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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 $154,021,036
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 127,416 $76,137,614 49.43%
2.
Vanguard Index Fds - MID CAP ETF
 140,240 $40,274,212 26.15%
3.
Dimensional Etf Trust
 532,481 $12,593,179 8.18%
4.
Vanguard Bond Index Funds
 BND 141,360 $11,084,060 7.2%
5.
Ishares Trust
 IEF 12,286 $8,025,144 5.21%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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