Instuitional Investor - Cherrydale Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherrydale Wealth Management, Llc |
| Portfolio Value | $287,407,579 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 258,302 | $78,505,704 | 27.32% | |
| 2. | Dimensional Etf Trust | 1,170,032 | $41,933,959 | 14.59% | |
| 3. | IEF | 183,984 | $24,845,208 | 8.64% | |
| 4. | Dimensional Etf Trust | 620,140 | $18,213,524 | 6.34% | |
| 5. | Vanguard Scottsdale Funds | 57,909 | $16,264,236 | 5.66% |
