Fidato Wealth as of Sept. 30, 2024
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 10 positions in its portfolio as reported in the September 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) | 47.4 | $59M | 112k | 527.67 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 25.5 | $32M | 121k | 263.83 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 8.1 | $10M | 391k | 25.64 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.9 | $8.7M | 110k | 78.69 | |
| Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $8.6M | 15k | 576.81 | |
| Sherwin-Williams Company (SHW) | 3.1 | $3.9M | 10k | 381.68 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.7 | $827k | 14k | 59.24 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $800k | 8.2k | 97.42 | |
| Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $608k | 7.7k | 78.91 | |
| Masco Corporation (MAS) | 0.3 | $359k | 4.3k | 83.94 |
