Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2023 |
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.