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 |
