Sponsored

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

Currently, CHERRYDALE WEALTH MANAGEMENT, LLC holds 84 types of securities in its portfolio with a total value $382.2M. In the most recent quarter, they have increased their positions in N/A (+5.1K shares, valued at $3.8M), N/A (+7.0K shares, valued at $2.6M), VOOG (+12.0K shares, valued at $989.4K); decreased their positions in AAPL (-187 shares, valued at $54.1K), IXUS (-468 shares, valued at $44.7K), VSGX (-502 shares, valued at $41.3K); initiated new positions in N/A (+537 shares, valued at $400.7K), KLAC (+1.1K shares, valued at $346.7K), INTC (+2.5K shares, valued at $342.3K).

1M P&L

-11.4K-0.00%

3M P&L

+5.8M+2.27%

HY P&L

+29.1M+12.47%

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/A231.5M

88.7%

2Semiconductors7.2M

2.8%

3Internet Content & Information4.8M

1.8%

Top Industries by Stock Count

1N/A30 stocks

46.9%

2Semiconductors5 stocks

7.8%

3Drug Manufacturers - General3 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS286.6K shares2.51%2026-06-302026-07-13

DFAC DIMENSIONAL ETF TRUST1.1M shares0.82%2026-06-302026-07-13

ITOT ISHARES TR180.9K shares0.09%2026-06-302026-07-13

DFAX DIMENSIONAL ETF TRUST704.2K shares3.26%2026-06-302026-07-13

VONE VANGUARD SCOTTSDALE FDS75.5K shares3.30%2026-06-302026-07-13

VXUS VANGUARD STAR FDS255.0K shares1.45%2026-06-302026-07-13

QQQ INVESCO QQQ TR23.7K shares3.56%2026-06-302026-07-13

DFAU DIMENSIONAL ETF TRUST247.7K shares-0.11%2026-06-302026-07-13

Sponsored

IXUS ISHARES TR124.9K shares-0.37%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.2K shares160.79%2026-06-302026-07-13

PYLD PIMCO ETF TR214.0K shares5.87%2026-06-302026-07-13

IWB ISHARES TR10.9K shares0.20%2026-06-302026-07-13

VCIT VANGUARD SCOTTSDALE FDS51.7K shares4.44%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS43.1K shares1.67%2026-06-302026-07-13

AAPL APPLE INC14.0K shares-1.31%2026-06-302026-07-13

NVDA NVIDIA CORPORATION19.5K shares0.02%2026-06-302026-07-13

Sponsored

GOOGL ALPHABET INC8.2K shares-0.17%2026-06-302026-07-13

VOO VANGUARD INDEX FDS3.8K shares0.29%2026-06-302026-07-13

DUHP DIMENSIONAL ETF TRUST57.0K shares3.28%2026-06-302026-07-13

AMZN AMAZON COM INC9.8K shares8.32%2026-06-302026-07-13

MSFT MICROSOFT CORP5.7K shares1.77%2026-06-302026-07-13

HIMU BLACKROCK ETF TRUST II40.8K shares0.47%2026-06-302026-07-13

GOOG ALPHABET INC5.3K shares0.04%2026-06-302026-07-13

DTD WISDOMTREE TR18.8K shares0.50%2026-06-302026-07-13

Sponsored

ACWI ISHARES TR10.7K shares0.64%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC2.7K shares0.04%2026-06-302026-07-13

BROADCOM INC BROADCOM INC3.7K shares-0.43%2026-06-302026-07-13

VOOG VANGUARD ADMIRAL FDS INC14.4K shares500.63%2026-06-302026-07-13

VOT VANGUARD INDEX FDS3.9K shares6.40%2026-06-302026-07-13

MU MICRON TECHNOLOGY INC972 shares1.36%2026-06-302026-07-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-0.65%2026-06-302026-07-13

ESGV VANGUARD WORLD FD7.4K shares-1.61%2026-06-302026-07-13

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares0.53%2026-06-302026-07-13

LLY ELI LILLY & CO717 shares0.14%2026-06-302026-07-13

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.6K shares0.08%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC1.4K shares1.94%2026-06-302026-07-13

GOVT ISHARES TR34.7K shares-3.58%2026-06-302026-07-13

VONG VANGUARD SCOTTSDALE FDS6.2K shares-1.18%2026-06-302026-07-13

LQD ISHARES TR6.6K shares1.19%2026-06-302026-07-13

TSLA TESLA INC1.7K shares1.15%2026-06-302026-07-13

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF13.5K shares0.00%2026-06-302026-07-13

VTV VANGUARD INDEX FDS2.7K shares0.00%2026-06-302026-07-13

APPLIED MATLS INC APPLIED MATLS INC764 shares0.26%2026-06-302026-07-13

EXXON MOBIL CORP EXXON MOBIL CORP3.9K shares-0.03%2026-06-302026-07-13

CAT CATERPILLAR INC493 shares0.20%2026-06-302026-07-13

VISA INC VISA INC1.5K shares3.03%2026-06-302026-07-13

VEU VANGUARD INTL EQUITY INDEX F5.9K shares0.48%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON1.9K shares0.05%2026-06-302026-07-13

Sponsored

DNL WISDOMTREE TR10.4K shares0.38%2026-06-302026-07-13

BAC BANK OF AMER CORP8.3K shares0.32%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC454 shares0.00%2026-06-302026-07-13

IJH ISHARES TR5.7K shares0.26%2026-06-302026-07-13

LRCX LAM RESEARCH CORP1.0K shares-0.49%2026-06-302026-07-13

VSGX VANGUARD WORLD FD4.9K shares-9.28%2026-06-302026-07-13

ISHARES TR ISHARES TR537 sharesnew addition2026-06-302026-07-13

NETFLIX INC. NETFLIX INC.5.6K shares-0.74%2026-06-302026-07-13

Sponsored

ABBVIE INC ABBVIE INC1.6K shares-3.89%2026-06-302026-07-13

MASTERCARD INCORPORATED MASTERCARD INCORPORATED716 shares3.62%2026-06-302026-07-13

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC860 shares0.47%2026-06-302026-07-13

CISCO SYS INC CISCO SYS INC3.0K shares0.27%2026-06-302026-07-13

KLAC KLA CORP1.1K sharesnew addition2026-06-302026-07-13

INTC INTEL CORP2.5K sharesnew addition2026-06-302026-07-13

WMT WALMART INC2.8K shares-0.49%2026-06-302026-07-13

GLW CORNING INC1.3K sharesnew addition2026-06-302026-07-13

Sponsored

WDC WESTERN DIGITAL CORP450 sharesnew addition2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION300 shares-0.33%2026-06-302026-07-13

VB VANGUARD INDEX FDS921 shares0.00%2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL287 sharesnew addition2026-06-302026-07-13

MRK MERCK & CO INC2.1K shares0.05%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS968 shares6.26%2026-06-302026-07-13

GE GE AEROSPACE718 shares0.00%2026-06-302026-07-13

ISHARES TR ISHARES TR2.7K shares-2.41%2026-06-302026-07-13

Sponsored

SNDK SANDISK CORP111 sharesnew addition2026-06-302026-07-13

ANET ARISTA NETWORKS INC1.4K sharesnew addition2026-06-302026-07-13

KO COCA COLA CO2.9K shares0.38%2026-06-302026-07-13

GEV GE VERNOVA INC198 sharesnew addition2026-06-302026-07-13

LIFE360 INC LIFE360 INC4.1K sharesnew addition2026-06-302026-07-13

ORACLE CORP ORACLE CORP1.5K shares1.14%2026-06-302026-07-13

WFC WELLS FARGO & CO2.7K shares-0.07%2026-06-302026-07-13

ASML ASML HLDG NV110 sharesnew addition2026-06-302026-07-13

Sponsored

RTX CORPORATION RTX CORPORATION1.1K shares0.09%2026-06-302026-07-13

ETN EATON CORP PLC493 sharesnew addition2026-06-302026-07-13

CVX CHEVRON CORPORATION1.2K shares-0.08%2026-06-302026-07-13

LYG LLOYDS BANKING GROUP PLC10.7K shares0.00%2026-06-302026-07-13

VANGUARD INDEX FDS

2.51%

Shares286.6K

Event2026-06-30

Filed2026-07-13

DFAC

DIMENSIONAL ETF TRUST

0.82%

Shares1.1M

Event2026-06-30

Filed2026-07-13

ITOT

ISHARES TR

0.09%

Shares180.9K

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

3.26%

Shares704.2K

Event2026-06-30

Filed2026-07-13

VONE

VANGUARD SCOTTSDALE FDS

3.30%

Shares75.5K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD STAR FDS

1.45%

Shares255.0K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

3.56%

Shares23.7K

Event2026-06-30

Filed2026-07-13

DFAU

DIMENSIONAL ETF TRUST

-0.11%

Shares247.7K

Event2026-06-30

Filed2026-07-13

IXUS

ISHARES TR

-0.37%

Shares124.9K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

160.79%

Shares8.2K

Event2026-06-30

Filed2026-07-13

PYLD

PIMCO ETF TR

5.87%

Shares214.0K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES TR

0.20%

Shares10.9K

Event2026-06-30

Filed2026-07-13

VCIT

VANGUARD SCOTTSDALE FDS

4.44%

Shares51.7K

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

1.67%

Shares43.1K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-1.31%

Shares14.0K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

0.02%

Shares19.5K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-0.17%

Shares8.2K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD INDEX FDS

0.29%

Shares3.8K

Event2026-06-30

Filed2026-07-13

DUHP

DIMENSIONAL ETF TRUST

3.28%

Shares57.0K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

8.32%

Shares9.8K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

1.77%

Shares5.7K

Event2026-06-30

Filed2026-07-13

HIMU

BLACKROCK ETF TRUST II

0.47%

Shares40.8K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

0.04%

Shares5.3K

Event2026-06-30

Filed2026-07-13

DTD

WISDOMTREE TR

0.50%

Shares18.8K

Event2026-06-30

Filed2026-07-13

ACWI

ISHARES TR

0.64%

Shares10.7K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

-0.43%

Shares3.7K

Event2026-06-30

Filed2026-07-13

VOOG

VANGUARD ADMIRAL FDS INC

500.63%

Shares14.4K

Event2026-06-30

Filed2026-07-13

VOT

VANGUARD INDEX FDS

6.40%

Shares3.9K

Event2026-06-30

Filed2026-07-13

MICRON TECHNOLOGY INC

1.36%

Shares972

Event2026-06-30

Filed2026-07-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.65%

Shares2.1K

Event2026-06-30

Filed2026-07-13

ESGV

VANGUARD WORLD FD

-1.61%

Shares7.4K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.53%

Shares1.9K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO

0.14%

Shares717

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO

0.08%

Shares2.6K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

1.94%

Shares1.4K

Event2026-06-30

Filed2026-07-13

GOVT

ISHARES TR

-3.58%

Shares34.7K

Event2026-06-30

Filed2026-07-13

VONG

VANGUARD SCOTTSDALE FDS

-1.18%

Shares6.2K

Event2026-06-30

Filed2026-07-13

LQD

ISHARES TR

1.19%

Shares6.6K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

1.15%

Shares1.7K

Event2026-06-30

Filed2026-07-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-13

VTV

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC

0.26%

Shares764

Event2026-06-30

Filed2026-07-13

EXXON MOBIL CORP

-0.03%

Shares3.9K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

0.20%

Shares493

Event2026-06-30

Filed2026-07-13

VISA INC

3.03%

Shares1.5K

Event2026-06-30

Filed2026-07-13

VEU

VANGUARD INTL EQUITY INDEX F

0.48%

Shares5.9K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-13

DNL

WISDOMTREE TR

0.38%

Shares10.4K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP

0.32%

Shares8.3K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC

0.00%

Shares454

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

0.26%

Shares5.7K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP

-0.49%

Shares1.0K

Event2026-06-30

Filed2026-07-13

VSGX

VANGUARD WORLD FD

-9.28%

Shares4.9K

Event2026-06-30

Filed2026-07-13

ISHARES TR

New

Shares537

Event2026-06-30

Filed2026-07-13

NETFLIX INC.

-0.74%

Shares5.6K

Event2026-06-30

Filed2026-07-13

ABBVIE INC

-3.89%

Shares1.6K

Event2026-06-30

Filed2026-07-13

MASTERCARD INCORPORATED

3.62%

Shares716

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC

0.47%

Shares860

Event2026-06-30

Filed2026-07-13

CISCO SYS INC

0.27%

Shares3.0K

Event2026-06-30

Filed2026-07-13

KLAC

KLA CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC

-0.49%

Shares2.8K

Event2026-06-30

Filed2026-07-13

GLW

CORNING INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-13

WDC

WESTERN DIGITAL CORP

New

Shares450

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

-0.33%

Shares300

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

0.00%

Shares921

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares287

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS

6.26%

Shares968

Event2026-06-30

Filed2026-07-13

GE AEROSPACE

0.00%

Shares718

Event2026-06-30

Filed2026-07-13

ISHARES TR

-2.41%

Shares2.7K

Event2026-06-30

Filed2026-07-13

SNDK

SANDISK CORP

New

Shares111

Event2026-06-30

Filed2026-07-13

ANET

ARISTA NETWORKS INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-13

COCA COLA CO

0.38%

Shares2.9K

Event2026-06-30

Filed2026-07-13

GEV

GE VERNOVA INC

New

Shares198

Event2026-06-30

Filed2026-07-13

LIFE360 INC

New

Shares4.1K

Event2026-06-30

Filed2026-07-13

ORACLE CORP

1.14%

Shares1.5K

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO

-0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

New

Shares110

Event2026-06-30

Filed2026-07-13

RTX CORPORATION

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-13

ETN

EATON CORP PLC

New

Shares493

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION

-0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-13

LYG

LLOYDS BANKING GROUP PLC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available