13F Filings for Moisand Fitzgerald Tamayo, LLC (CIK: 1649107)
View the most recent portfolio holdings disclosed by Moisand Fitzgerald Tamayo, LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
DFAI - DIMENSIONAL ETF TRUST(Class: INTL CORE EQT MK) | 3.57M | $123.27M | 15.59% | Decreased | 86.90K (2.0%, $9.20M) |
SCHR - SCHWAB STRATEGIC TR(Class: INT-TRM U.S TRES) | 3.26M | $81.50M | 10.31% | Increased | 1.12M (52.0%, $28.41M) |
SCHO - SCHWAB STRATEGIC TR(Class: SHT TM US TRES) | 3.25M | $79.12M | 10.01% | Increased | 1.16M (55.0%, $28.33M) |
AVLV - AMERICAN CENTY ETF TR(Class: US LARGE CAP VLU) | 1.03M | $70.02M | 8.86% | Increased | 117.85K (12.0%, $10.76M) |
DFAS - DIMENSIONAL ETF TRUST(Class: US SMALL CAP ETF) | 954K | $60.78M | 7.69% | Increased | 65.30K (7.0%, $7.68M) |
AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 635.75K | $57.92M | 7.32% | Increased | 52.02K (8.0%, $7.03M) |
AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 410.30K | $32.53M | 4.11% | Decreased | 16.97K (3.0%, $2.73M) |
DFAR - DIMENSIONAL ETF TRUST(Class: US REAL ESTATE E) | 1.20M | $28.18M | 3.56% | Increased | 73.26K (6.0%, $1.37M) |
AVMV - AMERICAN CENTY ETF TR(Class: AVANTIS US MID C) | 429.56K | $28.08M | 3.55% | Increased | 35.92K (9.0%, $3.90M) |
DFUV - DIMENSIONAL ETF TRUST(Class: US MKTWIDE VALUE) | 572.04K | $24.19M | 3.06% | Decreased | 14.72K (2.0%, $5.43K) |
DFAE - DIMENSIONAL ETF TRUST(Class: EMGR CRE EQT MNG) | 606.53K | $17.56M | 2.22% | Decreased | 1.71K (0.0%, $1.81M) |
IVV - ISHARES TR(Class: CORE SP500 ETF) | 24.81K | $15.40M | 1.95% | Decreased | 460 (1.0%, $1.21M) |
VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 26.13K | $14.84M | 1.88% | Decreased | 1.12K (4.0%, $838.20K) |
DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 201.40K | $10.87M | 1.37% | Decreased | 4.84K (2.0%, $248.15K) |
DFAX - DIMENSIONAL ETF TRUST(Class: WORLD EX US CORE) | 306.54K | $9M | 1.14% | Decreased | 5K (1.0%, $840.71K) |
SCHM - SCHWAB STRATEGIC TR(Class: US MID-CAP ETF) | 276.45K | $7.75M | 0.98% | Decreased | 10.34K (3.0%, $240.64K) |
SPLG - SPDR SERIES TRUST(Class: PORTFOLIO SP500) | 78.60K | $5.71M | 0.72% | Decreased | 1.21K (1.0%, $465.10K) |
VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 17.64K | $5.36M | 0.68% | Decreased | 106 (0.0%, $484.08K) |
IWB - ISHARES TR(Class: RUS 1000 ETF) | 13.16K | $4.47M | 0.57% | Decreased | 493 (3.0%, $280.89K) |
N/A - DIMENSIONAL ETF TRUST(Class: INTL CORE EQUITY) | 140.22K | $4.36M | 0.55% | Decreased | 10.28K (6.0%, $180.13K) |
AVDE - AMERICAN CENTY ETF TR(Class: INTL EQT ETF) | 56.30K | $4.17M | 0.53% | Increased | 170 (0.0%, $447.06K) |
DFIV - DIMENSIONAL ETF TRUST(Class: INTERNATNAL VAL) | 94.32K | $4.04M | 0.51% | Decreased | 2.80K (2.0%, $217.17K) |
SCHH - SCHWAB STRATEGIC TR(Class: US REIT ETF) | 183.86K | $3.89M | 0.49% | Decreased | 33.32K (15.0%, $781.07K) |
VO - VANGUARD INDEX FDS(Class: MID CAP ETF) | 13.61K | $3.81M | 0.48% | Decreased | 544 (3.0%, $147.99K) |
VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 21.17K | $3.74M | 0.47% | Decreased | 133 (0.0%, $61.71K) |