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 |
