Instuitional Investor - Cherrydale Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cherrydale Wealth Management, Llc |
| Portfolio Value | $191,635,537 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 184,753 | $43,827,116 | 22.87% | |
| 2. | Dimensional Etf Trust | 1,108,274 | $32,394,847 | 16.9% | |
| 3. | IEF | 180,890 | $19,035,104 | 9.93% | |
| 4. | Vanguard Star Fds | 307,193 | $17,804,895 | 9.29% | |
| 5. | Dimensional Etf Trust | 547,379 | $13,366,997 | 6.97% |
