Fidato Wealth as of Dec. 31, 2023
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 10 positions in its portfolio as reported in the December 2023 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) | 47.6 | $50M | 114k | 436.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.1 | $27M | 118k | 232.64 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.9 | $8.2M | 362k | 22.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $8.1M | 17k | 477.63 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.3 | $7.6M | 99k | 77.02 | |
| Sherwin-Williams Company (SHW) | 1.3 | $1.3M | 4.3k | 311.91 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $787k | 8.9k | 88.36 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.6 | $621k | 12k | 53.19 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $504k | 7.3k | 69.05 | |
| Masco Corporation (MAS) | 0.3 | $286k | 4.3k | 66.98 |
