The Analysis of CHERRYDALE WEALTH MANAGEMENT, LLC's Holdings
Currently, CHERRYDALE WEALTH MANAGEMENT, LLC holds 79 types of securities in its portfolio with a total value $329.5M. In the most recent quarter, they have increased their positions in VONE (+5.5K shares, valued at $1.7M), N/A (+2.6K shares, valued at $1.6M), VTI (+4.7K shares, valued at $1.6M); decreased their positions in DFAC (-30.7K shares, valued at $1.2M), VB (-4.2K shares, valued at $1.1M), AMZN (-2.8K shares, valued at $635.7K); initiated new positions in MU (+892 shares, valued at $254.6K), N/A (+2.2K shares, valued at $234.7K), DHR (+919 shares, valued at $210.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS272.1K shares1.75%2025-12-312026-01-13
DFAC DIMENSIONAL ETF TRUST1.1M shares-2.64%2025-12-312026-01-13 ITOT ISHARES TR185.4K shares0.47%2025-12-312026-01-13 DFAX DIMENSIONAL ETF TRUST684.1K shares5.60%2025-12-312026-01-13 VONE VANGUARD SCOTTSDALE FDS67.0K shares8.96%2025-12-312026-01-13 VXUS VANGUARD STAR FDS244.4K shares3.51%2025-12-312026-01-13 DFAU DIMENSIONAL ETF TRUST250.2K shares0.07%2025-12-312026-01-13 IXUS ISHARES TR130.9K shares3.54%2025-12-312026-01-13 PYLD PIMCO ETF TR172.2K shares9.54%2025-12-312026-01-13 AAPL APPLE INC15.6K shares-2.25%2025-12-312026-01-13 IWB ISHARES TR11.3K shares-4.60%2025-12-312026-01-13 NVDA NVIDIA CORPORATION21.3K shares0.00%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS42.6K shares-1.09%2025-12-312026-01-13 MSFT MICROSOFT CORP6.5K shares0.00%2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR4.4K shares0.27%2025-12-312026-01-13 VCIT VANGUARD SCOTTSDALE FDS35.1K shares17.13%2025-12-312026-01-13 ALPHABET INC ALPHABET INC8.9K shares0.01%2025-12-312026-01-13 AMZN AMAZON COM INC9.2K shares-23.13%2025-12-312026-01-13 DUHP DIMENSIONAL ETF TRUST55.1K shares0.82%2025-12-312026-01-13 META META PLATFORMS INC2.8K shares0.00%2025-12-312026-01-13 VOT VANGUARD INDEX FDS6.1K shares1.55%2025-12-312026-01-13 ALPHABET INC ALPHABET INC5.3K shares0.04%2025-12-312026-01-13 DTD WISDOMTREE TR18.6K shares0.57%2025-12-312026-01-13 HIMU BLACKROCK ETF TRUST II32.1K shares10.69%2025-12-312026-01-13 ACWI ISHARES TR10.6K shares0.89%2025-12-312026-01-13 BROADCOM INC BROADCOM INC3.8K shares0.90%2025-12-312026-01-13 VOOG VANGUARD ADMIRAL FDS INC2.4K shares0.17%2025-12-312026-01-13 GBTC GRAYSCALE BITCOIN TRUST ETF13.5K shares0.00%2025-12-312026-01-13 ESGV VANGUARD WORLD FD7.5K shares-0.98%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.2.7K shares0.00%2025-12-312026-01-13 GOVT ISHARES TR37.1K shares-1.16%2025-12-312026-01-13 LLY ELI LILLY & CO732 shares0.00%2025-12-312026-01-13 TSLA TESLA INC1.7K shares0.00%2025-12-312026-01-13 VONG VANGUARD SCOTTSDALE FDS6.2K shares0.11%2025-12-312026-01-13 TSM TAIWAN SEMICONDUCTOR MFG LTD2.1K shares0.00%2025-12-312026-01-13 V VISA INC1.6K shares0.00%2025-12-312026-01-13 NFLX NETFLIX INC5.6K shares900.00%2025-12-312026-01-13 BAC BANK AMERICA CORP9.5K shares0.14%2025-12-312026-01-13 VTV VANGUARD INDEX FDS2.7K shares0.00%2025-12-312026-01-13 XOM EXXON MOBIL CORP4.0K shares1.53%2025-12-312026-01-13 MA MASTERCARD INCORPORATED769 shares0.00%2025-12-312026-01-13 VSGX VANGUARD WORLD FD6.0K shares-1.16%2025-12-312026-01-13 VEU VANGUARD INTL EQUITY INDEX F5.9K shares1.72%2025-12-312026-01-13 DNL WISDOMTREE TR10.4K shares0.57%2025-12-312026-01-13 GS GOLDMAN SACHS GROUP INC451 shares0.00%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON1.9K shares0.00%2025-12-312026-01-13 IJH ISHARES TR5.7K shares0.50%2025-12-312026-01-13 ABBV ABBVIE INC1.6K shares0.00%2025-12-312026-01-13 PLTR PALANTIR TECHNOLOGIES INC1.8K shares4.93%2025-12-312026-01-13 WMT WALMART INC2.9K shares0.00%2025-12-312026-01-13 AMD ADVANCED MICRO DEVICES INC1.4K shares3.38%2025-12-312026-01-13 CAT CATERPILLAR INC523 shares0.00%2025-12-312026-01-13 ORCL ORACLE CORP1.5K shares0.00%2025-12-312026-01-13 CSCO CISCO SYS INC3.6K shares0.61%2025-12-312026-01-13 IBM INTERNATIONAL BUSINESS MACHS911 shares0.00%2025-12-312026-01-13 ISRG INTUITIVE SURGICAL INC473 shares2.38%2025-12-312026-01-13 LIF LIFE360 INC4.1K shares0.00%2025-12-312026-01-13 WFC WELLS FARGO CO NEW2.8K shares0.00%2025-12-312026-01-13 COST COSTCO WHSL CORP NEW298 shares0.00%2025-12-312026-01-13 MU MICRON TECHNOLOGY INC892 sharesnew addition2025-12-312026-01-13 UNH UNITEDHEALTH GROUP INC766 shares-9.56%2025-12-312026-01-13 IEFA ISHARES TR2.7K shares1.95%2025-12-312026-01-13 VB VANGUARD INDEX FDS921 shares-81.98%2025-12-312026-01-13 MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-01-13 BABA ALIBABA GROUP HLDG LTD1.6K shares0.00%2025-12-312026-01-13 RTX RTX CORPORATION1.2K shares0.00%2025-12-312026-01-13 GE AEROSPACE GE AEROSPACE711 shares0.00%2025-12-312026-01-13 HD HOME DEPOT INC618 shares0.00%2025-12-312026-01-13 DHR DANAHER CORPORATION919 sharesnew addition2025-12-312026-01-13 CVX CHEVRON CORP NEW1.4K shares2.54%2025-12-312026-01-13 IVV ISHARES TR304 shares0.00%2025-12-312026-01-13 AXP AMERICAN EXPRESS CO557 sharesnew addition2025-12-312026-01-13 KO COCA COLA CO2.9K sharesnew addition2025-12-312026-01-13 WIT WIPRO LTD29.5K shares12.49%2025-12-312026-01-13 LYG LLOYDS BANKING GROUP PLC10.7K shares0.00%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available