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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 $171,117,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 125,575 $86,245,961 50.4%
2.
Vanguard Index Fds - MID CAP ETF
 557,784 $44,940,668 26.26%
3.
Dimensional Etf Trust
 DFAC 543,699 $14,223,174 8.31%
4.
Vanguard Bond Index Funds
 BND 148,686 $11,584,135 6.77%
5.
Ishares Trust
 IEF 10,890 $8,155,144 4.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.