Instuitional Investor - Cherrydale Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherrydale Wealth Management, Llc |
| Portfolio Value | $258,487,446 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 247,477 | $71,721,366 | 27.74% | |
| 2. | Dimensional Etf Trust | 1,160,956 | $40,157,452 | 15.53% | |
| 3. | IEF | 181,144 | $23,298,695 | 9.01% | |
| 4. | Vanguard Scottsdale Funds | 62,406 | $16,644,958 | 6.43% | |
| 5. | Dimensional Etf Trust | 566,567 | $14,084,851 | 5.44% |
