FW
Fidato Wealth Portfolio holdings
AUM
$152M
1-Year Est. Return
11.17%
1 Year Est. Return
+11.17%
AUM
$152M
AUM Growth
+$12.2M
(+8.7%)
Holding
15
Top Buys
| 1 | +$1.03M | |
| 2 | +$948K | |
| 3 | +$706K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$538K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$315K |
Top Sells
| 1 | +$161K | |
| 2 | +$85.2K | |
| 3 | +$67K | |
| 4 |
Sherwin-Williams
SHW
|
+$39.1K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.1K |
Sector Composition
| 1 | Materials | 1.25% |
| 2 | Financials | 0.49% |
| 3 | Technology | 0.32% |
| 4 | Utilities | 0.2% |
| 5 | Industrials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$829B
| $75.8M | 49.83% |
123,797
+1,548
|
|
||
2
Vanguard Mid-Cap ETF
VO
$91.4B
| $39.6M | 26.02% |
134,751
+3,507
|
|
||
3
Dimensional US Real Estate ETF
DFAR
$1.41B
| $11.7M | 7.69% |
490,659
+29,615
|
|
||
|
4
Vanguard Short-Term Bond ETF
BSV
$41.4B
| $10.3M | 6.74% |
129,965
+6,821
|
|
||
5
iShares Core S&P 500 ETF
IVV
$738B
| $8.92M | 5.86% |
13,323
-240
|
|
||
|
6
Sherwin-Williams
SHW
$81.9B
| $1.9M | 1.25% |
5,481
-113
|
|
||
|
7
Vanguard Real Estate ETF
VNQ
$33.8B
| $744K | 0.49% |
8,140
-12
|
|
||
8
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.05B
| $728K | 0.48% |
11,307
-1,041
|
|
||
9
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.74B
| $658K | 0.43% |
7,462
-967
|
|
||
10
Progressive
PGR
$135B
| $431K | 0.28% |
1,744
+5
|
|
||
|
11
Berkshire Hathaway Class B
BRK.B
$1.07T
| $315K | 0.21% |
+627
|
|
||
12
NextEra Energy
NEE
$171B
| $306K | 0.2% |
+4,048
|
|
||
13
Masco
MAS
$13.3B
| $301K | 0.2% |
4,272
|
|
||
14
Microsoft
MSFT
$3.57T
| $283K | 0.19% |
+546
|
|
||
15
Apple
AAPL
$4.11T
| $207K | 0.14% |
+811
|
|