Fidato Wealth

Fidato Wealth as of Dec. 31, 2021

Portfolio Holdings for Fidato Wealth

Fidato Wealth holds 5 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 56.2 $53M 111k 476.99
Vanguard Index Fds Mid Cap Etf (VO) 26.5 $25M 98k 254.77
Vanguard Index Fds Real Estate Etf (VNQ) 9.7 $9.1M 78k 116.01
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.3 $6.9M 85k 80.83
Norfolk Southern (NSC) 0.3 $253k 851.00 297.30