CHERRYDALE WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$252.9B
Holdings
73
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (73 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 244,914 | $67.3B | 26.62% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,162,725 | $38.4B | 15.17% | |
| 3 | ITOTISHARES TR | 195,343 | $23.8B | 9.42% | |
| 4 | VONEVANGUARD SCOTTSDALE FDS | 64,898 | $16.5B | 6.51% | |
| 5 | DFAXDIMENSIONAL ETF TRUST | 581,256 | $15.2B | 6.02% | |
| 6 | VXUSVANGUARD STAR FDS | 213,953 | $13.3B | 5.25% | |
| 7 | IXUSISHARES TR | 145,218 | $10.1B | 4.01% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 245,105 | $9.4B | 3.73% | |
| 9 | NDQINVESCO QQQ TR | 14,041 | $6.6B | 2.60% | |
| 10 | SPYSPDR S&P 500 ETF TR | 8,262 | $4.6B | 1.83% | |
| 11 | VNQVANGUARD INDEX FDS | 43,807 | $4.0B | 1.57% | |
| 12 | AAPLAPPLE INC | 15,547 | $3.5B | 1.37% | |
| 13 | PYLDPIMCO ETF TR | 125,775 | $3.3B | 1.31% | |
| 14 | MSFTMICROSOFT CORP | 6,334 | $2.4B | 0.94% | |
| 15 | NVDANVIDIA CORPORATION | 21,465 | $2.3B | 0.92% | |
| 16 | AMZNAMAZON COM INC | 10,794 | $2.1B | 0.81% | |
| 17 | VOOVANGUARD INDEX FDS | 2,947 | $1.5B | 0.60% | |
| 18 | DUHPDIMENSIONAL ETF TRUST | 43,139 | $1.4B | 0.57% | |
| 19 | DTDWISDOMTREE TR | 18,540 | $1.4B | 0.56% | |
| 20 | METAMETA PLATFORMS INC | 2,448 | $1.4B | 0.56% | |
| 21 | GOOGLALPHABET INC | 8,795 | $1.4B | 0.54% | |
| 22 | ACWIISHARES TR | 10,475 | $1.2B | 0.48% | |
| 23 | VOTVANGUARD INDEX FDS | 4,861 | $1.2B | 0.47% | |
| 24 | VBVANGUARD INDEX FDS | 4,926 | $1.1B | 0.43% | |
| 25 | AQLTISHARES TR | 40,542 | $931.9M | 0.37% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,682 | $895.8M | 0.35% | |
| 27 | GBTCGRAYSCALE BITCOIN TRUST ETF | 13,531 | $881.8M | 0.35% | |
| 28 | IWBISHARES TR | 2,629 | $806.3M | 0.32% | |
| 29 | DFUVDIMENSIONAL ETF TRUST | 18,046 | $743.7M | 0.29% | |
| 30 | ESGVVANGUARD WORLD FD | 7,548 | $739.3M | 0.29% | |
| 31 | GOOGALPHABET INC | 4,650 | $726.4M | 0.29% | |
| 32 | VCITVANGUARD SCOTTSDALE FDS | 8,190 | $669.6M | 0.26% | |
| 33 | JPMJPMORGAN CHASE & CO. | 2,638 | $647.1M | 0.26% | |
| 34 | AVGOBROADCOM INC | 3,854 | $645.2M | 0.26% | |
| 35 | LLYELI LILLY & CO | 735 | $606.8M | 0.24% | |
| 36 | VONGVANGUARD SCOTTSDALE FDS | 6,146 | $570.3M | 0.23% | |
| 37 | VVISA INC | 1,520 | $532.8M | 0.21% | |
| 38 | NFLXNETFLIX INC | 560 | $522.2M | 0.21% | |
| 39 | XOMEXXON MOBIL CORP | 4,018 | $477.9M | 0.19% | |
| 40 | VBKVANGUARD INDEX FDS | 1,861 | $468.5M | 0.19% | |
| 41 | TSLATESLA INC | 1,709 | $442.9M | 0.18% | |
| 42 | MAMASTERCARD INCORPORATED | 759 | $416.3M | 0.16% | |
| 43 | BACBANK AMERICA CORP | 9,594 | $400.4M | 0.16% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 751 | $393.2M | 0.16% | |
| 45 | JNJJOHNSON & JOHNSON | 2,221 | $368.3M | 0.15% | |
| 46 | VSGXVANGUARD WORLD FD | 6,183 | $364.7M | 0.14% | |
| 47 | DNLWISDOMTREE TR | 10,189 | $363.4M | 0.14% | |
| 48 | VEUVANGUARD INTL EQUITY INDEX F | 5,703 | $345.9M | 0.14% | |
| 49 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,050 | $340.2M | 0.13% | |
| 50 | ABBVABBVIE INC | 1,585 | $332.1M | 0.13% | |
| 51 | IJHISHARES TR | 5,684 | $331.7M | 0.13% | |
| 52 | PGPROCTER AND GAMBLE CO | 1,833 | $312.4M | 0.12% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 298 | $282.2M | 0.11% | |
| 54 | WMTWALMART INC | 2,834 | $248.8M | 0.10% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 450 | $246.0M | 0.10% | |
| 56 | CVXCHEVRON CORP NEW | 1,461 | $244.4M | 0.10% | |
| 57 | TMUST-MOBILE US INC | 901 | $240.3M | 0.10% | |
| 58 | CPRTCOPART INC | 4,208 | $238.1M | 0.09% | |
| 59 | DHRDANAHER CORPORATION | 1,138 | $233.4M | 0.09% | |
| 60 | CSCOCISCO SYS INC | 3,759 | $232.0M | 0.09% | |
| 61 | ISRGINTUITIVE SURGICAL INC | 462 | $228.8M | 0.09% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 911 | $226.5M | 0.09% | |
| 63 | MRKMERCK & CO INC | 2,412 | $216.5M | 0.09% | |
| 64 | HDHOME DEPOT INC | 588 | $215.6M | 0.09% | |
| 65 | ORCLORACLE CORP | 1,523 | $212.9M | 0.08% | |
| 66 | TAT&T INC | 7,503 | $212.2M | 0.08% | |
| 67 | KOCOCA COLA CO | 2,810 | $201.2M | 0.08% | |
| 68 | ABTABBOTT LABS | 1,514 | $200.8M | 0.08% | |
| 69 | CRMSALESFORCE INC | 747 | $200.5M | 0.08% | |
| 70 | WITWIPRO LTD | 40,736 | $124.7M | 0.05% | |
| 71 | COMPCOMPASS INC | 13,000 | $113.5M | 0.04% | |
| 72 | MSAIMULTISENSOR AI HOLDINGS INC | 69,679 | $64.8M | 0.03% | |
| 73 | LYGLLOYDS BANKING GROUP PLC | 12,104 | $46.2M | 0.02% |