Fidato Wealth LLC 13F Holdings
CIK 0001711360 · STRONGSVILLE, OH
As of Sep 30, 2025, Fidato Wealth LLC reported 15 positions worth
CIK 0001711360 · STRONGSVILLE, OH
As of Sep 30, 2025, Fidato Wealth LLC reported 15 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 123,797 | $75.8M | 49.83% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 134,751 | $39.6M | 26.02% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 490,659 | 1.7M | 7.69% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 129,965 | 0.3M | 6.74% |
| ISHARES CORE S&P 500 ETF | IVV | — | 13,323 | $8.9M | 5.86% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 5,481 | .9M | 1.25% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 8,140 | $744.2K | 0.49% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 11,307 | $727.9K | 0.48% |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | AOA | — | 7,462 | $657.7K | 0.43% |
| PROGRESSIVE CORP | PGR | Financial Services | 1,744 | $430.7K | 0.28% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 627 | $315.2K | 0.21% |
| NEXTERA ENERGY INC | NEE | Utilities | 4,048 | $305.6K | 0.20% |
| MASCO CORP | MAS | Basic Materials | 4,272 | $300.7K | 0.20% |
| MICROSOFT CORP | MSFT | Technology | 546 | $282.8K | 0.19% |
| APPLE INC | AAPL | Technology | 811 | $206.5K | 0.14% |