Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: CHERRYDALE WEALTH MANAGEMENT LLC
  City: NEW ROCHELLE
  State: NY
  Zip: 10801
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,837,000
  Total Value Change : $22,203,000
  Securities Held Change : 12
   
All Securities Held : 62
  New Positions : 12
  Closed Positions : 2
  Increased Positions : 31
  Unchanged Positions : 4
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 2 - $32.05 $35,235,000 1,102,816 16.48% 2,840,000 -5,458 0.123    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 3 - $116.35 $20,201,000 175,200 9.45% 1,166,000 -5,690 0.048    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 4 - $62.21 $16,077,000 266,609 7.52% -1,728,000 -40,584 0.046    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 6 - $70.07 $11,990,000 176,695 5.61% -814,000 -20,502 0.005    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 7 - $0.00 $8,693,000 237,915 4.07% 340,000 -13,313 0.264    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 10 - $84.89 $3,976,000 45,970 1.86% -229,000 -1,616 0.013    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 11 - $451.76 $2,544,000 5,729 1.19% 117,000 -198 0.001    Closed - End Fund - Debt
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 21 - $225.56 $1,228,000 5,373 0.57% -340,000 -1,976 0.003    Closed - End Fund - E...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 25 - $233.88 $1,065,000 4,515 0.5% -293,000 -1,671 0.01    Closed - End Fund - Debt
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 27 - $110.32 $923,000 8,348 0.43% -1,917,000 -17,439 0.005    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 28 - $40.49 $803,000 19,622 0.38% -193,000 -7,134 0.002    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 31 - $0.00 $609,000 10,589 0.28% -106,000 -2,350 0.04    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 32 - $255.38 $534,000 2,048 0.25% -144,000 -755 0.004    Closed - End Fund - E...
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 36 - $0.00 $399,000 12,608 0.19% -96,000 -4,676 0.009    N/A
   (LYG)1 Year Chart         LYG Lloyds Banking Group Plc 62 - $2.82 $31,000 12,104 0.01% 2,000 -129 0.001    Foreign Regional Banks
      15 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us