0001711360-24-000006.txt : 20241105 0001711360-24-000006.hdr.sgml : 20241105 20241105095258 ACCESSION NUMBER: 0001711360-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241105 DATE AS OF CHANGE: 20241105 EFFECTIVENESS DATE: 20241105 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: 241426035 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 09-30-2024 09-30-2024 Fidato Wealth LLC

7530 LUCERNE DRIVE SUITE 400 MIDDLEBURG HEIGHTS OH 44130

13F HOLDINGS REPORT 028-22448 000158173 N Eric Pucek 440-732-2778 Eric Pucek Middleburg Heights OH 11-05-2024 0 10 124492895 false INFORMATION TABLE 2 2024Q3FidatoWealth13f.xml DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 10022701 390901 SH SOLE 0 0 0 390901 ISHARES TR GRWT ALLOCAT ETF 464289867 826877 13958 SH SOLE 0 0 0 13958 ISHARES TR AGGRES ALLOC ETF 464289859 608086 7706 SH SOLE 0 0 0 7706 ISHARES TR CORE S&P500 ETF 464287200 8597378 14905 SH SOLE 0 0 0 14905 MASCO CORP COM 574599106 358592 4272 SH SOLE 0 0 0 4272 SHERWIN WILLIAMS CO COM 824348106 3853852 10097 SH SOLE 0 0 0 10097 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8650337 109929 SH SOLE 0 0 0 109929 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 58976694 111768 SH SOLE 0 0 0 111768 VANGUARD INDEX FDS MID CAP ETF 922908629 31798553 120527 SH SOLE 0 0 0 120527 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 799825 8210 SH SOLE 0 0 0 8210