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  Name: Fidato Wealth LLC
  City: STRONGSVILLE
  State: OH
  Zip: 44136
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $111,533,000
  Total Value Change : $6,766,000
  Securities Held Change : 0
   
All Securities Held : 10
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 4
  Unchanged Positions : 1
  Decreased Positions : 5

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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 4 - $0.00 $8,288,000 370,480 7.43% 55,000 8,438 0.409    N/A
   (BSV)1 Year Chart         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...
   (SHW)1 Year Chart         SHW Sherwin Williams Co 6 - $303.80 $1,483,000 4,269 1.33% 154,000 9 0.002    General Building Mate...
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 8 - $55.64 $705,000 12,670 0.63% 84,000 994 0.043    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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