Jordan Szekely

@Cherrydale Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$258.487M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Index Fds Recent Activity Increased 8.06%	27.75%	$71.721M 247,477 shares@ $289.82 avg price	Increased 8.06%
DFACDimensional Etf Trust Recent Activity Increased 0.43%	15.54%	$40.157M 1.161M shares@ $34.59 avg price	Increased 0.43%
ITOTIshares Tr Recent Activity Increased 1.16%	9.02%	$23.299M 181,144 shares@ $128.62 avg price	Increased 1.16%
VONEVanguard Scottsdale Fds Recent Activity Increased 68.82%	6.44%	$16.645M 62,406 shares@ $266.73 avg price	Increased 68.82%
DFAUDimensional Etf Trust Recent Activity Increased 0.38%	3.83%	$9.879M 243,995 shares@ $40.49 avg price	Increased 0.38%
QQQInvesco Qqq Tr Recent Activity Increased 111.16%	2.48%	$6.395M 12,509 shares@ $511.25 avg price	Increased 111.16%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 0.31%	1.87%	$4.826M 8,235 shares@ $586.07 avg price	Increased 0.31%
VNQVanguard Index Fds Recent Activity Increased 5.15%	1.63%	$4.195M 47,087 shares@ $89.09 avg price	Increased 5.15%
AAPLApple Inc Recent Activity Increased 6%	1.28%	$3.298M 13,169 shares@ $250.42 avg price	Increased 6%
NVDANvidia Corporation Recent Activity Increased 0.76%	1.12%	$2.895M 21,556 shares@ $134.29 avg price	Increased 0.76%