0001907327-24-000001.txt : 20240108 0001907327-24-000001.hdr.sgml : 20240108 20240108143605 ACCESSION NUMBER: 0001907327-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240108 DATE AS OF CHANGE: 20240108 EFFECTIVENESS DATE: 20240108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHERRYDALE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001907327 ORGANIZATION NAME: 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: 24519687 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 12-31-2023 12-31-2023 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 12-31-2023 0 50 191635537 false INFORMATION TABLE 2 thirteenf.xml AMAZON COM INC COM 023135106 799204 5260 SH SOLE 5260 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2427096 5927 SH SOLE 5927 0 0 VANGUARD INDEX FDS TOTAL STK MARKET 922908769 43827116 184753 SH SOLE 184753 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4204657 47586 SH SOLE 47586 0 0 NETFLIX INC COM 64110L106 232242 477 SH SOLE 477 0 0 COMPASS INC CL A 20464U100 78219 20803 SH SOLE 20803 0 0 MERCK & CO INC COM 58933Y105 211016 1936 SH SOLE 1936 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3862514 8126 SH SOLE 8126 0 0 MASTERCARD INCORPORATED CL A 57636Q104 245436 575 SH SOLE 575 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 449392 1260 SH SOLE 1260 0 0 ALPHABET INC CAP STK CL A 02079K305 1115145 7983 SH SOLE 7983 0 0 MICROSOFT CORP COM 594918104 1794608 4772 SH SOLE 4772 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 715291 12939 SH SOLE 12939 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 1119923 13166 SH SOLE 13166 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1567663 7349 SH SOLE 7349 0 0 TESLA INC COM 88160R101 2099904 8451 SH SOLE 8451 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1032487 2364 SH SOLE 2364 0 0 GOLUB CAP BDC INC COM 38173M102 157417 10425 SH SOLE 10425 0 0 ELI LILLY & CO COM 532457108 336204 577 SH SOLE 577 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 17804895 307193 SH SOLE 307193 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 2025136 20197 SH SOLE 20197 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 3537444 16306 SH SOLE 16306 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 8353333 251228 SH SOLE 251228 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1358237 6186 SH SOLE 6186 0 0 VISA INC COM CL A 92826C839 318467 1223 SH SOLE 1223 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 32394847 1108274 SH SOLE 1108274 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 13366997 547379 SH SOLE 547379 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 677605 2803 SH SOLE 2803 0 0 ISHARES TR CORE S&P TTL STK 464287150 19035104 180890 SH SOLE 180890 0 0 META PLATFORMS INC CL A 30303M102 1226471 3465 SH SOLE 3465 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 494502 17284 SH SOLE 17284 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 995868 26756 SH SOLE 26756 0 0 BROADCOM INC COM 11135F101 283042 254 SH SOLE 254 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 12803989 197197 SH SOLE 197197 0 0 WISDOMTREE TR US TOTAL DIVIDND 97717W109 1181053 18064 SH SOLE 18064 0 0 NVIDIA CORPORATION COM 67066G104 816008 1648 SH SOLE 1648 0 0 ISHARES TR SHORT TREAS BD 464288679 2839868 25787 SH SOLE 25787 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 317661 5658 SH SOLE 5658 0 0 JPMORGAN CHASE & CO COM 46625H100 334738 1968 SH SOLE 1968 0 0 DANAHER CORPORATION COM 235851102 251180 1086 SH SOLE 1086 0 0 BANK AMERICA CORP COM 060505104 282873 8401 SH SOLE 8401 0 0 ALPHABET INC CAP STK CL C 02079K107 653633 4638 SH SOLE 4638 0 0 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 92680 10955 SH SOLE 10955 0 0 WIPRO LTD SPON ADR 1 SH 97651M109 101196 18168 SH SOLE 18168 0 0 EXXON MOBIL CORP COM 30231G102 283445 2835 SH SOLE 2835 0 0 UNITEDHEALTH GROUP INC COM 91324P102 350490 666 SH SOLE 666 0 0 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 29237 12233 SH SOLE 12233 0 0 ISHARES TR MSCI ACWI ETF 464288257 1047640 10294 SH SOLE 10294 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 367719 9941 SH SOLE 9941 0 0 APPLE INC COM 037833100 1734645 9010 SH SOLE 9010 0 0