FW

Fidato Wealth LLC

13F
Fidato Wealth LLC
Last update 2025-02-16 25 Stocks (14 new)
Value $133.00 Mil Turnover 8 %
Countries:
Top Holdings: VOO(45.34%)VO(24.38%)DFAR(7.29%)BSV(6.79%)IVV(6.24%)
Summary Stock Picks Current Portfolio
Fidato Wealth LLC Top Holdings of 2024-12-31 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
112,249
60,481.0
+0.43%
45.340
+0.19%
0.010
-5.57%
-3.02%
639,944.1
 
VO 		Vanguard Mid-Cap ETF
123,100
32,514.3
+2.13%
24.380
+0.51%
0.050
-4.97%
-0.84%
77,559.1
 
DFAR 		Dimensional US Real Estate ETF
417,898
9,724.5
+6.91%
7.290
+0.47%
0.780
+1.10%
+1.84%
1,316.6
 
BSV 		Vanguard Short-Term Bond ETF
117,174
9,054.1
+6.59%
6.790
+0.42%
0.030
+1.95%
+2.39%
33,485.4
 
IVV 		iShares Core S&P 500 ETF
14,135
8,321.1
-5.17%
6.240
-0.36%
0.000
-5.55%
-2.98%
574,809.5
 
AAPL 		Apple Inc
11,195
2,803.6
New Holding
2.100
+2.10%
0.000
-12.89%
-17.91%
3,067,071.9
Hardware
SHW 		Sherwin-Williams Co
6,965
2,367.8
-31.02%
1.780
-0.96%
0.000
+0.63%
+6.03%
90,126.0
Chemicals
MSFT 		Microsoft Corp
4,610
1,943.1
New Holding
1.460
+1.46%
0.000
+5.08%
+3.48%
3,235,237.7
Software
AOR 		iShares Core Growth Allocation ETF
13,277
761.1
-4.88%
0.570
-0.03%
0.030
-0.05%
+2.01%
2,337.4
 
VNQ 		Vanguard Real Estate Index Fund ETF
8,274
737.1
+0.78%
0.550
0%
0.000
+0.09%
+1.74%
37,151.3
 

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
AAPL 		Apple Inc2024-12-31New Buy
+2.10%
●
221.69 ($235.83) 259.02
$205.35
-12.92%
New holding
11,195
11,195
MSFT 		Microsoft Corp2024-12-31New Buy
+1.46%
●
406.35 ($426.03) 454.46
$435.28
2.17%
New holding
4,610
4,610
SHW 		Sherwin-Williams Co2024-12-31Reduce
-0.96%
●
338.75 ($373.12) 399.71
$359.64
-3.61%
Reduce -31.02%
6,965
-3,132
VO 		Vanguard Mid-Cap ETF2024-12-31Add
+0.51%
●
261.5 ($271.69) 284.63
$260.76
-4.02%
Add 2.13%
123,100
2,573
DFAR 		Dimensional US Real Estate ETF2024-12-31Add
+0.47%
●
22.72 ($24.75) 25.76
$23.68
-4.32%
Add 6.91%
417,898
26,997
BSV 		Vanguard Short-Term Bond ETF2024-12-31Add
+0.42%
●
77.02 ($77.6) 78.56
$78.15
0.71%
Add 6.59%
117,174
7,245
GOOGL 		Alphabet Inc2024-12-31New Buy
+0.41%
●
161.86 ($175.1) 196.66
$164.03
-6.32%
New holding
2,900
2,900
BRK.B 		Berkshire Hathaway Inc2024-12-31New Buy
+0.37%
●
442.29 ($461.8) 483.08
$539.80
16.89%
New holding
1,095
1,095
IVV 		iShares Core S&P 500 ETF2024-12-31Reduce
-0.36%
●
570.51 ($592.23) 610.83
$569.34
-3.87%
Reduce -5.17%
14,135
-770
IBM 		International Business Machines Corp2024-12-31New Buy
+0.29%
●
204.9 ($222.76) 238.04
$245.55
10.23%
New holding
1,782
1,782

Fidato Wealth LLC Total Holding History ($B)

To

Fidato Wealth LLC's Asset Allocation

To

Fidato Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidato Wealth LLC's Hypothetical Growth since 2024-12-31

Fidato Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fidato Wealth LLC's Holdings Heat Map

Size field:

Fidato Wealth LLC's Holdings Bubble Chart

Fidato Wealth LLC News

  • 1

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