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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Portfolio Holdings for Fidato Wealth

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
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