Fidato Wealth LLC

Q4 2024 13F Holdings

  • Location
    middleburg heights, OH
  • Num holdings

    25

  • Value ($000)

    $133,382

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001711360
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$60.48M
45 %

112,249

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$32.51M
24 %

123,100

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$9.72M
7 %

417,898

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$9.05M
7 %

117,174

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.32M
6 %

14,135

AAPL
AAPL

APPLE INC

COM
037833100
$2.80M
2 %

11,195

SHW
SHW

SHERWIN WILLIAMS CO

COM
824348106
$2.37M
2 %

6,965

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$1.94M
2 %

4,610

AOR
AOR

ISHARES TR

GRWT ALLOCAT ETF
464289867
$761.06K
1 %

13,277

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$737.08K
1 %

8,274

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