Instuitional Investor - Cherrydale Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherrydale Wealth Management, Llc |
| Portfolio Value | $329,454,464 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 272,130 | $91,236,966 | 27.69% | |
| 2. | Dimensional Etf Trust | 1,131,138 | $44,781,756 | 13.59% | |
| 3. | IEF | 185,397 | $27,566,743 | 8.37% | |
| 4. | Dimensional Etf Trust | 684,051 | $22,389,002 | 6.8% | |
| 5. | Vanguard Scottsdale Funds | 67,039 | $20,717,692 | 6.29% |