0001907327-22-000001.txt : 20220201 0001907327-22-000001.hdr.sgml : 20220201 20220201154330 ACCESSION NUMBER: 0001907327-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220201 DATE AS OF CHANGE: 20220201 EFFECTIVENESS DATE: 20220201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHERRYDALE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001907327 IRS NUMBER: 471242936 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21553 FILM NUMBER: 22578699 BUSINESS ADDRESS: STREET 1: 547 NORTH AVENUE, #132 CITY: NEW ROCHELLE STATE: NY ZIP: 10801 BUSINESS PHONE: 917-838-7507 MAIL ADDRESS: STREET 1: 547 NORTH AVENUE, #132 CITY: NEW ROCHELLE STATE: NY ZIP: 10801 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001907327 XXXXXXXX 12-31-2021 12-31-2021 CHERRYDALE WEALTH MANAGEMENT, LLC
547 NORTH AVENUE, #132 NEW ROCHELLE NY 10801
13F HOLDINGS REPORT 028-21553 N
JORDAN SZEKELY FOUNDER & MANAGING PARTNER 917-838-7507 JORDAN SZEKELY NEW YORK NY 02-01-2022 0 39 133345 false
INFORMATION TABLE 2 thirteenf.xml AMAZON COM 023135106 483 145 SH SOLE 145 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13254 33314 SH SOLE 33314 0 0 BLOCK INC CL A 852234103 345 2134 SH SOLE 2134 0 0 JOHNSON & JOHNSON COM 478160104 215 1256 SH SOLE 1256 0 0 VANGUARD INDEX FDS TOTAL STOCK MARKET 922908769 30510 126367 SH SOLE 126367 0 0 COMPASS INC CL A 20464U100 526 57910 SH SOLE 57910 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 260 868 SH SOLE 868 0 0 ALPHABET INC CL A 02079K305 855 295 SH SOLE 295 0 0 MICROSOFT CORP COM 594918104 1399 4160 SH SOLE 4160 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 543 8748 SH SOLE 8748 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 1254 14267 SH SOLE 14267 0 0 TESLA INC COM 88160R101 2810 2659 SH SOLE 2659 0 0 LYFT INC CL A COM 55087P104 237 5535 SH SOLE 5535 0 0 GOLUB CAP BDC INC COM 38173M102 293 18979 SH SOLE 18979 0 0 ISHARES TR EAFE GRWTH ETF 464288885 1274 11548 SH SOLE 11548 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 15957 251013 SH SOLE 251013 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 258 14181 SH SOLE 14181 0 0 AIRBNB INC CL A 009066101 3186 19137 SH SOLE 19137 0 0 OMNICHANNEL ACQUISITION CORP CL A 68218L108 100 10030 SH SOLE 10030 0 0 COINBASE GLOBAL INC CL A 19260Q107 1506 5969 SH SOLE 5969 0 0 UIPATH INC CL A 90364P105 1491 34565 SH SOLE 34565 0 0 MARQETA INC CL A 57142B104 3002 174820 SH SOLE 174820 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 25079 865700 SH SOLE 865700 0 0 CONFLUENT INC CL A 20717M103 2389 31332 SH SOLE 31332 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 12048 461450 SH SOLE 461450 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1482 5259 SH SOLE 5259 0 0 META PLATFORMS INC CL A 30303M102 1316 3914 SH SOLE 3914 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1110 17149 SH SOLE 17149 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 222 536 SH SOLE 536 0 0 NVIDIA CORPORATION COM 67066G104 382 1299 SH SOLE 1299 0 0 JPMORGAN CHASE & CO COM 46625H100 248 1563 SH SOLE 1563 0 0 DANAHER CORPORATION COM 235851102 337 1023 SH SOLE 1023 0 0 BK OF AMERICA CORP COM 060505104 285 6405 SH SOLE 6405 0 0 ALPHABET INC CL C 02079K107 715 247 SH SOLE 247 0 0 JD.COM INC SPON ADR A 47215P106 253 3605 SH SOLE 3605 0 0 UNITEDHEALTH GROUP INC COM 91324P102 212 422 SH SOLE 422 0 0 ISHARES TR MSCI ACWI ETF 464288257 1048 9909 SH SOLE 9909 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 661 15179 SH SOLE 15179 0 0 APPLE INC COM 037833100 5800 32665 SH SOLE 32665 0 0