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