StockDriftsStockDriftsTop 50 Cherrydale Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 27.71% | 279.6K | $89.7M | +2.75%(+7.47K) | $241.74(+50.87%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 12.98% | 1.08M | $42.0M | -4.43%(-50.10K) | $27.47(+57.33%) | 2026-03-31 | |
| ITOT | ISHARES TR | 7.95% | 180.7K | $25.7M | -2.52%(-4.68K) | $94.30(+71.79%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 7.16% | 681.9K | $23.2M | -0.31%(-2.12K) | $25.91(+44.80%) | 2026-03-31 | |
| VONE | VANGUARD SCOTTSDALE FDS | 6.66% | 73.1K | $21.6M | +9.03%(+6.05K) | $250.13(+33.78%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.99% | 251.3K | $19.4M | +2.82%(+6.90K) | $60.72(+40.13%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.07% | 22.8K | $13.2M | +38.30%(+6.33K) | $512.92(+39.34%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.46% | 248.0K | $11.2M | -0.90%(-2.26K) | $28.97(+75.89%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.36% | 125.4K | $10.9M | -4.19%(-5.49K) | $57.95(+64.98%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 1.64% | 202.1K | $5.3M | +17.41%(+29.97K) | $26.34(-0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.78% | +51.21% |
| Top 20 Holdings Unweighted | +17.87% | +63.74% |
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