Fidato Wealth LLC
14 holdingsFiling period: 2026-06-30Current AUM: $171.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 125.6K | $86.2M | $87.4M | 51.00% | -1,841 | 2026-06-30 |
| 2 | VO | VANGUARD INDEX FDS | 557.8K | $44.9M | $44.6M | 26.04% | +417.5K | 2026-06-30 |
| 3 | DFAR | DIMENSIONAL ETF TRUST | 543.7K | $14.2M | $13.8M | 8.05% | +11.2K | 2026-06-30 |
| 4 | BSV | VANGUARD BD INDEX FDS | 148.7K | $11.6M | $11.4M | 6.65% | +7.3K | 2026-06-30 |
| 5 | IVV | ISHARES TR | 10.9K | $8.2M | $8.3M | 4.82% | -1,396 | 2026-06-30 |
| 6 | SHW | SHERWIN WILLIAMS CO | 5.6K | $1.9M | $1.8M | 1.05% | +24 | 2026-06-30 |
| 7 | AOA | ISHARES TR | 8.3K | $813K | $811K | 0.47% | +510 | 2026-06-30 |
| 8 | AOR | ISHARES TR | 11.6K | $807K | $799K | 0.47% | +353 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 2.7K | $639K | $666K | 0.39% | -52 | 2026-06-30 |
| 10 | VNQ | VANGUARD INDEX FDS | 6.5K | $621K | $606K | 0.35% | -1,481 | 2026-06-30 |
| 11 | PGR | PROGRESSIVE CORP | 1.9K | $409K | $414K | 0.24% | +4 | 2026-06-30 |
| 12 | NEE | NEXTERA ENERGY INC | 4.0K | $348K | $321K | 0.19% | -82 | 2026-06-30 |
| 13 | NSC | NORFOLK SOUTHN CORP | 664 | $209K | $213K | 0.12% | -- | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 550 | $205K | $273K | 0.16% | -105 | 2026-06-30 |
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