| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -4,395 | -100.0% | -0.26% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -863 | -100.0% | -0.27% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -3,316 | -100.0% | -0.99% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -89,322 | -100.0% | -8.44% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -84,130 | -100.0% | -8.71% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -103,546 | -100.0% | -26.49% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -113,729 | -100.0% | -54.85% | – |
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.