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Name: |
Fidato Wealth LLC |
City: |
STRONGSVILLE |
State: |
OH |
Zip: |
44136 |
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data |
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Holdings
Found :
4 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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DFAR |
Dfa Dimensional Us Real Est... |
4 |
- |
$0.00 |
$8,288,000 |
370,480 |
7.43% |
55,000 |
8,438 |
0.409 |
N/A |
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BSV |
Vanguard Short-Term Bond |
5 |
- |
$76.42 |
$7,825,000 |
102,058 |
7.02% |
194,000 |
2,984 |
0.019 |
Closed - End Fund - E... |
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SHW |
Sherwin Williams Co |
6 |
- |
$303.80 |
$1,483,000 |
4,269 |
1.33% |
154,000 |
9 |
0.002 |
General Building Mate... |
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AOR |
iShares Core Growth Allocat... |
8 |
- |
$55.64 |
$705,000 |
12,670 |
0.63% |
84,000 |
994 |
0.043 |
Closed - End Fund - Debt |
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