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Moisand Fitzgerald Tamayo

Latest statistics and disclosures from Moisand Fitzgerald Tamayo's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAI, DFAS, AVUV, AVLV, SCHR, and represent 43.58% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: BSV (+$12M), AVLV (+$12M), BIV (+$12M), SCHO (+$8.7M), DFAI, SCHR, SCHH, SCHM, DFAS, AVUV.
Started 12 new stock positions in BOXX, USLM, SNOW, GBTC, Ishares Bitcoin Tr, CROX, SPOT, VIGI, SPYD, STLA. Bitwise Bitcoin Etf Tr, ITDF.
Reduced shares in these 10 stocks: SPLG, SPTI, SPMD, USRT, VOO, DFUV, SPTS, IVV, IWB, DFUS.
Sold out of its positions in ARKQ, ARKG, ARKF, ABNB, ALEX, AMT, APLE, BIIB, BX, OWL.
Moisand Fitzgerald Tamayo was a net buyer of stock by $47M.
Moisand Fitzgerald Tamayo has $654M in assets under management (AUM), dropping by 13.07%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 577 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Moisand Fitzgerald Tamayo has 577 total positions. Only the first 250 positions are shown.

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Download the Moisand Fitzgerald Tamayo March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.4	$101M	+3%	3.3M	30.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.0	$52M	+2%	840k	62.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.5	$49M	+2%	527k	93.71	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.4	$48M	+32%	751k	64.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.2	$34M	+9%	697k	49.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	4.7	$31M	+39%	642k	48.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.7	$31M	+5%	378k	81.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.0	$26M	+4%	396k	65.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.9	$26M	-2%	629k	40.90	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.9	$25M	+9%	1.2M	20.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.7	$24M	+99%	314k	76.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.6	$24M	+99%	313k	75.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$16M	-5%	33k	480.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$15M	-3%	29k	525.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.1	$14M	+5%	558k	24.72	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.8	$12M		220k	54.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.3	$8.3M		328k	25.44	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.2	$7.8M	-32%	127k	61.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$4.5M		17k	259.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$4.4M	-3%	165k	26.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.7	$4.3M	-6%	15k	288.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.8M		15k	249.86	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$3.7M	+2%	58k	63.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.7M		23k	162.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$3.5M	+3%	96k	36.75	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.5	$3.4M	-26%	63k	53.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.8M	-4%	73k	39.02	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.4	$2.8M	-8%	49k	56.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$2.5M	-3%	11k	228.59	View chart
Apple Call Call Option (Principal) (AAPL)	0.4	$2.4M		14k	171.48	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$2.3M		40k	58.65	View chart
Microsoft Corporation (MSFT)	0.3	$2.2M		5.3k	420.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$2.2M	-6%	29k	75.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.1M	-3%	42k	49.24	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$1.8M	-35%	34k	53.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.8M	-2%	29k	62.06	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.8M		60k	30.10	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$1.8M		5.9k	300.08	View chart
NVIDIA Corporation (NVDA)	0.3	$1.6M	-2%	1.8k	903.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M	-2%	8.6k	186.81	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$1.6M	-6%	19k	82.97	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.5M	-2%	28k	52.36	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$1.4M	-53%	50k	28.18	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.3M		10k	121.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.2M		2.4k	522.99	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.2M		43k	27.19	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$1.1M	+6%	50k	22.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.1M		5.5k	191.89	View chart
L3harris Technologies (LHX)	0.2	$1.0M		4.8k	213.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M		4.8k	210.30	View chart
Exxon Mobil Corporation (XOM)	0.1	$973k		8.4k	116.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$930k		8.4k	110.52	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$914k	-7%	7.5k	122.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$873k	+406%	14k	60.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$844k		9.8k	86.48	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$834k		23k	35.80	View chart
Johnson & Johnson (JNJ)	0.1	$819k	-5%	5.2k	158.19	View chart
Deere & Company (DE)	0.1	$817k		2.0k	410.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$797k	-4%	3.3k	239.76	View chart
Home Depot (HD)	0.1	$716k		1.9k	383.62	View chart
Truist Financial Corp equities (TFC)	0.1	$701k	-6%	18k	38.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$655k		8.2k	79.86	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$604k	+8%	11k	54.08	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$600k	-48%	21k	28.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$585k		1.4k	420.52	View chart
Procter & Gamble Company (PG)	0.1	$563k	-3%	3.5k	162.25	View chart
American Express Company (AXP)	0.1	$532k	-4%	2.3k	227.69	View chart
Coca-Cola Company (KO)	0.1	$487k		8.0k	61.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$459k		7.3k	63.33	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$451k		17k	25.96	View chart
Oracle Corporation (ORCL)	0.1	$416k	-8%	3.3k	125.61	View chart
Hilton Worldwide Holdings (HLT)	0.1	$416k		1.9k	213.31	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$414k	-17%	13k	31.95	View chart
Wec Energy Group (WEC)	0.1	$413k		5.0k	82.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$409k		5.7k	72.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$406k		11k	35.84	View chart
Texas Instruments Incorporated (TXN)	0.1	$401k		2.3k	174.21	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$371k		3.9k	94.24	View chart
TJX Companies (TJX)	0.1	$355k		3.5k	101.42	View chart
Darden Restaurants (DRI)	0.1	$354k		2.1k	167.15	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$347k	-2%	3.0k	116.84	View chart
Qualcomm (QCOM)	0.1	$345k		2.0k	169.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$338k	-8%	975.00	346.61	View chart
Northrop Grumman Corporation (NOC)	0.1	$327k	+39%	684.00	478.66	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$309k	NEW	2.9k	106.46	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$306k	-33%	3.9k	78.65	View chart
Nextera Energy (NEE)	0.0	$305k	-2%	4.8k	63.91	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$305k	-13%	6.1k	50.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$301k	-3%	3.6k	84.44	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$279k		1.8k	158.81	View chart
Starbucks Corporation (SBUX)	0.0	$278k		3.0k	91.40	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$278k	-3%	6.5k	43.04	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$261k		1.0k	260.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$250k		2.8k	89.50	View chart
Wal-Mart Stores (WMT)	0.0	$248k	+186%	4.1k	60.17	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$244k	+8%	2.4k	100.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$243k		4.2k	57.96	View chart
McDonald's Corporation (MCD)	0.0	$235k		834.00	281.95	View chart
Royal Caribbean Cruises (RCL)	0.0	$221k		1.6k	139.01	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$218k	-4%	549.00	397.76	View chart
Palo Alto Networks (PANW)	0.0	$217k		765.00	284.13	View chart
Pfizer (PFE)	0.0	$215k	-3%	7.7k	27.75	View chart
PNC Financial Services (PNC)	0.0	$214k		1.3k	161.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$210k	-2%	3.4k	61.05	View chart
Meta Platforms Cl A (META)	0.0	$209k	-7%	430.00	486.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$195k	-11%	3.6k	54.40	View chart
Verizon Communications (VZ)	0.0	$193k		4.6k	41.96	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$186k		1.7k	107.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$185k		3.7k	50.17	View chart
At&t (T)	0.0	$184k	-2%	11k	17.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$173k		1.4k	123.18	View chart
Valero Energy Corporation (VLO)	0.0	$171k		1.0k	170.69	View chart
Amazon (AMZN)	0.0	$160k	+2%	884.00	180.38	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int	0.0	$158k	NEW	4.1k	38.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$158k		880.00	179.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$146k		801.00	182.61	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$143k	-5%	4.4k	32.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$143k	-4%	937.00	152.26	View chart
JPMorgan Chase & Co. (JPM)	0.0	$143k	-4%	712.00	200.30	View chart
Chevron Corporation (CVX)	0.0	$142k	-2%	900.00	157.75	View chart
Eli Lilly & Co. (LLY)	0.0	$136k		175.00	777.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$136k	+317%	652.00	208.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$131k		250.00	524.34	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$117k		1.9k	61.96	View chart
ConocoPhillips (COP)	0.0	$111k		875.00	127.28	View chart
Southside Bancshares (SBSI)	0.0	$111k		3.8k	29.23	View chart
UnitedHealth (UNH)	0.0	$111k		224.00	494.70	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$110k	-12%	1.1k	103.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$110k	-19%	728.00	150.93	View chart
Paychex (PAYX)	0.0	$108k	-32%	880.00	122.80	View chart
United Cmnty Bks Ga Cap Stk (UCBI)	0.0	$107k		4.1k	26.32	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$106k		3.2k	32.68	View chart
Prudential Financial (PRU)	0.0	$104k	+3%	889.00	117.40	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$104k		1.8k	57.70	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$102k		652.00	155.84	View chart
International Business Machines (IBM)	0.0	$94k	-11%	491.00	190.96	View chart
Advanced Micro Devices (AMD)	0.0	$93k		516.00	180.49	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$92k		1.2k	76.36	View chart
Costco Wholesale Corporation (COST)	0.0	$91k	-3%	124.00	733.02	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$90k		800.00	112.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$89k		2.1k	41.76	View chart
Enterprise Products Partners (EPD)	0.0	$87k		3.0k	29.18	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$85k		5.9k	14.44	View chart
Norfolk Southern (NSC)	0.0	$85k		332.00	254.87	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$84k		200.00	418.01	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$82k		1.2k	70.00	View chart
Boeing Company (BA)	0.0	$80k	-37%	416.00	192.99	View chart
Pepsi (PEP)	0.0	$80k		454.00	175.18	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$78k		2.4k	32.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$77k	-9%	745.00	102.73	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$76k		1.2k	65.65	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$75k	+172%	1.7k	44.94	View chart
Duke Energy Corp Com New (DUK)	0.0	$74k		763.00	96.71	View chart
Lockheed Martin Corporation (LMT)	0.0	$73k		161.00	454.88	View chart
Union Pacific Corporation (UNP)	0.0	$72k		292.00	245.93	View chart
Becton, Dickinson and (BDX)	0.0	$71k		285.00	247.45	View chart
CSX Corporation (CSX)	0.0	$69k	-4%	1.9k	37.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$69k		204.00	337.05	View chart
Southern Company (SO)	0.0	$67k		927.00	71.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$66k	-51%	678.00	97.94	View chart
Bristol Myers Squibb (BMY)	0.0	$66k		1.2k	54.23	View chart
First Commonwealth Financial (FCF)	0.0	$65k		4.7k	13.92	View chart
Merck & Co (MRK)	0.0	$65k		492.00	132.03	View chart
FARO Technologies (FARO)	0.0	$65k		3.0k	21.51	View chart
Lowe's Companies (LOW)	0.0	$64k		253.00	254.73	View chart
Nike CL B (NKE)	0.0	$60k		637.00	93.98	View chart
Bank of America Corporation (BAC)	0.0	$58k	-6%	1.5k	37.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$56k	-5%	571.00	97.53	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$55k		774.00	70.68	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$54k		539.00	100.81	View chart
Linde SHS (LIN)	0.0	$54k	-5%	117.00	464.32	View chart
Tesla Motors (TSLA)	0.0	$54k		306.00	175.79	View chart
Abbvie (ABBV)	0.0	$54k	-6%	294.00	182.10	View chart
3M Company (MMM)	0.0	$53k	-4%	500.00	106.07	View chart
Comcast Corp Cl A (CMCSA)	0.0	$52k	-7%	1.2k	43.35	View chart
Walgreen Boots Alliance (WBA)	0.0	$51k		2.3k	21.69	View chart
Caterpillar (CAT)	0.0	$50k		136.00	366.43	View chart
Dupont De Nemours (DD)	0.0	$50k		648.00	76.67	View chart
Cisco Systems (CSCO)	0.0	$50k		994.00	49.91	View chart
Netflix (NFLX)	0.0	$49k		81.00	607.33	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$49k	-14%	376.00	130.73	View chart
BP Sponsored Adr (BP)	0.0	$48k		1.3k	37.69	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$48k		1.0k	47.39	View chart
Danaher Corporation (DHR)	0.0	$47k		188.00	249.72	View chart
Waste Management (WM)	0.0	$47k		219.00	213.15	View chart
Wells Fargo & Company (WFC)	0.0	$47k	-8%	804.00	57.96	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$46k		4.4k	10.47	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$44k		610.00	72.36	View chart
Trane Technologies SHS (TT)	0.0	$44k		147.00	299.99	View chart
Raymond James Financial (RJF)	0.0	$44k		342.00	128.42	View chart
Proshares Tr Bitcoin Strate (BITO)	0.0	$44k	-29%	1.4k	32.30	View chart
Vanguard World Health Car Etf (VHT)	0.0	$43k	-14%	160.00	270.52	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$43k	+4%	614.00	69.82	View chart
Clearpoint Neuro (CLPT)	0.0	$42k		6.2k	6.80	View chart
Oxford Square Ca (OXSQ)	0.0	$42k		13k	3.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$40k		1.1k	36.54	View chart
General Mills (GIS)	0.0	$40k		570.00	69.97	View chart
Morgan Stanley Com New (MS)	0.0	$40k	-10%	419.00	94.16	View chart
Intuit (INTU)	0.0	$39k		60.00	650.00	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$38k		400.00	94.89	View chart
Paypal Holdings (PYPL)	0.0	$37k	-22%	556.00	66.99	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$36k		1.8k	19.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$34k		293.00	115.30	View chart
Honeywell International (HON)	0.0	$34k		164.00	205.25	View chart
AFLAC Incorporated (AFL)	0.0	$33k		381.00	85.86	View chart
Regions Financial Corporation (RF)	0.0	$31k		1.5k	21.04	View chart
S&T Ban (STBA)	0.0	$31k		950.00	32.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$30k		326.00	92.72	View chart
Eaton Corp SHS (ETN)	0.0	$29k		92.00	312.68	View chart
Evergy (EVRG)	0.0	$29k		534.00	53.38	View chart
Metropcs Communications (TMUS)	0.0	$28k		174.00	163.22	View chart
United Parcel Service CL B (UPS)	0.0	$28k	-34%	190.00	148.63	View chart
Illinois Tool Works (ITW)	0.0	$27k		102.00	268.33	View chart
Wingstop (WING)	0.0	$27k		74.00	366.41	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$26k		550.00	47.04	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$26k		616.00	41.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$26k		58.00	445.33	View chart
Everest Re Group (EG)	0.0	$25k		64.00	397.50	View chart
Intercontinental Exchange (ICE)	0.0	$25k		185.00	137.43	View chart
Anthem (ELV)	0.0	$25k		49.00	518.55	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$25k		240.00	105.28	View chart
Marriott Intl Cl A (MAR)	0.0	$25k		100.00	252.31	View chart
Goldman Sachs (GS)	0.0	$25k		60.00	417.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$25k	-4%	493.00	50.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$25k	-48%	334.00	74.22	View chart
Global Net Lease Com New (GNL)	0.0	$25k		3.2k	7.77	View chart
Exelon Corporation (EXC)	0.0	$25k		656.00	37.57	View chart
Cigna Corp (CI)	0.0	$24k		67.00	363.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$24k	-55%	70.00	344.20	View chart
General Electric Com New (GE)	0.0	$24k	-28%	137.00	175.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$24k		131.00	183.37	View chart
Fair Isaac Corporation (FICO)	0.0	$24k		19.00	1249.63	View chart
Servicenow (NOW)	0.0	$24k		31.00	762.42	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$24k		346.00	67.79	View chart
Carrier Global Corporation (CARR)	0.0	$23k		403.00	58.13	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$23k		2.6k	8.73	View chart
Four Corners Ppty Tr (FCPT)	0.0	$23k		921.00	24.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$22k		262.00	84.09	View chart
Huntington Ingalls Inds (HII)	0.0	$22k		75.00	291.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$21k	-37%	264.00	80.63	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$21k		1.3k	16.34	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.0	$21k	+58%	775.00	26.98	View chart
Progressive Corporation (PGR)	0.0	$21k		101.00	206.82	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$20k		788.00	25.53	View chart
Republic Services (RSG)	0.0	$20k		103.00	191.45	View chart
M&T Bank Corporation (MTB)	0.0	$19k		132.00	145.45	View chart
Jefferies Finl Group (JEF)	0.0	$19k		433.00	44.10	View chart
Ford Motor Company (F)	0.0	$19k		1.4k	13.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$19k	-21%	225.00	83.58	View chart
Viad (VVI)	0.0	$19k	+19%	475.00	39.52	View chart

Past Filings by Moisand Fitzgerald Tamayo

SEC 13F filings are viewable for Moisand Fitzgerald Tamayo going back to 2015

Moisand Fitzgerald Tamayo 2024 Q1 filed April 16, 2024
Moisand Fitzgerald Tamayo 2023 Q4 filed Jan. 18, 2024
Moisand Fitzgerald Tamayo 2023 Q3 filed Oct. 20, 2023
Moisand Fitzgerald Tamayo 2023 Q2 filed July 12, 2023
Moisand Fitzgerald Tamayo 2023 Q1 filed May 5, 2023
Moisand Fitzgerald Tamayo 2022 Q4 filed Jan. 23, 2023
Moisand Fitzgerald Tamayo 2022 Q3 filed Oct. 26, 2022
Moisand Fitzgerald Tamayo 2022 Q2 filed Aug. 1, 2022
Moisand Fitzgerald Tamayo 2022 Q1 filed April 29, 2022
Moisand Fitzgerald Tamayo 2021 Q4 filed Feb. 3, 2022
Moisand Fitzgerald Tamayo 2021 Q3 filed Nov. 1, 2021
Moisand Fitzgerald Tamayo 2021 Q2 filed Aug. 3, 2021
Moisand Fitzgerald Tamayo 2021 Q1 filed May 3, 2021
Moisand Fitzgerald Tamayo 2020 Q4 filed Feb. 2, 2021
Moisand Fitzgerald Tamayo 2020 Q3 filed Nov. 2, 2020
Moisand Fitzgerald Tamayo 2020 Q2 filed Aug. 7, 2020

View all past filings

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