0001907327-24-000002.txt : 20240412 0001907327-24-000002.hdr.sgml : 20240412 20240412090628 ACCESSION NUMBER: 0001907327-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHERRYDALE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001907327 ORGANIZATION NAME: 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: 24840114 BUSINESS ADDRESS: STREET 1: 221 RIVER STREET, 9TH FLOOR CITY: HOBOKEN STATE: NJ ZIP: 07030 BUSINESS PHONE: 917-838-7507 MAIL ADDRESS: STREET 1: 221 RIVER STREET, 9TH FLOOR CITY: HOBOKEN STATE: NJ ZIP: 07030 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001907327 XXXXXXXX 03-31-2024 03-31-2024 CHERRYDALE WEALTH MANAGEMENT, LLC

221 RIVER STREET, 9TH FLOOR HOBOKEN NJ 07030

13F HOLDINGS REPORT 028-21553 000171541 N Jordan Szekely 9178387507 Jordan Szekely Hoboken NJ 04-12-2024 0 62 213835829 false INFORMATION TABLE 2 thirteenf.xml AMAZON COM INC COM 023135106 1141264 6327 SH SOLE 6327 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2543687 5729 SH SOLE 5729 0 0 BLOCK INC CL A 852234103 202823 2398 SH SOLE 2398 0 0 JOHNSON & JOHNSON COM 478160104 277480 1754 SH SOLE 1754 0 0 VANGUARD INDEX FDS TOTAL STK MARKET 922908769 55345166 212948 SH SOLE 212948 0 0 PROCTER AND GAMBLE CO COM 742718109 244871 1509 SH SOLE 1509 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3975511 45970 SH SOLE 45970 0 0 NETFLIX INC COM 64110L106 320670 528 SH SOLE 528 0 0 COMPASS INC CL A 20464U100 74891 20803 SH SOLE 20803 0 0 MERCK & CO INC COM 58933Y105 255398 1936 SH SOLE 1936 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4267225 8158 SH SOLE 8158 0 0 MASTERCARD INCORPORATED CL A 57636Q104 337798 701 SH SOLE 701 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 627416 1492 SH SOLE 1492 0 0 ALPHABET INC CAP STK CL A 02079K305 1433080 9495 SH SOLE 9495 0 0 MICROSOFT CORP COM 594918104 2379756 5656 SH SOLE 5656 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 608533 10589 SH SOLE 10589 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 1326976 14239 SH SOLE 14239 0 0 COPART INC COM 217204106 240831 4158 SH SOLE 4158 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1228140 5373 SH SOLE 5373 0 0 TESLA INC COM 88160R101 1497555 8519 SH SOLE 8519 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1139917 2371 SH SOLE 2371 0 0 GOLUB CAP BDC INC COM 38173M102 178437 10730 SH SOLE 10730 0 0 ELI LILLY & CO COM 532457108 521045 670 SH SOLE 670 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 16076538 266609 SH SOLE 266609 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 6462272 27116 SH SOLE 27116 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 8693431 237915 SH SOLE 237915 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1064522 4515 SH SOLE 4515 0 0 VISA INC COM CL A 92826C839 386310 1384 SH SOLE 1384 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 35234981 1102816 SH SOLE 1102816 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 14767458 580482 SH SOLE 580482 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 533977 2048 SH SOLE 2048 0 0 ISHARES TR US TREAS BD ETF 46429B267 1022904 44923 SH SOLE 44923 0 0 ISHARES TR CORE S&P TTL STK 464287150 20200612 175200 SH SOLE 175200 0 0 META PLATFORMS INC CL A 30303M102 1793058 3693 SH SOLE 3693 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 398542 12608 SH SOLE 12608 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 236186 243 SH SOLE 243 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 802525 19622 SH SOLE 19622 0 0 BROADCOM INC COM 11135F101 420904 318 SH SOLE 318 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 11990493 176695 SH SOLE 176695 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1283577 18150 SH SOLE 18150 0 0 NVIDIA CORPORATION COM 67066G104 1738241 1924 SH SOLE 1924 0 0 ISHARES TR SHORT TREAS BD 464288679 922759 8348 SH SOLE 8348 0 0 ABBVIE INC COM 00287Y109 261477 1436 SH SOLE 1436 0 0 MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109 55142 13855 SH SOLE 13855 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 333096 5679 SH SOLE 5679 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 292035 2147 SH SOLE 2147 0 0 ADVANCED MICRO DEVICES INC COM 007903107 225071 1247 SH SOLE 1247 0 0 SALESFORCE INC COM 79466L302 206007 684 SH SOLE 684 0 0 JPMORGAN CHASE & CO COM 46625H100 474689 2370 SH SOLE 2370 0 0 CHEVRON CORP NEW COM 166764100 223047 1414 SH SOLE 1414 0 0 DANAHER CORPORATION COM 235851102 286291 1146 SH SOLE 1146 0 0 BANK AMERICA CORP COM 060505104 345502 9111 SH SOLE 9111 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1950698 16844 SH SOLE 16844 0 0 ALPHABET INC CAP STK CL C 02079K107 706182 4638 SH SOLE 4638 0 0 WIPRO LTD SPON ADR 1 SH 97651M109 119347 20756 SH SOLE 20756 0 0 EXXON MOBIL CORP COM 30231G102 384640 3309 SH SOLE 3309 0 0 UNITEDHEALTH GROUP INC COM 91324P102 343686 695 SH SOLE 695 0 0 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 31349 12104 SH SOLE 12104 0 0 ISHARES TR MSCI ACWI ETF 464288257 1133699 10294 SH SOLE 10294 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 388255 9983 SH SOLE 9983 0 0 APPLE INC COM 037833100 1660739 9685 SH SOLE 9685 0 0 ISHARES TR RUS 1000 ETF 464287622 217117 754 SH SOLE 754 0 0