CW

CHERRYDALE WEALTH MANAGEMENT, LLC

13F
CHERRYDALE WEALTH MANAGEMENT, LLC
Last update 2025-04-14 73 Stocks (5 new)
Value $253.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(26.62%)DFAC(15.17%)ITOT(9.42%)VONE(6.51%)DFAX(6.02%)
Summary Stock Picks Current Portfolio
CHERRYDALE WEALTH MANAGEMENT, ... Top Holdings of 2025-03-31 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
244,914
67,312.1
-1.04%
26.620
-0.29%
0.010
-2.73%
+1.31%
465,358.1
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
1,162,725
38,358.3
+0.15%
15.170
+0.02%
0.120
-3.07%
+0.74%
33,188.5
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
195,343
23,833.8
+7.84%
9.420
+0.68%
0.040
-2.73%
+1.33%
67,897.6
 
VONE 		Vanguard Russell 1000 Index Fund
64,898
16,475.0
+3.99%
6.510
+0.25%
0.270
-2.46%
+1.69%
5,560.5
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
581,256
15,228.9
+2.59%
6.020
+0.15%
0.200
+6.84%
+13.16%
8,171.6
 
VXUS 		Vanguard Total International Stock
213,953
13,286.5
-7.65%
5.250
-0.40%
0.020
+5.69%
+12.83%
84,627.1
 
IXUS 		iShares Core MSCI Total International Stock ETF
145,218
10,137.6
-1.51%
4.010
-0.06%
0.030
+5.73%
+12.97%
43,972.8
 
DFAU 		Dimensional US Core Equity Market ETF
245,105
9,421.9
+0.45%
3.730
+0.02%
0.130
-2.82%
+1.09%
7,933.2
 
QQQ 		INVESCO QQQ Trust
14,041
6,584.0
+12.25%
2.600
+0.28%
0.000
-2.95%
+2.16%
326,048.1
 
SPY 		SPDR S&P 500 ETF Trust
8,262
4,621.4
+0.33%
1.830
+0.01%
0.000
-2.25%
+1.69%
606,281.3
 

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
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.68%
●
120.29 ($128.89) 134.6
$129.96
0.83%
Add 7.84%
195,343
14,199
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Add
+0.58%
●
25.77 ($26.17) 26.48
$26.09
-0.31%
Add 80.18%
125,775
55,971
VXUS 		Vanguard Total International Stock2025-03-31Reduce
-0.40%
●
58.01 ($61.77) 64.46
$66.29
7.32%
Reduce -7.65%
213,953
-17,727
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.29%
●
271.18 ($290.53) 303.12
$292.58
0.71%
Reduce -1.04%
244,914
-2,563
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.28%
●
468.34 ($508.07) 539.52
$521.51
2.65%
Add 12.25%
14,041
1,532
VONE 		Vanguard Russell 1000 Index Fund2025-03-31Add
+0.25%
●
250.16 ($267.62) 279.43
$270.41
1.04%
Add 3.99%
64,898
2,492
IWB 		iShares Russell 1000 ETF2025-03-31Add
+0.23%
●
302.31 ($323.34) 337.54
$326.72
1.05%
Add 245.47%
2,629
1,868
AAPL 		Apple Inc2025-03-31Add
+0.21%
●
209.68 ($231.67) 247.1
$211.26
-8.81%
Add 18.06%
15,547
2,378
AMZN 		Amazon.com Inc2025-03-31Add
+0.18%
●
190.26 ($217) 242.06
$205.59
-5.26%
Add 27.72%
10,794
2,343
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2025-03-31Add
+0.15%
●
24.45 ($25.96) 27.21
$28.06
8.09%
Add 2.59%
581,256
14,689

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 2025-03-31

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

  • 1

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