Fidato Wealth as of March 31, 2024
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 | 112k | 480.70 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.3 | $29M | 118k | 249.86 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.7 | $8.6M | 16k | 525.74 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.4 | $8.3M | 371k | 22.37 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.0 | $7.8M | 102k | 76.67 | |
| Sherwin-Williams Company (SHW) | 1.3 | $1.5M | 4.3k | 347.34 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $744k | 8.6k | 86.48 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.6 | $705k | 13k | 55.67 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $531k | 7.2k | 73.46 | |
| Masco Corporation (MAS) | 0.3 | $337k | 4.3k | 78.88 |
