0001907327-23-000001.txt : 20230119 0001907327-23-000001.hdr.sgml : 20230119 20230118184637 ACCESSION NUMBER: 0001907327-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230119 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: 23535518 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 X0202 13F-HR LIVE false true true 0001907327 XXXXXXXX 12-31-2022 12-31-2022 CHERRYDALE WEALTH MANAGEMENT, LLC

173 HUGUENOT STREET, SUITE 200 NEW ROCHELLE NY 10801

13F HOLDINGS REPORT 028-21553 N Jordan Szekely 9178387507 Jordan Szekely New York NY 01-18-2023 0 37 120785423 false INFORMATION TABLE 2 thirteenf.xml AMAZON INC COM 023135106 260232 3098 SH SOLE 3098 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 646866 2429 SH SOLE 2429 0 0 JOHNSON & JOHNSON COM 478160104 291842 1652 SH SOLE 1652 0 0 VANGUARD INDEX FDS TOTAL STOCK MARKET 922908769 27991598 146407 SH SOLE 146407 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1577230 19123 SH SOLE 19123 0 0 COMPASS INC CL A CL A 20464U100 48848 20965 SH SOLE 20965 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3059965 8001 SH SOLE 8001 0 0 MASTERCARD INCORPORATED CL A 57636Q104 220270 633 SH SOLE 633 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 352764 1142 SH SOLE 1142 0 0 ALPHABET INC CAP STK CL A 02079K305 404005 4579 SH SOLE 4579 0 0 MICROSOFT CORP COM 594918104 682136 2844 SH SOLE 2844 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 574273 11675 SH SOLE 11675 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 837438 12715 SH SOLE 12715 0 0 TESLA INC COM 88160R101 962159 7811 SH SOLE 7811 0 0 VANGUARD INDEX FUNDS S&P 500 ETF SHS 922908363 910122 2590 SH SOLE 2590 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 11925712 230582 SH SOLE 230582 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 354573 1681 SH SOLE 1681 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 456712 2621 SH SOLE 2621 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5553929 205549 SH SOLE 205549 0 0 VISA INC COM CL A 92826C839 205106 987 SH SOLE 987 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 24457247 1007300 SH SOLE 1007300 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8678337 401775 SH SOLE 401775 0 0 ISHARES TR CORE S&P TTL STK 464287150 12028924 141851 SH SOLE 141851 0 0 META PLATFORMS INC CL A 30303M102 258851 2151 SH SOLE 2151 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 9120131 157570 SH SOLE 157570 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1067609 17603 SH SOLE 17603 0 0 NVIDIA CORPORATION COM 67066G104 224603 1537 SH SOLE 1537 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 274224 5469 SH SOLE 5469 0 0 JPMORGAN CHASE & CO COM 46625H100 236671 1765 SH SOLE 1765 0 0 DANAHER CORPORATION COM 235851102 295187 1112 SH SOLE 1112 0 0 ALPHABET INC CAP STK CL C 02079K107 411530 4638 SH SOLE 4638 0 0 JD.COM INC SPON ADR CL A 47215P106 200364 3570 SH SOLE 3570 0 0 EXXON MOBIL CORP COM 30231G102 311820 2827 SH SOLE 2827 0 0 UNITEDHEALTH GROUP INC COM 91324P102 315317 595 SH SOLE 595 0 0 ISHARES TR MSCI ACWI ETF 464288257 856833 10095 SH SOLE 10095 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 314315 9754 SH SOLE 9754 0 0 APPLE INC COM 037833100 4417680 34000 SH SOLE 34000 0 0