Long-term investor
Cherrydale Wealth Management, LLC @cherrydalewealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001907327).
Record
- Tracked since 2025-06-30 (441 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +13.7% · 6 months n/a · 1 year +21.4% · all +21.4%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 27.8% · long · since 2025-06-30
- DFAC · 12.7% · long · since 2025-06-30
- ITOT · 7.8% · long · since 2025-06-30
- DFAX · 6.8% · long · since 2025-06-30
- VONE · 6.7% · long · since 2025-06-30
- VXUS · 5.7% · long · since 2025-06-30
- 46090E103 · 4.6% · long · since 2025-06-30
- DFAU · 3.4% · long · since 2025-06-30
- IXUS · 3.1% · long · since 2025-06-30
- SPY · 1.6% · long · since 2025-06-30
- PYLD · 1.5% · long · since 2025-06-30
- IWB · 1.2% · long · since 2025-06-30