Fiat Wealth Management as of Dec. 31, 2023
Portfolio Holdings for Fiat Wealth Management
Fiat Wealth Management holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 28.2 | $2.2M | 4.2k | 526.47 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 12.4 | $982k | 5.8k | 170.39 | |
| Ishares Tr Core S&p500 Etf (IVV) | 12.3 | $969k | 2.0k | 477.54 | |
| Exchange Listed Fds Tr Cabana Target 10 (TDSC) | 9.6 | $762k | 33k | 23.28 | |
| Microsoft Corporation (MSFT) | 7.9 | $621k | 1.7k | 376.04 | |
| Apple (AAPL) | 6.3 | $502k | 2.6k | 192.53 | |
| Amazon (AMZN) | 5.4 | $426k | 2.8k | 151.94 | |
| Visa Com Cl A (V) | 5.3 | $419k | 1.6k | 260.35 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $315k | 663.00 | 475.31 | |
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 2.7 | $210k | 5.7k | 36.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.7 | $210k | 675.00 | 310.88 | |
| Two Rds Shared Tr Anfield Us Equ (AESR) | 1.9 | $153k | 11k | 13.81 | |
| Two Rds Shared Tr Regents Pk Hdgd (RPHS) | 1.4 | $111k | 12k | 8.90 |
