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| Name: |
CHERRYDALE WEALTH MANAGEMENT LLC |
| City: |
NEW ROCHELLE |
| State: |
NY |
| Zip: |
10801 |
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data |
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| Holdings
Found :
31 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$260.44 |
$55,345,000 |
212,948 |
25.88% |
11,518,000 |
28,195 |
0.021 |
Closed - End Fund - E... |
|
|
DFAX |
Dimensional Funds plc - Wor... |
5 |
- |
$26.02 |
$14,767,000 |
580,482 |
6.91% |
1,400,000 |
33,103 |
0.064 |
N/A |
|
|
VONE |
Vanguard Russell 1000 Etf |
8 |
- |
$239.22 |
$6,462,000 |
27,116 |
3.02% |
2,925,000 |
10,810 |
0.025 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
9 |
- |
$527.37 |
$4,267,000 |
8,158 |
2% |
404,000 |
32 |
0 |
Closed - End Fund - E... |
|
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MSFT |
Microsoft Corp |
12 |
- |
$415.13 |
$2,380,000 |
5,656 |
1.11% |
585,000 |
884 |
0 |
Application Software |
|
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FB |
Meta Platforms Inc |
14 |
- |
$466.83 |
$1,793,000 |
3,693 |
0.84% |
567,000 |
228 |
0 |
Internet Service Prov... |
|
|
NVDA |
NVIDIA Corporation |
15 |
- |
$1,096.33 |
$1,738,000 |
1,924 |
0.81% |
922,000 |
276 |
0 |
Semiconductor - Speci... |
|
|
AAPL |
Apple Inc |
16 |
- |
$192.25 |
$1,661,000 |
9,685 |
0.78% |
-74,000 |
675 |
0 |
Personal Computers |
|
|
TSLA |
Tesla Motors Inc |
17 |
- |
$177.81 |
$1,498,000 |
8,519 |
0.7% |
-602,000 |
68 |
0 |
Auto Manufacturers |
|
|
GOOGL |
Alphabet Inc |
18 |
- |
$172.50 |
$1,433,000 |
9,495 |
0.67% |
318,000 |
1,512 |
0 |
Search Engines & Info... |
|
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ESGV |
Vanguard Esg Us Stock Etf |
19 |
- |
$0.00 |
$1,327,000 |
14,239 |
0.62% |
207,000 |
1,073 |
0.038 |
N/A |
|
|
DTD |
Wisdom Tree Trust Total Div... |
20 |
- |
$67.53 |
$1,284,000 |
18,150 |
0.6% |
103,000 |
86 |
0.024 |
Closed - End Fund - E... |
|
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AMZN |
Amazon.com Inc |
22 |
- |
$176.44 |
$1,141,000 |
6,327 |
0.53% |
342,000 |
1,067 |
0 |
Internet Software & S... |
|
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VOO |
Vanguard S&P 500 Etf |
23 |
- |
$484.62 |
$1,140,000 |
2,371 |
0.53% |
108,000 |
7 |
0 |
Closed - End Fund - E... |
|
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BRK.B |
Berkshire Hathaway B |
30 |
- |
$414.40 |
$627,000 |
1,492 |
0.29% |
178,000 |
232 |
0 |
Property & Casualty I... |
|
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LLY |
Eli Lilly & Co |
33 |
- |
$820.34 |
$521,000 |
670 |
0.24% |
185,000 |
93 |
0 |
Drug Manufacturers - ... |
|
|
JPM |
JP Morgan Chase & Co |
34 |
- |
$202.63 |
$475,000 |
2,370 |
0.22% |
140,000 |
402 |
0 |
Domestic Money Center... |
|
|
AVGO |
Broadcom Limited |
35 |
- |
$1,328.55 |
$421,000 |
318 |
0.2% |
138,000 |
64 |
0 |
Semiconductor- Broad... |
|
|
DNL |
WisdomTree World ex-US Growth |
37 |
- |
$39.15 |
$388,000 |
9,983 |
0.18% |
20,000 |
42 |
0.011 |
Closed - End Fund - Debt |
|
|
V |
Visa Inc |
38 |
- |
$272.46 |
$386,000 |
1,384 |
0.18% |
68,000 |
161 |
0 |
Business Services |
|
|
XOM |
Exxon Mobil Corp |
39 |
- |
$117.26 |
$385,000 |
3,309 |
0.18% |
102,000 |
474 |
0 |
Integrated Oil & Gas |
|
|
BAC |
Bank of America Corp |
40 |
- |
$39.99 |
$346,000 |
9,111 |
0.16% |
63,000 |
710 |
0 |
Domestic Money Center... |
|
|
UNH |
Unitedhealth Group Inc |
41 |
- |
$495.37 |
$344,000 |
695 |
0.16% |
-6,000 |
29 |
0 |
Health Care Plans |
|
|
MA |
MasterCard Inc A |
42 |
- |
$447.07 |
$338,000 |
701 |
0.16% |
93,000 |
126 |
0 |
Business Services |
|
|
VEU |
Vanguard FTSE All-World ETF |
43 |
- |
$57.31 |
$333,000 |
5,679 |
0.16% |
15,000 |
21 |
0.001 |
Closed - End Fund - F... |
|
|
NFLX |
Netflix Inc |
44 |
- |
$641.62 |
$321,000 |
528 |
0.15% |
89,000 |
51 |
0 |
Music & Video Stores |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
45 |
- |
$151.04 |
$292,000 |
2,147 |
0.14% |
292,000 |
2,147 |
0 |
Semiconductor - Integ... |
|
|
DHR |
Danaher Corp |
46 |
- |
$256.80 |
$286,000 |
1,146 |
0.13% |
35,000 |
60 |
0 |
General Building Mate... |
|
|
JNJ |
Johnson & Johnson |
47 |
- |
$146.67 |
$277,000 |
1,754 |
0.13% |
277,000 |
1,754 |
0 |
Drug Manufacturers - ... |
|
|
GBDC |
Golub Capital Bdc, Inc. |
58 |
- |
$16.57 |
$178,000 |
10,730 |
0.08% |
21,000 |
305 |
0.006 |
Asset Management |
|
|
WIT |
Wipro Limited (ADR) |
59 |
- |
$5.15 |
$119,000 |
20,756 |
0.06% |
18,000 |
2,588 |
0.004 |
Business Software & S... |
|
