Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo as of March 31, 2016

Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 57 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf idx (VOO) 13.0 $15M 82k 188.56
iShares S&P 500 Index (IVV) 10.2 $12M 58k 206.65
Sch Us Mid-cap Etf etf (SCHM) 6.6 $7.8M 193k 40.59
Schwab International Equity ETF (SCHF) 5.5 $6.5M 241k 27.11
Schwab Strategic Tr us reit etf (SCHH) 5.4 $6.4M 155k 41.40
Vanguard FTSE All-World ex-US ETF (VEU) 4.9 $5.8M 135k 43.15
Schwab U S Small Cap ETF (SCHA) 4.6 $5.5M 105k 52.04
Schwab Strategic Tr cmn (SCHV) 3.9 $4.6M 107k 43.20
Vanguard Total Stock Market ETF (VTI) 3.2 $3.8M 37k 104.82
Schwab Intl Small Cap Equity ETF (SCHC) 3.1 $3.7M 128k 28.95
Schwab Strategic Tr intrm trm (SCHR) 2.6 $3.0M 55k 55.23
Vanguard Mid-Cap ETF (VO) 2.5 $2.9M 24k 121.22
iShares Russell 1000 Index (IWB) 2.4 $2.8M 25k 114.07
Vanguard Short-Term Bond ETF (BSV) 2.2 $2.6M 33k 80.65
Schwab Strategic Tr sht tm us tres (SCHO) 2.2 $2.6M 52k 50.81
SPDR DJ Wilshire Small Cap Value (SLYV) 2.2 $2.6M 27k 97.54
Vanguard REIT ETF (VNQ) 2.1 $2.4M 29k 83.79
Vanguard Value ETF (VTV) 1.7 $2.1M 25k 82.37
Vanguard Intermediate-Term Bond ETF (BIV) 1.7 $2.0M 23k 86.27
Vanguard Small-Cap ETF (VB) 1.6 $1.9M 17k 111.49
iShares S&P 500 Value Index (IVE) 1.4 $1.7M 19k 89.94
Vanguard Small-Cap Value ETF (VBR) 1.4 $1.6M 16k 101.88
Schwab Strategic Tr us lrg cap etf (SCHX) 1.2 $1.4M 30k 48.84
iShares Russell Microcap Index (IWC) 1.2 $1.4M 21k 67.93
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.1 $1.3M 14k 93.41
SPDR DJ Wilshire REIT (RWR) 0.8 $984k 10k 95.11
iShares S&P MidCap 400 Index (IJH) 0.8 $964k 6.7k 144.25
iShares Russell 2000 Index (IWM) 0.7 $862k 7.8k 110.61
iShares MSCI EAFE Index Fund (EFA) 0.7 $788k 14k 57.18
iShares Russell 3000 Index (IWV) 0.7 $779k 6.4k 120.81
iShares S&P SmallCap 600 Index (IJR) 0.6 $724k 6.4k 112.54
Vanguard Large-Cap ETF (VV) 0.6 $695k 7.4k 93.94
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.6 $656k 13k 49.79
Schwab Strategic Tr us aggregate b (SCHZ) 0.6 $649k 12k 52.85
Walt Disney Company (DIS) 0.5 $637k 6.4k 99.36
Spdr S&p 500 Etf (SPY) 0.5 $549k 2.7k 205.62
Home Depot (HD) 0.5 $537k 4.0k 133.42
Nextera Energy (NEE) 0.4 $482k 4.1k 118.40
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.4 $475k 4.3k 111.74
iShares MSCI EAFE Value Index (EFV) 0.3 $401k 8.9k 44.84
iShares Lehman Aggregate Bond (AGG) 0.3 $389k 3.5k 110.73
FARO Technologies (FARO) 0.3 $354k 11k 32.18
Aetna 0.3 $305k 2.7k 112.17
Apple (AAPL) 0.3 $308k 2.8k 108.91
Coca-Cola Company (KO) 0.2 $278k 6.0k 46.46
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $283k 2.5k 113.43
Walgreen Boots Alliance (WBA) 0.2 $276k 3.3k 84.20
At&t (T) 0.2 $253k 6.5k 39.15
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $245k 1.4k 176.39
Exxon Mobil Corporation (XOM) 0.2 $213k 2.5k 83.59
iShares Russell 2000 Value Index (IWN) 0.2 $207k 2.2k 93.29
WisdomTree LargeCap Dividend Fund (DLN) 0.2 $208k 2.8k 73.45
Celgene Corporation 0.2 $200k 2.0k 100.00
Nuveen Select Tax Free Incom Portfolio 2 0.1 $142k 10k 14.15
Disney Walt Co option 0.1 $79k 800.00 98.75
Sirius Xm Holdings (SIRI) 0.0 $40k 10k 4.00
Du Pont E I De Nemours & Co option 0.0 $19k 300.00 63.33