Fidato Wealth as of Dec. 31, 2022
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 7 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 54.8 | $44M | 114k | 384.21 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 26.5 | $21M | 104k | 203.81 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 8.7 | $6.9M | 84k | 82.48 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 8.4 | $6.7M | 89k | 75.28 | |
| Sherwin-Williams Company (SHW) | 1.0 | $787k | 3.3k | 237.35 | |
| Norfolk Southern (NSC) | 0.3 | $213k | 863.00 | 246.53 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $207k | 4.4k | 47.17 |
