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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 $133,381,823
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 112,249 $60,481,024 45.34%
2.
Vanguard Index Fds
 123,100 $32,514,307 24.37%
3.
Dimensional Etf Trust
 417,898 $9,724,478 7.29%
4.
Vanguard Bond Index Funds
 BND 117,174 $9,054,061 6.78%
5.
Ishares Trust
 IEF 14,135 $8,321,145 6.23%
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)