$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
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.