Fidato Wealth as of Dec. 31, 2021
Portfolio Holdings for Fidato Wealth
Fidato Wealth holds 5 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 56.2 | $53M | 111k | 476.99 | |
Vanguard Index Fds Mid Cap Etf (VO) | 26.5 | $25M | 98k | 254.77 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 9.7 | $9.1M | 78k | 116.01 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.3 | $6.9M | 85k | 80.83 | |
Norfolk Southern (NSC) | 0.3 | $253k | 851.00 | 297.30 |