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CIK: 0001711360
Total reported value
$171.1M
$171.1M
10 檔
64.1%
As reported in its official Q2 2024 Form 13F filing, Fidato Wealth LLC's tracked investment portfolio stood at $171.1M with 10 total positions.
During Q2 2024, Fidato Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, DFAR) accounted for 64.1% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 49.06% | +0.97% | -0.53% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 25.50% | +0.11% | +1.49% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-Other | 7.61% | +0.13% | +5.22% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.45% | -0.44% | -5.43% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.20% | -0.43% | +4.14% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.13% | -0.03% | +0.23% | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.69% | — | +9.90% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | -0.10% | -2.65% | |
| 9 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.49% | +0.03% | +2.96% | |
| 10 | MAS | Masco CORP | Stock-Industrials | 0.25% | — | — |
According to official SEC Form 13F filings, Fidato Wealth LLC reported a total U.S. public equity portfolio value of $171.1M across 10 disclosed positions in Q2 2024.
During Q2 2024, Fidato Wealth LLC's top holdings by market value included VOO (49.1%)、VO (25.5%)、DFAR (7.6%). The largest single position, VOO, represented 49.1% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Fidato Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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