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Jordan Szekely

@Cherrydale Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$258.487MTotal holdings73
Assets growth rate5.68%Assets growth rate (2-Q avg)6.47%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cherrydale Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Cherrydale Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 258.487M in assets, with a quarterly growth rate of 5.68% and a 2-quarter average growth rate of 6.47%. The portfolio is managed by Jordan Szekely, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Increased 8.06%
27.75%
$71.721M
247,477 shares@ $289.82 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.43%
15.54%
$40.157M
1.161M shares@ $34.59 avg price
ITOTIshares Tr
Recent Activity
Increased 1.16%
9.02%
$23.299M
181,144 shares@ $128.62 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Increased 68.82%
6.44%
$16.645M
62,406 shares@ $266.73 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -8.98%
5.45%
$14.085M
566,567 shares@ $24.86 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -15.61%
5.29%
$13.653M
231,680 shares@ $58.94 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 0.38%
3.83%
$9.879M
243,995 shares@ $40.49 avg price
IXUSIshares Tr
Recent Activity
Decreased -11.59%
3.78%
$9.752M
147,438 shares@ $66.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 111.16%
2.48%
$6.395M
12,509 shares@ $511.25 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.31%
1.87%
$4.826M
8,235 shares@ $586.07 avg price