0001907327-22-000005.txt : 20221024 0001907327-22-000005.hdr.sgml : 20221024 20221024110231 ACCESSION NUMBER: 0001907327-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221024 DATE AS OF CHANGE: 20221024 EFFECTIVENESS DATE: 20221024 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: 221325194 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 09-30-2022 09-30-2022 CHERRYDALE WEALTH MANAGEMENT, LLC
173 HUGUENOT STREET, SUITE 200 NEW ROCHELLE NY 10801
13F HOLDINGS REPORT 028-21553 N
Jordan Szekely Founder & Managing Partner 9178387507 Jordan Szekely New York NY 10-24-2022 0 33 108341 false
INFORMATION TABLE 2 thirteenf.xml AMAZON COM 023135106 357 3163 SH SOLE 3163 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6352 23766 SH SOLE 23766 0 0 JOHNSON & JOHNSON COM 478160104 232 1419 SH SOLE 1419 0 0 VANGUARD INDEX FDS TOTAL STOCK MARKET 922908769 22666 126296 SH SOLE 126296 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1158 14444 SH SOLE 14444 0 0 COMPASS INC CL A 20464U100 101 43433 SH SOLE 43433 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 245 919 SH SOLE 919 0 0 ALPHABET INC CAP STK CL A 02079K305 559 5849 SH SOLE 5849 0 0 MICROSOFT CORP COM 594918104 1076 4618 SH SOLE 4618 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 504 11592 SH SOLE 11592 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 628 9990 SH SOLE 9990 0 0 TESLA INC COM 88160R101 2130 8031 SH SOLE 8031 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4188 12757 SH SOLE 12757 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 11529 251881 SH SOLE 251881 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 748 3588 SH SOLE 3588 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 115 14165 SH SOLE 14165 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3768 149804 SH SOLE 149804 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 20836 936849 SH SOLE 936849 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7604 402569 SH SOLE 402569 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 405 2078 SH SOLE 2078 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 343 1604 SH SOLE 1604 0 0 ISHARES TR CORE S&P TTL STK 464287150 8220 103343 SH SOLE 103343 0 0 META PLATFORMS INC CL A 30303M102 407 2998 SH SOLE 2998 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 6031 118446 SH SOLE 118446 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 948 17471 SH SOLE 17471 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 300 6756 SH SOLE 6756 0 0 DANAHER CORPORATION COM 235851102 282 1091 SH SOLE 1091 0 0 ALPHABET INC CL C 02079K107 447 4653 SH SOLE 4653 0 0 EXXON MOBIL CORP COM 30231G102 212 2423 SH SOLE 2423 0 0 UNITEDHEALTH GROUP INC COM 91324P102 263 522 SH SOLE 522 0 0 ISHARES TR MSCI ACWI ETF 464288257 780 10016 SH SOLE 10016 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 267 9716 SH SOLE 9716 0 0 APPLE INC COM 037833100 4640 33573 SH SOLE 33573 0 0