Loading…
CIK 0001907327 • 7 13F filings • Apr 14, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("cherrydale-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $217K | 0.1% | 1,599 SH | New |
| ABBVIE INC | COM | $298K | 0.1%Prev: 0.1% | 1,607 SH | Decreased-13 SH |
| ALPHABET INC | CAP STK CL A | $1.6M | 0.5%Prev: 0.7% | 8,890 SH | Decreased+718 SH |
| ALPHABET INC | CAP STK CL C | $825K | 0.3%Prev: 0.5% | 4,653 SH | Decreased-607 SH |
| AMAZON COM INC | COM | $2.5M | 0.9%Prev: 0.6% | 11,308 SH | Increased+2,218 SH |
| APPLE INC | COM | $3.0M | 1.0%Prev: 1.1% | 14,663 SH | Decreased+435 SH |
| AT&T INC | COM | $217K | 0.1%Prev: 0.1% | 7,503 SH | Decreased-45 SH |
| BANK AMERICA CORP | COM | $448K | 0.2%Prev: 0.1% | 9,469 SH | Increased+1,241 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $817K | 0.3%Prev: 0.3% | 1,682 SH | Decreased-188 SH |
| BLACKROCK ETF TRUST II | ISHARES HIGH YIE | $1.5M | 0.5%Prev: 0.6% | 30,184 SH | Decreased-10,467 SH |
| BROADCOM INC | COM | $1.0M | 0.4%Prev: 0.4% | 3,754 SH | Decreased+22 SH |
| CATERPILLAR INC | COM | $203K | 0.1%Prev: 0.1% | 523 SH | Decreased+31 SH |
| CISCO SYS INC | COM | $250K | 0.1%Prev: 0.1% | 3,610 SH | Increased+623 SH |
| COMPASS INC | CL A | $82K | 0.0% | 13,000 SH | New |
| COSTCO WHSL CORP NEW | COM | $295K | 0.1% | 298 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $10.7M | 3.7%Prev: 3.5% | 251,963 SH | Decreased+3,985 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $41.9M | 14.6%Prev: 13.0% | 1,170,032 SH | Decreased+88,992 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.8M | 0.6%Prev: 0.6% | 51,960 SH | Decreased-3,234 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $758K | 0.3% | 17,935 SH | New |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $18.2M | 6.3%Prev: 7.2% | 620,140 SH | Decreased-61,796 SH |
| ELI LILLY & CO | COM | $588K | 0.2%Prev: 0.2% | 755 SH | Decreased+39 SH |
| EXXON MOBIL CORP | COM | $407K | 0.1%Prev: 0.2% | 3,772 SH | Decreased-146 SH |
| GOLDMAN SACHS GROUP INC | COM | $319K | 0.1%Prev: 0.1% | 451 SH | Decreased-3 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $1.1M | 0.4%Prev: 0.2% | 13,531 SH | Increased |
| HOME DEPOT INC | COM | $227K | 0.1% | 618 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $268K | 0.1%Prev: 0.1% | 911 SH | Increased |
| INTUIT | COM | $207K | 0.1% | 263 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $270K | 0.1%Prev: 0.1% | 496 SH | Increased+33 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.1M | 2.5%Prev: 4.1% | 12,856 SH | Decreased-9,986 SH |
| ISHARES TR | CORE MSCI EAFE | $219K | 0.1%Prev: 0.1% | 2,622 SH | Decreased-161 SH |
| ISHARES TR | CORE MSCI TOTAL | $9.8M | 3.4%Prev: 3.4% | 126,530 SH | Decreased+1,154 SH |
| ISHARES TR | CORE S&P MCP ETF | $348K | 0.1%Prev: 0.1% | 5,613 SH | Decreased-59 SH |
| ISHARES TR | CORE S&P TTL STK | $24.8M | 8.6%Prev: 8.0% | 183,984 SH | Decreased+3,265 SH |
| ISHARES TR | MSCI ACWI ETF | $1.4M | 0.5%Prev: 0.5% | 10,555 SH | Decreased-94 SH |
| ISHARES TR | RUS 1000 ETF | $4.0M | 1.4%Prev: 1.2% | 11,847 SH | Increased+1,015 SH |
| ISHARES TR | US TREAS BD ETF | $890K | 0.3%Prev: 0.3% | 38,712 SH | Increased+2,702 SH |
| JOHNSON & JOHNSON | COM | $239K | 0.1%Prev: 0.1% | 1,564 SH | Decreased-376 SH |
| JPMORGAN CHASE & CO. | COM | $769K | 0.3% | 2,653 SH | New |
| LIFE360 INC | COM | $268K | 0.1% | 4,106 SH | New |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $45K | 0.0%Prev: 0.0% | 10,694 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $432K | 0.2%Prev: 0.1% | 769 SH | Increased+78 SH |
| META PLATFORMS INC | CL A | $1.9M | 0.7%Prev: 0.5% | 2,532 SH | Increased-209 SH |
| MICROSOFT CORP | COM | $3.2M | 1.1%Prev: 0.6% | 6,483 SH | Increased+837 SH |
| MULTISENSOR AI HOLDINGS INC | COM | $20K | 0.0% | 32,835 SH | New |
| NETFLIX INC | COM | $750K | 0.3% | 560 SH | New |
| NVIDIA CORPORATION | COM | $3.4M | 1.2%Prev: 1.1% | 21,269 SH | Decreased+1,745 SH |
| ORACLE CORP | COM | $333K | 0.1%Prev: 0.1% | 1,521 SH | Increased+27 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $230K | 0.1%Prev: 0.1% | 1,686 SH | Decreased-34 SH |
| PIMCO ETF TR | MULTISECTOR BD | $3.6M | 1.3%Prev: 1.6% | 136,523 SH | Decreased-65,619 SH |
| PROCTER AND GAMBLE CO | COM | $246K | 0.1% | 1,542 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 1.0% | 4,635 SH | New |
| T-MOBILE US INC | COM | $215K | 0.1% | 901 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $482K | 0.2% | 2,130 SH | New |
| TESLA INC | COM | $548K | 0.2%Prev: 0.2% | 1,726 SH | Decreased+70 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $940K | 0.3%Prev: 0.3% | 2,369 SH | Decreased-23 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.7M | 0.6%Prev: 0.3% | 6,001 SH | Increased+2,360 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.0M | 1.4%Prev: 1.2% | 44,693 SH | Increased+2,269 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 0.7%Prev: 0.7% | 3,597 SH | Decreased-153 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 0.5%Prev: 0.1% | 5,620 SH | Increased+4,699 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $449K | 0.2% | 1,622 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $78.5M | 27.3%Prev: 27.7% | 258,302 SH | Decreased-21,300 SH |
| VANGUARD INDEX FDS | VALUE ETF | $542K | 0.2%Prev: 0.2% | 3,064 SH | Increased+408 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $386K | 0.1%Prev: 0.1% | 5,744 SH | Decreased-136 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.5M | 0.9%Prev: 1.3% | 29,639 SH | Decreased-19,863 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $672K | 0.2%Prev: 0.2% | 6,154 SH | Decreased-103 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $16.3M | 5.7%Prev: 6.7% | 57,909 SH | Decreased-15,184 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $15.7M | 5.5%Prev: 6.0% | 227,109 SH | Decreased-24,201 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $405K | 0.1%Prev: 0.1% | 6,188 SH | Increased+779 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $830K | 0.3%Prev: 0.3% | 7,567 SH | Decreased+37 SH |
| VISA INC | COM CL A | $578K | 0.2%Prev: 0.1% | 1,627 SH | Increased+209 SH |
| WALMART INC | COM | $281K | 0.1%Prev: 0.1% | 2,879 SH | Decreased+16 SH |
| WELLS FARGO CO NEW | COM | $222K | 0.1% | 2,769 SH | New |
| WIPRO LTD | SPON ADR 1 SH | $81K | 0.0%Prev: 0.0% | 26,838 SH | Increased+12,074 SH |
| WISDOMTREE TR | GLB US QTLY DIV | $414K | 0.1% | 10,274 SH | New |
| WISDOMTREE TR | US TOTAL DIVIDND | $1.5M | 0.5%Prev: 0.5% | 18,648 SH | Decreased-48 SH |
| 13F-HR |
| 0001907327-25-000006 |
| $318.3M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001907327-26-000005 | $382.2M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001907327-25-000005 | $287.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001907327-26-000002 | $323.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001907327-25-000004 | $252.9M | View |