0001907327-23-000005.txt : 20230717 0001907327-23-000005.hdr.sgml : 20230717 20230717102722 ACCESSION NUMBER: 0001907327-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230717 DATE AS OF CHANGE: 20230717 EFFECTIVENESS DATE: 20230717 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: 231090801 BUSINESS ADDRESS: STREET 1: 221 RIVER STREET, 9TH FLOOR CITY: HOBOKEN STATE: NJ ZIP: 07030 BUSINESS PHONE: 917-838-7507 MAIL ADDRESS: STREET 1: 221 RIVER STREET, 9TH FLOOR CITY: HOBOKEN STATE: NJ ZIP: 07030 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001907327 XXXXXXXX 06-30-2023 06-30-2023 CHERRYDALE WEALTH MANAGEMENT, LLC

221 RIVER STREET, 9TH FLOOR HOBOKEN NJ 07030

13F HOLDINGS REPORT 028-21553 N JORDAN SZEKELY 917-838-7507 JORDAN SZEKELY HOBOKEN NJ 07-17-2023 0 42 143205371 false INFORMATION TABLE 2 thirteenf.xml AMAZON INC COM 023135106 574627 4408 SH SOLE 4408 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 897282 2429 SH SOLE 2429 0 0 JOHNSON & JOHNSON COM 478160104 325428 1966 SH SOLE 1966 0 0 VANGUARD INDEX FDS TOTAL STK MARKET 922908769 33726414 153107 SH SOLE 153107 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2573281 30796 SH SOLE 30796 0 0 NETFLIX INC COM 64110L106 206149 468 SH SOLE 468 0 0 COMPASS INC CL A CL A 20464U100 73378 20965 SH SOLE 20965 0 0 MERCK & CO INC COM 58933Y105 205114 1778 SH SOLE 1778 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3575631 8066 SH SOLE 8066 0 0 MASTERCARD INCORPORATED CL A 57636Q104 216886 551 SH SOLE 551 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 409882 1202 SH SOLE 1202 0 0 ALPHABET INC CAP STK CL A 02079K305 923246 7713 SH SOLE 7713 0 0 MICROSOFT CORP COM 594918104 1483861 4357 SH SOLE 4357 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 660011 12427 SH SOLE 12427 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 1001717 12785 SH SOLE 12785 0 0 TESLA INC COM 88160R101 2167456 8280 SH SOLE 8280 0 0 VANGUARD INDEX FUNDS S&P 500 ETF SHS 922908363 951424 2336 SH SOLE 2336 0 0 XPEL INC COM 98379L100 421100 5000 SH SOLE 5000 0 0 LILLY ELI & CO COM 532457108 246570 526 SH SOLE 526 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 13686101 244046 SH SOLE 244046 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1476353 7325 SH SOLE 7325 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 6503957 209873 SH SOLE 209873 0 0 VISA INC COM CL A 92826C839 263182 1108 SH SOLE 1108 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 27167010 1000627 SH SOLE 1000627 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9646602 413840 SH SOLE 413840 0 0 ISHARES TR CORE S&P TTL STK 464287150 13610646 139111 SH SOLE 139111 0 0 META PLATFORMS INC CL A 30303M102 966836 3369 SH SOLE 3369 0 0 BROADCOM INC COM 11135F101 213878 247 SH SOLE 247 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 9545708 152439 SH SOLE 152439 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1106302 17818 SH SOLE 17818 0 0 NVIDIA CORPORATION COM 67066G104 656852 1553 SH SOLE 1553 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 301558 5542 SH SOLE 5542 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 229343 2273 SH SOLE 2273 0 0 JPMORGAN CHASE & CO COM 46625H100 278210 1913 SH SOLE 1913 0 0 DANAHER CORPORATION COM 235851102 243156 1013 SH SOLE 1013 0 0 ALPHABET INC CAP STK CL C 02079K107 561059 4638 SH SOLE 4638 0 0 WIPRO LTD SPON ADR 1 SH 97651M109 70252 14884 SH SOLE 14884 0 0 EXXON MOBIL CORP COM 30231G102 287110 2677 SH SOLE 2677 0 0 UNITEDHEALTH GROUP INC COM 91324P102 287776 599 SH SOLE 599 0 0 ISHARES TR MSCI ACWI ETF 464288257 978324 10197 SH SOLE 10197 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 353856 9879 SH SOLE 9879 0 0 APPLE INC COM 037833100 4131843 21301 SH SOLE 21301 0 0