Fidato Wealth LLC - Q4 2022 holdings

$79.7 Million is the total value of Fidato Wealth LLC's 7 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 40.0% .

 Value Shares↓ Weighting
IVV BuyISHARES TRcore s&p500 etf$43,695,839
+8.7%
113,729
+1.5%
54.85%
-0.2%
VO BuyVANGUARD INDEX FDSmid cap etf$21,103,681
+10.2%
103,546
+1.8%
26.49%
+1.2%
VNQ BuyVANGUARD INDEX FDSreal estate etf$6,939,009
+6.7%
84,130
+3.7%
8.71%
-2.0%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$6,724,174
+1.3%
89,322
+0.7%
8.44%
-7.0%
SHW BuySHERWIN WILLIAMS CO$787,061
+16.1%
3,316
+0.2%
0.99%
+6.6%
NSC NewNORFOLK SOUTHN CORP$212,759863
+100.0%
0.27%
AOR NewISHARES TRgrwt allocat etf$207,2914,395
+100.0%
0.26%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR5Q4 202256.2%
VANGUARD INDEX FDS5Q4 202226.5%
VANGUARD INDEX FDS5Q4 20229.7%
VANGUARD BD INDEX FDS5Q4 20229.1%
SHERWIN WILLIAMS CO4Q4 20221.0%
NORFOLK SOUTHN CORP3Q4 20220.3%
ADVANCED MICRO DEVICES INC1Q1 20220.3%
ISHARES TR1Q4 20220.3%

View Fidato Wealth LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-18
13F-HR2024-01-09
13F-HR2023-02-10
13F-HR2022-10-24
13F-HR2022-08-02
13F-HR2022-05-10
13F-HR2022-05-04

View Fidato Wealth LLC's complete filings history.

Export Fidato Wealth LLC's holdings