CHERRYDALE WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$245M
Signature - Title
Jordan Szekely - Founder & Managing Principal
Location
Hoboken, NJ
Summary
This page shows a list of all the recent 13F filings made by CHERRYDALE WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CHERRYDALE WEALTH MANAGEMENT, LLC reported 69 stock holdings with total value $245M as of Q3 2024. Top holdings included VTI, DFAC, ITOT, VXUS, and DFAX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 69 $245M +$7.66M -$4.3M +$3.36M VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 10/11/2024, 04:43 PM
Q2 2024 67 $228M +$15.8M -$4.75M +$11.1M VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 7/11/2024, 04:43 PM
Q1 2024 62 $214M +$18.4M -$11M +$7.37M VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 4/12/2024, 09:06 AM
Q4 2023 50 $192M +$8.77M -$2.92M +$5.85M VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 1/8/2024, 02:36 PM
Q3 2023 47 $168M +$31.2M -$887K +$30.3M VTI, DFAC, ITOT, VXUS, DFAX 13F-HR 10/10/2023, 08:52 AM
Q2 2023 42 $143M +$3.96M -$1.82M +$2.14M VTI, DFAC, VXUS, ITOT, DFAX 13F-HR 7/17/2023, 10:27 AM
Q1 2023 36 $132M +$5.08M -$3.4M +$1.68M VTI, DFAC, VXUS, ITOT, IXUS 13F-HR 4/14/2023, 11:17 AM
Q4 2022 37 $121M +$18M -$12.4M +$5.61M VTI, DFAC, ITOT, VXUS, IXUS 13F-HR 1/18/2023, 06:46 PM
Q3 2022 33 $108M +$18M -$9.77M +$8.28M VTI, DFAC, VXUS, ITOT, DFAX 13F-HR 10/24/2022, 11:02 AM
Q2 2022 32 $109M +$21.8M -$26.4M -$4.66M VTI, DFAC, VXUS, DFAX, QQQ 13F-HR 7/7/2022, 11:42 AM
Q1 2022 41 $136M +$16.4M -$3.09M +$13.3M VTI, DFAC, VXUS, QQQ, DFAX 13F-HR 4/26/2022, 12:11 PM
Q4 2021 39 $133M $0 $0 VTI, DFAC, VXUS, QQQ, DFAX 13F-HR 2/1/2022, 03:43 PM