Fidato Wealth LLC
Q1 2025 13F Holdings
- Locationmiddleburg heights, OH
- Num holdings
24
- Value ($000)
$130,682
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001711360
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $59.01M | 45 % | 114,832 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $32.37M | 25 % | 125,172 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $10.21M | 8 % | 429,409 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $9.29M | 7 % | 118,731 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.75M | 6 % | 13,789 | ||
AAPL APPLE INC | COM | 037833100 | $2.11M | 2 % | 9,492 | ||
SHW SHERWIN WILLIAMS CO | COM | 824348106 | $1.95M | 2 % | 5,582 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.74M | 1 % | 4,625 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $743.19K | 1 % | 8,208 | ||
AOR ISHARES TR | CORE 60/40 BALAN | 464289867 | $720.45K | 1 % | 12,514 |
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