Fidato Wealth as of June 30, 2025
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 11 positions in its portfolio as reported in the June 2025 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) | 49.6 | $69M | 122k | 568.03 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.2 | $37M | 131k | 279.83 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 7.7 | $11M | 461k | 23.46 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 6.9 | $9.7M | 123k | 78.70 | |
| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $8.4M | 14k | 620.89 | |
| Sherwin-Williams Company (SHW) | 1.4 | $1.9M | 5.6k | 343.33 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.5 | $760k | 12k | 61.57 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $726k | 8.2k | 89.06 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.5 | $703k | 8.4k | 83.40 | |
| Progressive Corporation (PGR) | 0.3 | $464k | 1.7k | 266.89 | |
| Masco Corporation (MAS) | 0.2 | $275k | 4.3k | 64.36 |
