Fidato Wealth as of March 31, 2022
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 7 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 55.3 | $51M | 112k | 453.69 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.2 | $24M | 101k | 237.84 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 9.5 | $8.7M | 80k | 108.37 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.6 | $7.0M | 90k | 77.90 | |
| Sherwin-Williams Company (SHW) | 0.9 | $822k | 3.3k | 249.54 | |
| Norfolk Southern (NSC) | 0.3 | $244k | 855.00 | 285.38 | |
| Advanced Micro Devices (AMD) | 0.3 | $240k | 2.2k | 109.24 |
