FW
| |
Fidato Wealth LLC13F | |
| Fidato Wealth LLC | |
| Last update 2025-05-13 | 24 Stocks (1 new) |
| Value $131.00 Mil | Turnover 2 % |
Fidato Wealth LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 114,832 | 59,013.4 | +2.30% | 45.160 | +1.02% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
VO | Vanguard Mid-Cap ETF | 125,172 | 32,371.9 | +1.68% | 24.770 | +0.41% | 0.040 | +15.88% | +9.89% | 80,725.0 | ||
DFAR | Dimensional US Real Estate ETF | 429,409 | 10,207.0 | +2.75% | 7.810 | +0.21% | 0.770 | +6.10% | +4.17% | 1,396.6 | ||
BSV | Vanguard Short-Term Bond ETF | 118,731 | 9,294.2 | +1.33% | 7.110 | +0.09% | 0.030 | +1.30% | +3.38% | 38,425.6 | ||
IVV | iShares Core S&P 500 ETF | 13,789 | 7,748.3 | -2.45% | 5.930 | -0.15% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
AAPL | Apple Inc | 9,492 | 2,108.5 | -15.21% | 1.610 | -0.32% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
SHW | Sherwin-Williams Co | 5,582 | 1,949.1 | -19.86% | 1.490 | -0.35% | 0.000 | +3.76% | +1.33% | 85,941.0 | Chemicals | |
MSFT | Microsoft Corp | 4,625 | 1,736.2 | +0.33% | 1.330 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VNQ | Vanguard Real Estate Index Fund ETF | 8,208 | 743.2 | -0.80% | 0.570 | 0% | 0.000 | +7.03% | +5.41% | 34,182.3 | ||
AOR |
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
| 12,514 | 720.5 | -5.75% | 0.550 | -0.03% | 0.030 | +10.83% | +9.47% | 2,573.1 |
Fidato Wealth LLC's Historical Top Holdings Breakdowns
Fidato Wealth LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.02% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Add 2.3% | 114,832 | 2,583 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.41% | 251.87 ($268.43) 277.95 | $287.85 | 7.23% | Add 1.68% | 125,172 | 2,072 | |
NVDA | NVIDIA Corp | 2025-03-31 | New Buy New Buy | +0.38% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | New holding | 4,589 | 4,589 | |
SHW | Sherwin-Williams Co | 2025-03-31 | Reduce Reduce | -0.35% | 330.16 ($350.95) 365.55 | $342.94 | -2.28% | Reduce -19.86% | 5,582 | -1,383 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.32% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -15.21% | 9,492 | -1,703 | |
DFAR | Dimensional US Real Estate ETF | 2025-03-31 | Add Add | +0.21% | 22.35 ($23.59) 24.51 | $24.08 | 2.08% | Add 2.75% | 429,409 | 11,511 | |
SBUX | Starbucks Corp | 2025-03-31 | Sold Out Sold Out | -0.18% | 92.17 ($103.37) 115.81 | $95.92 | -7.21% | Sold Out | 0 | -2,600 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.15% | 554.06 ($590.51) 615.85 | $637.33 | 7.93% | Reduce -2.45% | 13,789 | -346 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.09% | 76.94 ($77.63) 78.28 | $78.40 | 0.99% | Add 1.33% | 118,731 | 1,557 | |
AOR |
iShares Core 60/40 Balanced Allocation ETF
iShares Core 60/40 Balanced Allocation ETF
| 2025-03-31 | Reduce Reduce | -0.03% | 56.63 ($58.21) 59.39 | $62.00 | 6.51% | Reduce -5.75% | 12,514 | -763 |
Fidato Wealth LLC Total Holding History ($B)
Fidato Wealth LLC's Asset Allocation
Fidato Wealth LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Fidato Wealth LLC's Hypothetical Growth since 2025-03-31
Fidato Wealth LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fidato Wealth LLC's Holdings Heat Map
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Fidato Wealth LLC's Holdings Bubble Chart
Fidato Wealth LLC News
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