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Home > Institutional Investor > Fidato Wealth Llc > Profile

Instuitional Investor - Fidato Wealth Llc

Fund Profile
Filing Period:
Fund Name: Fidato Wealth Llc
Portfolio Value $139,944,567
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 122,249 $69,440,851 49.62%
2.
Vanguard Index Fds - MID CAP ETF
 131,244 $36,726,131 26.24%
3.
Dimensional Etf Trust
 461,044 $10,816,093 7.73%
4.
Vanguard Bond Index Funds
 BND 123,144 $9,691,421 6.93%
5.
Ishares Trust
 IEF 13,563 $8,421,159 6.02%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)