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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 $104,766,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 114,214 $49,888,483 47.61%
2.
Vanguard Index Fds
 117,677 $27,376,297 26.13%
3.
Dimensional Etf Trust
 362,042 $8,232,840 7.85%
4.
Ishares Trust
 IEF 16,984 $8,112,042 7.74%
5.
Vanguard Bond Index Funds
 BND 99,074 $7,630,689 7.28%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)