StockDriftsStockDriftsTop 15 Fidato Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 49.43% | 127.4K | $76.1M | +1.27%(+1.59K) | $433.06(+58.14%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 26.15% | 140.2K | $40.3M | +1.29%(+1.78K) | $61.61(+30.69%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 8.18% | 532.5K | $12.6M | +1.73%(+9.06K) | $21.87(+21.47%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 7.2% | 141.4K | $11.1M | +2.67%(+3.67K) | $79.94(-2.74%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.21% | 12.3K | $8.0M | -1.78%(-223) | $451.97(+65.59%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 1.15% | 5.5K | $1.8M | +0.62%(+34) | $321.80(+9.53%) | 2026-03-31 | |
| AOR | ISHARES TR | 0.47% | 11.3K | $725K | -1.66%(-190) | $50.47(+37.26%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 0.46% | 7.9K | $703K | -0.99%(-79) | $107.39(-8.72%) | 2026-03-31 | |
| AOA | ISHARES TR | 0.45% | 7.8K | $692K | -3.74%(-304) | $69.55(+39.46%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 0.37% | 2.7K | $570K | +0.66%(+18) | $225.16(+7.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.32% | +27.11% |
| Top 20 Holdings Unweighted | +4.13% | +12.90% |
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