Fidato Wealth
Latest statistics and disclosures from Fidato Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VO, IVV, DFAR, BSV, and represent 96.59% of Fidato Wealth's stock portfolio.
- Added to shares of these 4 stocks: BSV, DFAR, AOR, SHW.
- Reduced shares in these 5 stocks: VOO, IVV, VO, VNQ, AOA.
- Fidato Wealth was a net seller of stock by $-1.2M.
- Fidato Wealth has $112M in assets under management (AUM), dropping by 6.46%.
- Central Index Key (CIK): 0001711360
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Positions held by Fidato Wealth consolidated in one spreadsheet with up to 7 years of data
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Fidato Wealth holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 48.1 | $54M | -2% | 112k | 480.70 |
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Vanguard Index Fds Mid Cap Etf (VO) | 26.3 | $29M | 118k | 249.86 |
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Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $8.6M | -4% | 16k | 525.74 |
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Dimensional Etf Trust Us Real Estate E (DFAR) | 7.4 | $8.3M | +2% | 371k | 22.37 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.0 | $7.8M | +3% | 102k | 76.67 |
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Sherwin-Williams Company (SHW) | 1.3 | $1.5M | 4.3k | 347.34 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $744k | -3% | 8.6k | 86.48 |
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Ishares Tr Grwt Allocat Etf (AOR) | 0.6 | $705k | +8% | 13k | 55.67 |
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Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $531k | 7.2k | 73.46 |
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Masco Corporation (MAS) | 0.3 | $337k | 4.3k | 78.88 |
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Past Filings by Fidato Wealth
SEC 13F filings are viewable for Fidato Wealth going back to 2021
- Fidato Wealth 2024 Q1 filed April 18, 2024
- Fidato Wealth 2023 Q4 filed Jan. 9, 2024
- Fidato Wealth 2022 Q4 filed Feb. 10, 2023
- Fidato Wealth 2022 Q3 filed Oct. 24, 2022
- Fidato Wealth 2022 Q2 filed Aug. 2, 2022
- Fidato Wealth 2022 Q1 filed May 10, 2022
- Fidato Wealth 2021 Q4 filed May 4, 2022