Fidato Wealth as of June 30, 2022
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 5 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 54.9 | $42M | 111k | 379.16 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 25.8 | $20M | 100k | 197.07 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 9.4 | $7.2M | 79k | 91.04 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 8.9 | $6.8M | 88k | 76.72 | |
| Sherwin-Williams Company (SHW) | 1.0 | $739k | 3.3k | 223.87 |
