HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
212,948 | +28,195 | $55,345 |
| VTI | 212,948 | +28,195 | $55,345 |
| DIMENSIONAL ETF TRUST (DFAC) |
1,102,816 | -5,458 | $35,235 |
| DFAC | 1,102,816 | -5,458 | $35,235 |
| ISHARES TR (ITOT) |
175,200 | -5,690 | $20,201 |
| ITOT | 175,200 | -5,690 | $20,201 |
| VANGUARD STAR FDS (VXUS) |
266,609 | -40,584 | $16,077 |
| VXUS | 266,609 | -40,584 | $16,077 |
| DIMENSIONAL ETF TRUST (DFAX) |
580,482 | +33,103 | $14,767 |
| DFAX | 580,482 | +33,103 | $14,767 |
| ISHARES TR (IXUS) |
176,695 | -20,502 | $11,990 |
| IXUS | 176,695 | -20,502 | $11,990 |
| DIMENSIONAL ETF TRUST (DFAU) |
237,915 | -13,313 | $8,693 |
| DFAU | 237,915 | -13,313 | $8,693 |
| VANGUARD SCOTTSDALE FDS (VONE) |
27,116 | +10,810 | $6,462 |
| VONE | 27,116 | +10,810 | $6,462 |
| SPDR S&P 500 ETF TR (SPY) |
8,158 | +32 | $4,267 |
| SPY | 8,158 | +32 | $4,267 |
| VANGUARD INDEX FDS (VNQ) |
45,970 | -1,616 | $3,976 |
| VNQ | 45,970 | -1,616 | $3,976 |
| INVESCO QQQ TR |
5,729 | -198 | $2,544 |
| QQQ | 5,729 | -198 | $2,544 |
| MICROSOFT CORP |
5,656 | +884 | $2,380 |
| MSFT | 5,656 | +884 | $2,380 |
| ISHARES TR (IEI) |
16,844 | +16,844 | $1,951 |
| IEI | 16,844 | +16,844 | $1,951 |
| META PLATFORMS INC |
3,693 | +228 | $1,793 |
| META | 3,693 | +228 | $1,793 |
| NVIDIA CORPORATION |
1,924 | +276 | $1,738 |
| NVDA | 1,924 | +276 | $1,738 |
| APPLE INC |
9,685 | +675 | $1,661 |
| AAPL | 9,685 | +675 | $1,661 |
| TESLA INC |
8,519 | +68 | $1,498 |
| TSLA | 8,519 | +68 | $1,498 |
| ALPHABET INC |
9,495 | +1,512 | $1,433 |
| GOOGL | 9,495 | +1,512 | $1,433 |
| VANGUARD WORLD FD (ESGV) |
14,239 | +1,073 | $1,327 |
| ESGV | 14,239 | +1,073 | $1,327 |
| WISDOMTREE TR |
18,150 | +86 | $1,284 |
| DTD | 18,150 | +86 | $1,284 |
| VANGUARD INDEX FDS (VB) |
5,373 | -1,976 | $1,228 |
| VB | 5,373 | -1,976 | $1,228 |
| AMAZON COM INC |
6,327 | +1,067 | $1,141 |
| AMZN | 6,327 | +1,067 | $1,141 |
| VANGUARD INDEX FDS (VOO) |
2,371 | +7 | $1,140 |
| VOO | 2,371 | +7 | $1,140 |
| ISHARES TR (ACWI) |
10,294 | UNCH | $1,134 |
| ACWI | 10,294 | UNCH | $1,134 |
| VANGUARD INDEX FDS (VOT) |
4,515 | -1,671 | $1,065 |
| VOT | 4,515 | -1,671 | $1,065 |
| ISHARES TR (GOVT) |
44,923 | +44,923 | $1,023 |
| GOVT | 44,923 | +44,923 | $1,023 |
| ISHARES TR (SHV) |
8,348 | -17,439 | $923 |
| SHV | 8,348 | -17,439 | $923 |
| DIMENSIONAL ETF TRUST (DFUV) |
19,622 | -7,134 | $803 |
| DFUV | 19,622 | -7,134 | $803 |
| ALPHABET INC |
4,638 | UNCH | $706 |
| GOOG | 4,638 | UNCH | $706 |
 BERKSHIRE HATHAWAY INC DEL |
$627 | ||
| BRK.B | 1,492 | +232 | $627 |
| VANGUARD WORLD FD (VSGX) |
10,589 | -2,350 | $609 |
| VSGX | 10,589 | -2,350 | $609 |
| VANGUARD INDEX FDS (VBK) |
2,048 | -755 | $534 |
| VBK | 2,048 | -755 | $534 |
| ELI LILLY & CO |
670 | +93 | $521 |
| LLY | 670 | +93 | $521 |
| JPMORGAN CHASE & CO |
2,370 | +402 | $475 |
| JPM | 2,370 | +402 | $475 |
| BROADCOM INC |
318 | +64 | $421 |
| AVGO | 318 | +64 | $421 |
| DIMENSIONAL ETF TRUST (DUHP) |
12,608 | -4,676 | $399 |
| DUHP | 12,608 | -4,676 | $399 |
| WISDOMTREE TR |
9,983 | +42 | $388 |
| DNL | 9,983 | +42 | $388 |
| VISA INC |
1,384 | +161 | $386 |
| V | 1,384 | +161 | $386 |
| EXXON MOBIL CORP |
3,309 | +474 | $385 |
| XOM | 3,309 | +474 | $385 |
| BANK AMERICA CORP |
9,111 | +710 | $346 |
| BAC | 9,111 | +710 | $346 |
| UNITEDHEALTH GROUP INC |
695 | +29 | $344 |
| UNH | 695 | +29 | $344 |
| MASTERCARD INCORPORATED |
701 | +126 | $338 |
| MA | 701 | +126 | $338 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
5,679 | +21 | $333 |
| VEU | 5,679 | +21 | $333 |
| NETFLIX INC |
528 | +51 | $321 |
| NFLX | 528 | +51 | $321 |
| TAIWAN SEMICONDUCTOR MFG LTD |
2,147 | +2,147 | $292 |
| TSM | 2,147 | +2,147 | $292 |
| DANAHER CORPORATION |
1,146 | +60 | $286 |
| DHR | 1,146 | +60 | $286 |
| JOHNSON & JOHNSON |
1,754 | +1,754 | $277 |
| JNJ | 1,754 | +1,754 | $277 |
| ABBVIE INC |
1,436 | +1,436 | $261 |
| ABBV | 1,436 | +1,436 | $261 |
| MERCK & CO INC |
1,936 | UNCH | $255 |
| MRK | 1,936 | UNCH | $255 |
| PROCTER AND GAMBLE CO |
1,509 | +1,509 | $245 |
| PG | 1,509 | +1,509 | $245 |
See Full List: All Stocks Held By Cherrydale Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cherrydale Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $213,837 At 12/31/2023: $191,634 Cherrydale Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cherrydale Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
