$192 Million is the total value of CHERRYDALE WEALTH MANAGEMENT, LLC's 50 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | Sell | TESLA INC | $2,099,904 | -1.2% | 8,451 | -0.6% | 1.10% | -13.4% |
| AAPL | Sell | APPLE INC | $1,734,645 | -53.1% | 9,010 | -58.3% | 0.90% | -58.8% |
| XOM | Sell | EXXON MOBIL CORP | $283,445 | -15.9% | 2,835 | -1.2% | 0.15% | -26.4% |
| COMP | Sell | COMPASS INCcl a | $78,219 | +28.7% | 20,803 | -0.8% | 0.04% | +13.9% |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,369 | -100.0% | -0.12% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,743 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2023 | 25.3% |
| DIMENSIONAL ETF TRUST | 9 | Q4 2023 | 20.2% |
| VANGUARD STAR FDS | 9 | Q4 2023 | 12.0% |
| DIMENSIONAL ETF TRUST | 9 | Q4 2023 | 9.1% |
| INVESCO QQQ TR | 9 | Q4 2023 | 9.9% |
| APPLE INC | 9 | Q4 2023 | 4.4% |
| TESLA INC | 9 | Q4 2023 | 2.1% |
| MICROSOFT CORP | 9 | Q4 2023 | 1.3% |
| WISDOMTREE TR | 9 | Q4 2023 | 0.9% |
| VANGUARD WORLD FD | 9 | Q4 2023 | 0.9% |
View CHERRYDALE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-01 |
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.