Notify me when Cherrydale Wealth Management, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 80 | $318M | +$10M | -$1.44M | +$8.55M | VTI, DFAC, ITOT, DFAX, VONE | 13F-HR | 10/14/2025, 09:36 AM |
| Q2 2025 | 75 | $287M | +$17.8M | -$10.2M | +$7.67M | VTI, DFAC, ITOT, DFAX, VONE | 13F-HR | 7/14/2025, 04:05 PM |
| Q1 2025 | 73 | $253M | +$8.33M | -$4.42M | +$3.91M | VTI, DFAC, ITOT, VONE, DFAX | 13F-HR | 4/14/2025, 01:36 PM |
| Q4 2024 | 73 | $258M | +$22M | -$9.37M | +$12.6M | VTI, DFAC, ITOT, VONE, DFAX | 13F-HR | 1/15/2025, 02:51 PM |
| Q3 2024 | 69 | $245M | +$7.66M | -$4.3M | +$3.36M | VTI, DFAC, ITOT, VXUS, DFAX | 13F-HR | 10/11/2024, 04:43 PM |
| Q2 2024 | 67 | $228M | +$15.8M | -$4.75M | +$11.1M | VTI, DFAC, ITOT, VXUS, DFAX | 13F-HR | 7/11/2024, 04:43 PM |
| Q1 2024 | 62 | $214M | +$18.4M | -$11M | +$7.37M | VTI, DFAC, ITOT, VXUS, DFAX | 13F-HR | 4/12/2024, 09:06 AM |
| Q4 2023 | 50 | $192M | +$8.77M | -$2.92M | +$5.85M | VTI, DFAC, ITOT, VXUS, DFAX | 13F-HR | 1/8/2024, 02:36 PM |
| Q3 2023 | 47 | $168M | +$31.2M | -$54.3K | +$31.1M | VTI, DFAC, ITOT, VXUS, DFAX | 13F-HR | 10/10/2023, 08:52 AM |
| Q2 2023 | 42 | $143M | +$3.96M | -$1.74M | +$2.22M | VTI, DFAC, VXUS, ITOT, DFAX | 13F-HR | 7/17/2023, 10:27 AM |
| Q1 2023 | 36 | $132M | +$5.08M | -$2.63M | +$2.46M | VTI, DFAC, VXUS, ITOT, IXUS | 13F-HR | 4/14/2023, 11:17 AM |
| Q4 2022 | 37 | $121M | +$18M | -$11.6M | +$6.47M | VTI, DFAC, ITOT, VXUS, IXUS | 13F-HR | 1/18/2023, 05:46 PM |
| Q3 2022 | 33 | $108M | +$18M | -$9.12M | +$8.93M | VTI, DFAC, VXUS, ITOT, DFAX | 13F-HR | 10/24/2022, 11:02 AM |
| Q2 2022 | 32 | $109M | +$21.8M | -$14.6M | +$7.15M | VTI, DFAC, VXUS, DFAX, QQQ | 13F-HR | 7/7/2022, 11:42 AM |
| Q1 2022 | 41 | $136M | +$16.4M | -$2.33M | +$14.1M | VTI, DFAC, VXUS, QQQ, DFAX | 13F-HR | 4/26/2022, 12:11 PM |
| Q4 2021 | 39 | $133M | VTI, DFAC, VXUS, QQQ, DFAX | 13F-HR | 2/1/2022, 02:43 PM |