Fidato Wealth LLC
15 holdingsFiling period: 2026-03-31Current AUM: $173.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 127.4K | $76.1M | $87.5M | 50.33% | +1.6K | 2026-03-31 |
| 2 | VO | VANGUARD INDEX FDS | 140.2K | $40.3M | $45.4M | 26.12% | +1.8K | 2026-03-31 |
| 3 | DFAR | DIMENSIONAL ETF TRUST | 532.5K | $12.6M | $14.3M | 8.21% | +9.1K | 2026-03-31 |
| 4 | BSV | VANGUARD BD INDEX FDS | 141.4K | $11.1M | $11.0M | 6.31% | +3.7K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 12.3K | $8.0M | $9.2M | 5.30% | -223 | 2026-03-31 |
| 6 | SHW | SHERWIN WILLIAMS CO | 5.5K | $1.8M | $1.9M | 1.08% | +34 | 2026-03-31 |
| 7 | AOR | ISHARES TR | 11.3K | $724K | $771K | 0.44% | -190 | 2026-03-31 |
| 8 | VNQ | VANGUARD INDEX FDS | 7.9K | $703K | $784K | 0.45% | -79 | 2026-03-31 |
| 9 | AOA | ISHARES TR | 7.8K | $692K | $757K | 0.44% | -304 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 2.7K | $569K | $742K | 0.43% | +18 | 2026-03-31 |
| 11 | NEE | NEXTERA ENERGY INC | 4.1K | $376K | $352K | 0.20% | +5 | 2026-03-31 |
| 12 | PGR | PROGRESSIVE CORP | 1.9K | $370K | $395K | 0.23% | +117 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 655 | $242K | $304K | 0.17% | +114 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 505 | $241K | $241K | 0.14% | +3 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 832 | $211K | $257K | 0.15% | +21 | 2026-03-31 |
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