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CHERRYDALE WEALTH MANAGEMENT, LLC

13F
CHERRYDALE WEALTH MANAGEMENT, LLC
Last update 2025-07-14 75 Stocks (9 new)
Value $287.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(27.32%)DFAC(14.59%)ITOT(8.64%)DFAX(6.34%)VONE(5.66%)
Summary Stock Picks Current Portfolio
CHERRYDALE WEALTH MANAGEMENT, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
258,302
78,505.7
+5.47%
27.320
+1.42%
0.020
+19.96%
+7.60%
474,434.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
1,170,032
41,934.0
+0.63%
14.590
+0.09%
0.120
+18.92%
+6.57%
35,706.4
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
183,984
24,845.2
-5.81%
8.640
-0.55%
0.040
+20.09%
+7.64%
72,412.3
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
620,140
18,213.5
+6.69%
6.340
+0.40%
0.210
+14.99%
+21.83%
8,979.3
 
VONE
Vanguard Russell 1000 Index Fund
57,909
16,264.2
-10.77%
5.660
-0.70%
0.280
+19.93%
+7.89%
5,985.8
 
VXUS
Vanguard Total International Stock
227,109
15,691.0
+6.15%
5.460
+0.32%
0.020
+13.01%
+19.69%
92,835.9
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
251,963
10,673.2
+2.80%
3.710
+0.10%
0.130
+19.90%
+7.26%
8,750.0
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
126,530
9,782.0
-12.87%
3.400
-0.52%
0.020
+13.58%
+20.02%
46,706.7
 
QQQ
INVESCO QQQ Trust
12,856
7,091.6
-8.44%
2.470
-0.22%
0.000
+26.41%
+10.07%
357,853.0
 
IWB
iShares Russell 1000 ETF
11,847
4,023.0
+350.63%
1.400
+1.09%
0.010
+19.77%
+7.86%
41,513.2
 

CHERRYDALE WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

CHERRYDALE WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+1.42%
●
243.75 ($281.15) 303.93
$309.80
10.19%
Add 5.47%
258,302
13,388
IWB
iShares Russell 1000 ETF
2025-06-30
Add
Add
+1.09%
●
272.36 ($313.79) 339.57
$345.66
10.16%
Add 350.63%
11,847
9,218
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.80%
●
496.48 ($571.44) 617.85
$628.86
10.05%
Reduce -43.9%
4,635
-3,627
VONE
Vanguard Russell 1000 Index Fund
2025-06-30
Reduce
Reduce
-0.70%
●
225.48 ($259.68) 280.86
$286.06
10.16%
Reduce -10.77%
57,909
-6,989
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.62%
●
79.56 ($81.25) 82.92
$82.64
1.71%
Add 261.89%
29,639
21,449
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Reduce
Reduce
-0.55%
●
108.12 ($124.74) 135.04
$137.64
10.34%
Reduce -5.81%
183,984
-11,359
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-06-30
Reduce
Reduce
-0.52%
●
62.37 ($72.96) 77.63
$78.17
7.14%
Reduce -12.87%
126,530
-18,688
HIMU
iShares High Yield Muni Active ETF
2025-06-30
New Buy
New Buy
+0.51%
●
46.34 ($48.25) 49.79
$47.24
-2.09%
New holding
30,184
30,184
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.40%
●
23.37 ($27.5) 29.39
$29.83
8.47%
Add 6.69%
620,140
38,884
VOOG
Vanguard S&P 500 Growth ETF
2025-06-30
New Buy
New Buy
+0.33%
●
299.15 ($356.63) 396.54
$403.91
13.26%
New holding
2,369
2,369

CHERRYDALE WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

CHERRYDALE WEALTH MANAGEMENT, LLC's Asset Allocation

To

CHERRYDALE WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CHERRYDALE WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-06-30

CHERRYDALE WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CHERRYDALE WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

CHERRYDALE WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

CHERRYDALE WEALTH MANAGEMENT, LLC News

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