Fidato Wealth as of Sept. 30, 2022
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 5 positions in its portfolio as reported in the September 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 | $40M | 112k | 358.60 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.2 | $19M | 102k | 188.13 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 9.1 | $6.6M | 89k | 74.84 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 8.9 | $6.5M | 81k | 80.13 | |
| Sherwin-Williams Company (SHW) | 0.9 | $678k | 3.3k | 204.90 |
