8 is the total number of securities Fidato Wealth LLC has owned. The longest Fidato Wealth LLC has owned a single stock is 5 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IVV | ISHARES TR | 5 | 5 | 54.85% | 55.25% | 56.21% | Q4 2021 | Q4 2022 | 5 |
| VO | VANGUARD INDEX FDS | 5 | 5 | 25.80% | 26.24% | 26.54% | Q4 2021 | Q4 2022 | 5 |
| VNQ | VANGUARD INDEX FDS | 5 | 5 | 8.71% | 9.24% | 9.68% | Q4 2021 | Q4 2022 | 5 |
| BSV | VANGUARD BD INDEX FDS | 5 | 5 | 7.30% | 8.26% | 9.07% | Q4 2021 | Q4 2022 | 5 |
| SHW | SHERWIN WILLIAMS CO | 4 | 4 | 0.90% | 0.94% | 0.99% | Q1 2022 | Q4 2022 | 4 |
| NSC | NORFOLK SOUTHN CORP | 2 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2022 | 3 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
| AOR | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Fidato Wealth LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Fidato Wealth LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Fidato Wealth LLC owns currently or has owned in the past.