Universe · entity
Fidato Wealth LLC
Institutional manager (13F) · CIK 1711360
13F holdings · as of 2026-03-31 · top 15 · reported portfolio $154M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $76M | 127,416 |
| 2 | VANGUARD INDEX FDS | $40M | 140,240 |
| 3 | DIMENSIONAL ETF TRUST | $13M | 532,481 |
| 4 | VANGUARD BD INDEX FDS | $11M | 141,360 |
| 5 | ISHARES TR | $8M | 12,286 |
| 6 | SHERWIN WILLIAMS CO | $2M | 5,534 |
| 7 | ISHARES TR | $725k | 11,263 |
| 8 | VANGUARD INDEX FDS | $703k | 7,931 |
| 9 | ISHARES TR | $692k | 7,821 |
| 10 | AMAZON COM INC | $570k | 2,736 |
| 11 | NEXTERA ENERGY INC | $376k | 4,053 |
| 12 | PROGRESSIVE CORP | $371k | 1,870 |
| 13 | MICROSOFT CORP | $242k | 655 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $242k | 505 |
| 15 | APPLE INC | $211k | 832 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.