Fidato Wealth LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    middleburg heights, OH
  • CIK
    0001711360
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

25

$133.38M
VOO, VO, DFAR, BSV
13F-HR
Feb 14, 2025
000171136025000001

10

$124.49M
VOO, VO, DFAR, BSV
13F-HR
Nov 5, 2024
000171136024000006

10

$113.24M
VOO, VO, DFAR, IVV
13F-HR
Aug 13, 2024
000171136024000004

10

$111.53M
VOO, VO, IVV, DFAR
13F-HR
Apr 18, 2024
000171136024000003

10

$104.77M
VOO, VO, DFAR, IVV
13F-HR
Jan 9, 2024
000171136024000001

7

$79.67M
IVV, VO, VNQ, BSV
13F-HR
Feb 10, 2023
000108514623000983

5

$73.15M
IVV, VO, BSV, VNQ
13F-HR
Oct 24, 2022
000108514622003581

5

$76.57M
IVV, VO, VNQ, BSV
13F-HR
Aug 2, 2022
000108514622002707

7

$91.67M
IVV, VO, VNQ, BSV
13F-HR
May 10, 2022
000108514622001888

5

$93.95M
IVV, VO, VNQ, BSV
13F-HR
May 4, 2022
000108514622001698
Fidato Wealth Llc 13F Filings