$94 Million is the total value of Fidato Wealth LLC's 5 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $52,808,000 | – | 110,712 | +100.0% | 56.21% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $24,935,000 | – | 97,872 | +100.0% | 26.54% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $9,096,000 | – | 78,410 | +100.0% | 9.68% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $6,861,000 | – | 84,878 | +100.0% | 7.30% | – |
| NSC | New | NORFOLK SOUTHN CORP | $253,000 | – | 851 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2022 | 56.2% |
| VANGUARD INDEX FDS | 5 | Q4 2022 | 26.5% |
| VANGUARD INDEX FDS | 5 | Q4 2022 | 9.7% |
| VANGUARD BD INDEX FDS | 5 | Q4 2022 | 9.1% |
| SHERWIN WILLIAMS CO | 4 | Q4 2022 | 1.0% |
| NORFOLK SOUTHN CORP | 3 | Q4 2022 | 0.3% |
| ADVANCED MICRO DEVICES INC | 1 | Q1 2022 | 0.3% |
| ISHARES TR | 1 | Q4 2022 | 0.3% |
View Fidato Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-05-04 |
View Fidato Wealth LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.