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The Analysis of CHERRYDALE WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, CHERRYDALE WEALTH MANAGEMENT, LLC holds 77 types of securities in its portfolio with a total value $323.7M. In the most recent quarter, they have increased their positions in N/A (+6.3K shares, valued at $3.7M), VTI (+7.5K shares, valued at $2.4M), VONE (+6.1K shares, valued at $1.8M); decreased their positions in DFAC (-50.1K shares, valued at $1.9M), SPY (-1.3K shares, valued at $822.8K), ITOT (-4.7K shares, valued at $666.3K); initiated new positions in LQD (+6.5K shares, valued at $713.8K), AMAT (+762 shares, valued at $260.6K), T (+7.5K shares, valued at $218.8K).

1M P&L

+13.9M+4.26%

3M P&L

+13.8M+4.25%

HY P&L

+31.0M+10.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A278.1M

92.2%

2Semiconductors4.7M

1.6%

3Consumer Electronics3.6M

1.2%

Top Industries by Stock Count

1N/A31 stocks

45.6%

2Semiconductors4 stocks

5.9%

3Drug Manufacturers - General3 stocks

4.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS279.6K shares2.75%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST1.1M shares-4.43%2026-03-312026-04-20

ITOT ISHARES TR180.7K shares-2.52%2026-03-312026-04-20

DFAX DIMENSIONAL ETF TRUST681.9K shares-0.31%2026-03-312026-04-20

VONE VANGUARD SCOTTSDALE FDS73.1K shares9.03%2026-03-312026-04-20

VXUS VANGUARD STAR FDS251.3K shares2.82%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR22.8K shares38.30%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST248.0K shares-0.90%2026-03-312026-04-20

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IXUS ISHARES TR125.4K shares-4.19%2026-03-312026-04-20

PYLD PIMCO ETF TR202.1K shares17.41%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS49.5K shares40.90%2026-03-312026-04-20

IWB ISHARES TR10.8K shares-4.41%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS42.4K shares-0.32%2026-03-312026-04-20

AAPL APPLE INC14.2K shares-8.64%2026-03-312026-04-20

NVDA NVIDIA CORPORATION19.5K shares-8.28%2026-03-312026-04-20

ALPHABET INC ALPHABET INC8.2K shares-8.10%2026-03-312026-04-20

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VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares3.36%2026-03-312026-04-20

MSFT MICROSOFT CORP5.6K shares-12.91%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T3.1K shares-28.67%2026-03-312026-04-20

DUHP DIMENSIONAL ETF TRUST55.2K shares0.26%2026-03-312026-04-20

HIMU BLACKROCK ETF TRUST II40.7K shares26.50%2026-03-312026-04-20

AMZN AMAZON COM INC9.1K shares-0.70%2026-03-312026-04-20

DTD WISDOMTREE TR18.7K shares0.42%2026-03-312026-04-20

META META PLATFORMS INC2.7K shares-3.21%2026-03-312026-04-20

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ALPHABET INC ALPHABET INC5.3K shares0.04%2026-03-312026-04-20

ACWI ISHARES TR10.6K shares0.00%2026-03-312026-04-20

BROADCOM INC BROADCOM INC3.7K shares-1.79%2026-03-312026-04-20

VOOG VANGUARD ADMIRAL FDS INC2.4K shares0.13%2026-03-312026-04-20

VOT VANGUARD INDEX FDS3.6K shares-40.34%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-5.65%2026-03-312026-04-20

ESGV VANGUARD WORLD FD7.5K shares0.25%2026-03-312026-04-20

GOVT ISHARES TR36.0K shares-2.82%2026-03-312026-04-20

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JPM JPMORGAN CHASE & CO2.6K shares-2.86%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares0.70%2026-03-312026-04-20

GBTC GRAYSCALE BITCOIN TRUST ETF13.5K shares0.00%2026-03-312026-04-20

LQD ISHARES TR6.5K sharesnew addition2026-03-312026-04-20

VONG VANGUARD SCOTTSDALE FDS6.3K shares1.44%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.9K shares-1.90%2026-03-312026-04-20

LLY ELI LILLY & CO716 shares-2.19%2026-03-312026-04-20

TSLA TESLA INC1.7K shares-4.22%2026-03-312026-04-20

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NFLX NETFLIX INC.5.6K shares0.75%2026-03-312026-04-20

VTV VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.9K shares1.68%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F5.9K shares0.15%2026-03-312026-04-20

V VISA INC1.4K shares-12.85%2026-03-312026-04-20

DNL WISDOMTREE TR10.4K shares0.05%2026-03-312026-04-20

BAC BANK AMERICA CORP8.2K shares-13.35%2026-03-312026-04-20

VSGX VANGUARD WORLD FD5.4K shares-10.34%2026-03-312026-04-20

Sponsored

GS GOLDMAN SACHS GROUP INC454 shares0.67%2026-03-312026-04-20

IJH ISHARES TR5.7K shares0.23%2026-03-312026-04-20

WMT WALMART INC2.9K shares-0.56%2026-03-312026-04-20

ABBV ABBVIE INC1.6K shares0.81%2026-03-312026-04-20

CAT CATERPILLAR INC492 shares-5.93%2026-03-312026-04-20

MA MASTERCARD INCORPORATED691 shares-10.14%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC959 shares7.51%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION301 shares1.01%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC1.4K shares-2.86%2026-03-312026-04-20

AMAT APPLIED MATLS INC762 sharesnew addition2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC2.1K shares-4.35%2026-03-312026-04-20

CVX CHEVRON CORPORATION1.2K shares-10.91%2026-03-312026-04-20

IEFA ISHARES TR2.8K shares4.12%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-4.87%2026-03-312026-04-20

VB VANGUARD INDEX FDS921 shares0.00%2026-03-312026-04-20

CSCO CISCO SYS INC3.0K shares-17.76%2026-03-312026-04-20

Sponsored

UNH UNITEDHEALTH GROUP INC856 shares11.75%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS911 shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP1.5K shares-1.78%2026-03-312026-04-20

KO COCA COLA CO2.9K shares0.87%2026-03-312026-04-20

T AT&T INC7.5K sharesnew addition2026-03-312026-04-20

RTX RTX CORPORATION1.1K shares-5.75%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC463 shares-2.11%2026-03-312026-04-20

Sponsored

WFC WELLS FARGO & CO2.7K shares-3.32%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE718 shares0.98%2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD1.6K shares0.00%2026-03-312026-04-20

LYG LLOYDS BANKING GROUP PLC10.7K shares0.00%2026-03-312026-04-20

WIT WIPRO LTD14.8K shares-49.99%2026-03-312026-04-20

VTI

VANGUARD INDEX FDS

2.75%

Shares279.6K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

-4.43%

Shares1.1M

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

-2.52%

Shares180.7K

Event2026-03-31

Filed2026-04-20

DFAX

DIMENSIONAL ETF TRUST

-0.31%

Shares681.9K

Event2026-03-31

Filed2026-04-20

VONE

VANGUARD SCOTTSDALE FDS

9.03%

Shares73.1K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

2.82%

Shares251.3K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

38.30%

Shares22.8K

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

-0.90%

Shares248.0K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

-4.19%

Shares125.4K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

17.41%

Shares202.1K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

40.90%

Shares49.5K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

-4.41%

Shares10.8K

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS

-0.32%

Shares42.4K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-8.64%

Shares14.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-8.28%

Shares19.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-8.10%

Shares8.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

3.36%

Shares3.8K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-12.91%

Shares5.6K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-28.67%

Shares3.1K

Event2026-03-31

Filed2026-04-20

DUHP

DIMENSIONAL ETF TRUST

0.26%

Shares55.2K

Event2026-03-31

Filed2026-04-20

HIMU

BLACKROCK ETF TRUST II

26.50%

Shares40.7K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-0.70%

Shares9.1K

Event2026-03-31

Filed2026-04-20

DTD

WISDOMTREE TR

0.42%

Shares18.7K

Event2026-03-31

Filed2026-04-20