0001711360-24-000001.txt : 20240109 0001711360-24-000001.hdr.sgml : 20240109 20240109153035 ACCESSION NUMBER: 0001711360-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240109 DATE AS OF CHANGE: 20240109 EFFECTIVENESS DATE: 20240109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fidato Wealth LLC CENTRAL INDEX KEY: 0001711360 ORGANIZATION NAME: IRS NUMBER: 263899181 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22448 FILM NUMBER: 24523090 BUSINESS ADDRESS: STREET 1: 7530 LUCERNE DRIVE STREET 2: SUITE 400 CITY: MIDDLEBURG HEIGHTS STATE: OH ZIP: 44130 BUSINESS PHONE: 440-572-5552 MAIL ADDRESS: STREET 1: 7530 LUCERNE DRIVE STREET 2: SUITE 400 CITY: MIDDLEBURG HEIGHTS STATE: OH ZIP: 44130 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001711360 XXXXXXXX 12-31-2023 12-31-2023 Fidato Wealth LLC

7530 LUCERNE DRIVE SUITE 400 MIDDLEBURG HEIGHTS OH 44130

13F HOLDINGS REPORT 028-22448 N Eric Pucek 440-732-2778 Eric Pucek Middleburg Heights OH 01-09-2024 0 10 104766550 false INFORMATION TABLE 2 2023Q4FidatoWealth13f.xml 13FXML FILE DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 8232840 362042 SH SOLE 0 0 0 362042 ISHARES TR GRWT ALLOCAT ETF 464289867 621034 11676 SH SOLE 0 0 0 11676 ISHARES TR AGGRES ALLOC ETF 464289859 503753 7295 SH SOLE 0 0 0 7295 ISHARES TR CORE S&P500 ETF 464287200 8112042 16984 SH SOLE 0 0 0 16984 MASCO CORP COM 574599106 286139 4272 SH SOLE 0 0 0 4272 SHERWIN WILLIAMS CO COM 824348106 1328725 4260 SH SOLE 0 0 0 4260 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7630689 99074 SH SOLE 0 0 0 99074 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 49888483 114214 SH SOLE 0 0 0 114214 VANGUARD INDEX FDS MID CAP ETF 922908629 27376297 117677 SH SOLE 0 0 0 117677 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 786548 8902 SH SOLE 0 0 0 8902