| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 26.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 20.2% |
| VANGUARD STAR FDS | 11 | Q2 2024 | 12.0% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 9.1% |
| INVESCO QQQ TR | 11 | Q2 2024 | 9.9% |
| APPLE INC | 11 | Q2 2024 | 4.4% |
| TESLA INC | 11 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.3% |
| WISDOMTREE TR | 11 | Q2 2024 | 0.9% |
| ISHARES TR | 11 | Q2 2024 | 0.8% |
View CHERRYDALE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-07 |
View CHERRYDALE WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.