Cherrydale Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $71.7M, Dimensional ETF Tr U S Core Eq with a value of $40.2M, Ishares Core S&P Total U.S. St with a value of $23.3M, Vanguard Russell 1000 ETF with a value of $16.6M, and Dimensional ETF Tr with a value of $14.1M.
Examining the 13F form we can see an increase of $12M in the current position value, from $244M to 256M.
Below you can find more details about Cherrydale Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $215 Million
Technology: $12 Million
Communication Services: $4.74 Million
Consumer Cyclical: $3.41 Million
Financial Services: $3.1 Million
Healthcare: $2.28 Million
Consumer Defensive: $912,000
Energy: $393,000
Other: $210,000
Stock Holdings Table Market Cap. of $200 Billions or more
