0001907327-22-000002.txt : 20220426
0001907327-22-000002.hdr.sgml : 20220426
20220426121115
ACCESSION NUMBER: 0001907327-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220426
DATE AS OF CHANGE: 20220426
EFFECTIVENESS DATE: 20220426
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CHERRYDALE WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001907327
IRS NUMBER: 471242936
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21553
FILM NUMBER: 22852814
BUSINESS ADDRESS:
STREET 1: 547 NORTH AVENUE, #132
CITY: NEW ROCHELLE
STATE: NY
ZIP: 10801
BUSINESS PHONE: 917-838-7507
MAIL ADDRESS:
STREET 1: 547 NORTH AVENUE, #132
CITY: NEW ROCHELLE
STATE: NY
ZIP: 10801
13F-HR
1
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0001907327
XXXXXXXX
03-31-2022
03-31-2022
CHERRYDALE WEALTH MANAGEMENT, LLC
547 NORTH AVENUE, #132
NEW ROCHELLE
NY
10801
13F HOLDINGS REPORT
028-21553
N
JORDAN SZEKELY
FOUNDER & MANAGING PARTNER
917-838-7507
JORDAN SZEKELY
NEW YORK
NY
04-26-2022
0
41
136253
false
INFORMATION TABLE
2
thirteenf.xml
AMAZON
COM
023135106
1212
372
SH
SOLE
372
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
13283
36641
SH
SOLE
36641
0
0
BLOCK INC
CL A
852234103
293
2162
SH
SOLE
2162
0
0
JOHNSON & JOHNSON
COM
478160104
231
1308
SH
SOLE
1308
0
0
VANGUARD INDEX FDS
TOTAL STOCK MARKET
922908769
34450
151319
SH
SOLE
151319
0
0
ISHARES TR
MSCI ACWI EX US
464288240
305
5843
SH
SOLE
5843
0
0
NETFLIX INC
COM
64110L106
343
917
SH
SOLE
917
0
0
COMPASS INC
CL A
20464U100
341
43433
SH
SOLE
43433
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1231
2726
SH
SOLE
2726
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
317
901
SH
SOLE
901
0
0
ALPHABET INC
CAP STK CL A
02079K305
820
295
SH
SOLE
295
0
0
MICROSOFT CORP
COM
594918104
1726
5599
SH
SOLE
5599
0
0
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
505
8841
SH
SOLE
8841
0
0
VANGUARD WORLD FD
ESG US STK ETF
921910733
1176
14511
SH
SOLE
14511
0
0
TESLA INC
COM
88160R101
2866
2660
SH
SOLE
2660
0
0
LYFT INC
CL A COM
55087P104
212
5539
SH
SOLE
5539
0
0
ISHARES TR
EAFE GRWTH ETF
464288885
446
4633
SH
SOLE
4633
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
15825
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SH
SOLE
264909
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PALANTIR TECHNOLOGIES INC
CL A
69608A108
199
14500
SH
SOLE
14500
0
0
AIRBNB INC
CL A
009066101
3286
19137
SH
SOLE
19137
0
0
OMNICHANNEL ACQUISITION CORP
COM CL A
68218L108
99
10030
SH
SOLE
10030
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
1133
5969
SH
SOLE
5969
0
0
UIPATH INC
CL A
90364P105
630
29193
SH
SOLE
29193
0
0
VISA INC
COM CL A
92826C839
216
977
SH
SOLE
977
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0
MARQETA INC
CLASS A COM
57142B104
1580
143157
SH
SOLE
143157
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
26207
950253
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SOLE
950253
0
0
CONFLUENT INC
CLASS A COM
20717M103
1284
31332
SH
SOLE
31332
0
0
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
12401
497067
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SOLE
497067
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
360
1453
SH
SOLE
1453
0
0
META PLATFORMS INC
CL A
30303M102
882
3970
SH
SOLE
3970
0
0
WISDOMTREE TR
US TOTAL DIVIDND
97717W109
1111
17213
SH
SOLE
17213
0
0
NVIDIA CORPORATION
COM
67066G104
378
1385
SH
SOLE
1385
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1962
34070
SH
SOLE
34070
0
0
DANAHER CORPORATION
COM
235851102
219
748
SH
SOLE
748
0
0
BK OF AMERICA CORP
COM
060505104
232
5652
SH
SOLE
5652
0
0
ALPHABET INC
CL C
02079K107
664
238
SH
SOLE
238
0
0
JD.COM INC
SPON ADR A
47215P106
212
3674
SH
SOLE
3674
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
233
458
SH
SOLE
458
0
0
ISHARES TR
MSCI ACWI ETF
464288257
989
9915
SH
SOLE
9915
0
0
WISDOMTREE TR
GLB US QTLY DIV
97717W844
598
15055
SH
SOLE
15055
0
0
APPLE INC
COM
037833100
5796
33195
SH
SOLE
33195
0
0