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 primary_doc.xml 13F-HR LIVE false true true 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 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 264909 SH SOLE 264909 0 0 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 0 0 MARQETA INC CLASS A COM 57142B104 1580 143157 SH SOLE 143157 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 26207 950253 SH 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 SH 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