Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHERRYDALE WEALTH MANAGEMENT LLC | 04-12-2024 | 03-31-2024 | 62 | 213,835,829 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MARKET | 1 | $55,345,166 | 212,948 | 0.03 | 0.02 | 28,195 | 15.26 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $35,234,981 | 1,102,816 | 0.02 | 0.02 | -5,458 | -0.49 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 3 | $20,200,612 | 175,200 | 0.01 | 0.01 | -5,690 | -3.15 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 4 | $16,076,538 | 266,609 | 0.01 | 0.01 | -40,584 | -13.21 | 03-31-2024 |
