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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
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
IXUSIshares Tr
Recent Activity
Decreased -11.59%
3.78%
$9.752M
147,438 shares@ $66.14 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -15.67%
0.67%
$1.709M
9,030 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -27.51%
0.64%
$1.63M
2,784 shares@ $585.44 avg price
TSLATesla Inc
Recent Activity
Decreased -76.28%
0.28%
$701,066
1,736 shares@ $403.84 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -2.86%
0.2%
$502,716
2,546 shares@ $197.46 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -28.59%
0.2%
$494,009
6,154 shares@ $80.28 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -13.06%
0.16%
$393,743
3,660 shares@ $107.59 avg price
VSGXVanguard World Fd
Recent Activity
Decreased -17.86%
0.14%
$348,329
6,143 shares@ $56.71 avg price