0001907327-22-000004.txt : 20220707 0001907327-22-000004.hdr.sgml : 20220707 20220707114247 ACCESSION NUMBER: 0001907327-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220707 DATE AS OF CHANGE: 20220707 EFFECTIVENESS DATE: 20220707 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: 221071051 BUSINESS ADDRESS: STREET 1: 173 HUGUENOT STREET, SUITE 200 CITY: NEW ROCHELLE STATE: NY ZIP: 10801 BUSINESS PHONE: 917-838-7507 MAIL ADDRESS: STREET 1: 173 HUGUENOT STREET, SUITE 200 CITY: NEW ROCHELLE STATE: NY ZIP: 10801 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001907327 XXXXXXXX 06-30-2022 06-30-2022 CHERRYDALE WEALTH MANAGEMENT, LLC

173 HUGUENOT STREET, SUITE 200 NEW ROCHELLE NY 10801

13F HOLDINGS REPORT 028-21553 N JORDAN SZEKELY 917-838-7507 JORDAN SZEKELY NEW YORK NY 07-07-2022 0 32 109062 false INFORMATION TABLE 2 thirteenf.xml AMAZON COM 023135106 319 3011 SH SOLE 3011 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9244 32981 SH SOLE 32981 0 0 JOHNSON & JOHNSON COM 478160104 247 1391 SH SOLE 1391 0 0 VANGUARD INDEX FDS TOTAL STOCK MARKET 922908769 22037 116834 SH SOLE 116834 0 0 COMPASS INC CL A 20464U100 156 43433 SH SOLE 43433 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 210 3350 SH SOLE 3350 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 266 977 SH SOLE 977 0 0 ALPHABET INC CAP STK CL A 02079K305 608 279 SH SOLE 279 0 0 MICROSOFT CORP COM 594918104 1156 4502 SH SOLE 4502 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 245 4996 SH SOLE 4996 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 661 9955 SH SOLE 9955 0 0 TESLA INC COM 88160R101 1780 2644 SH SOLE 2644 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4406 12704 SH SOLE 12704 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 10225 198134 SH SOLE 198134 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 780 3588 SH SOLE 3588 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 128 14165 SH SOLE 14165 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2935 111085 SH SOLE 111085 0 0 VISA INC COM CL A 92826C839 205 1044 SH SOLE 1044 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 20454 877894 SH SOLE 877894 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9808 457496 SH SOLE 457496 0 0 ISHARES TR CORE S&P TTL STK 464287150 6334 75607 SH SOLE 75607 0 0 META PLATFORMS INC CL A 30303M102 571 3545 SH SOLE 3545 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 1803 31617 SH SOLE 31617 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1004 17344 SH SOLE 17344 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6562 131358 SH SOLE 131358 0 0 DANAHER CORPORATION COM 235851102 259 1022 SH SOLE 1022 0 0 ALPHABET INC CL C 02079K107 516 236 SH SOLE 236 0 0 JD.COM INC SPON ADR A 47215P106 233 3641 SH SOLE 3641 0 0 UNITEDHEALTH GROUP INC COM 91324P102 263 512 SH SOLE 512 0 0 ISHARES TR MSCI ACWI ETF 464288257 840 10015 SH SOLE 10015 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 303 9577 SH SOLE 9577 0 0 APPLE INC COM 037833100 4504 32943 SH SOLE 32943 0 0