The Analysis of Fidato Wealth LLC's Holdings
Currently, Fidato Wealth LLC holds 15 types of securities in its portfolio with a total value $152.1M. In the most recent quarter, they have increased their positions in VO (+3.5K shares, valued at $1.0M), VOO (+1.5K shares, valued at $948.0K), DFAR (+29.6K shares, valued at $706.3K); decreased their positions in IVV (-240 shares, valued at $160.6K), AOA (-967 shares, valued at $85.2K), AOR (-1.0K shares, valued at $67.0K); initiated new positions in BRK.B (+627 shares, valued at $315.2K), NEE (+4.0K shares, valued at $305.6K), MSFT (+546 shares, valued at $282.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS123.8K shares1.27%2025-09-302025-11-05
VO VANGUARD INDEX FDS134.8K shares2.67%2025-09-302025-11-05 DFAR DIMENSIONAL ETF TRUST490.7K shares6.42%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS130.0K shares5.54%2025-09-302025-11-05 IVV ISHARES TR13.3K shares-1.77%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO5.5K shares-2.02%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS8.1K shares-0.15%2025-09-302025-11-05 AOR ISHARES TR11.3K shares-8.43%2025-09-302025-11-05 AOA ISHARES TR7.5K shares-11.47%2025-09-302025-11-05 PGR PROGRESSIVE CORP1.7K shares0.29%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL627 sharesnew addition2025-09-302025-11-05 NEE NEXTERA ENERGY INC4.0K sharesnew addition2025-09-302025-11-05 MAS MASCO CORP4.3K shares0.00%2025-09-302025-11-05 MSFT MICROSOFT CORP546 sharesnew addition2025-09-302025-11-05 AAPL APPLE INC811 sharesnew addition2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available