13F-HR filed by Fidato Wealth LLC
Fidato Wealth LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-10, with 7 holding rows worth $79,669,814.
- Accession
- 0001085146-23-000983
- Filer
- CIK 1711360
- Filed
- 2023-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 7 entries on the cover page, a total value of $79,669,814 stated on the cover page (in dollars after the unit check, H1), rows summing to $79,669,814 with VALUE read as dollars as filed, 13F file number 028-22448. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 113,729 | $43,695,839 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 103,546 | $21,103,681 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 84,130 | $6,939,009 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 89,322 | $6,724,174 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 3,316 | $787,061 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 863 | $212,759 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 4,395 | $207,291 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-23-000983 | this filing | 2023-02-10 | acceptance time not in the bulk data set |