CHERRYDALE WEALTH MANAGEMENT, LLC - Portfolio overview

CHERRYDALE WEALTH MANAGEMENT, LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 27.46%
2. DFAC - DIMENSIONAL ETF TRUST, 12.86%
3. ITOT - ISHARES TR, 7.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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