 5.03
Wipro Spon Adr 1 Sh (WIT) 0.0 $31k 15k 2.12