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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 :
10 |
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Page 1 of 1 |
Menu
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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 |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$485.97 |
$53,680,000 |
111,671 |
48.13% |
3,792,000 |
-2,543 |
0.012 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
2 |
- |
$248.23 |
$29,369,000 |
117,540 |
26.33% |
1,993,000 |
-137 |
0.059 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
3 |
- |
$531.23 |
$8,571,000 |
16,302 |
7.68% |
459,000 |
-682 |
0 |
Closed - End Fund - E... |
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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 |
- |
$76.46 |
$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 |
- |
$314.02 |
$1,483,000 |
4,269 |
1.33% |
154,000 |
9 |
0.002 |
General Building Mate... |
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VNQ |
Vanguard REIT Index VIPERs |
7 |
- |
$84.90 |
$744,000 |
8,603 |
0.67% |
-43,000 |
-299 |
0.002 |
Closed - End Fund - E... |
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AOR |
iShares Core Growth Allocat... |
8 |
- |
$55.95 |
$705,000 |
12,670 |
0.63% |
84,000 |
994 |
0.043 |
Closed - End Fund - Debt |
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AOA |
iShares Trust |
9 |
- |
$74.18 |
$531,000 |
7,225 |
0.48% |
27,000 |
-70 |
0.04 |
Closed - End Fund - Debt |
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MAS |
Masco Corp |
10 |
- |
$70.34 |
$337,000 |
4,272 |
0.3% |
51,000 |
0 |
0.002 |
Industrial Equipment ... |
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