Instuitional Investor - Cherrydale Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherrydale Wealth Management, Llc |
| Portfolio Value | $252,899,998 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 244,914 | $67,312,132 | 26.62% | |
| 2. | Dimensional Etf Trust | 1,162,725 | $38,358,291 | 15.17% | |
| 3. | IEF | 195,343 | $23,833,792 | 9.42% | |
| 4. | Vanguard Scottsdale Funds | 64,898 | $16,475,003 | 6.51% | |
| 5. | Dimensional Etf Trust | 581,256 | $15,228,915 | 6.02% |
