Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo as of June 30, 2016

Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 56 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf idx (VOO) 13.4 $16M 86k 192.20
iShares S&P 500 Index (IVV) 10.1 $12M 59k 210.50
Sch Us Mid-cap Etf etf (SCHM) 6.7 $8.2M 195k 42.01
Schwab Strategic Tr us reit etf (SCHH) 5.5 $6.8M 156k 43.44
Schwab International Equity ETF (SCHF) 5.5 $6.7M 248k 27.11
Vanguard FTSE All-World ex-US ETF (VEU) 4.8 $5.8M 136k 42.85
Schwab U S Small Cap ETF (SCHA) 4.5 $5.5M 103k 54.03
Schwab Strategic Tr cmn (SCHV) 4.0 $4.8M 108k 44.79
Schwab Intl Small Cap Equity ETF (SCHC) 3.0 $3.7M 129k 28.80
Vanguard Total Stock Market ETF (VTI) 3.0 $3.6M 34k 107.16
Schwab Strategic Tr intrm trm (SCHR) 2.8 $3.4M 61k 55.96
Vanguard Mid-Cap ETF (VO) 2.6 $3.1M 25k 123.62
Schwab Strategic Tr sht tm us tres (SCHO) 2.5 $3.0M 59k 50.96
iShares Russell 1000 Index (IWB) 2.3 $2.8M 24k 116.91
SPDR DJ Wilshire Small Cap Value (SLYV) 2.3 $2.8M 28k 100.06
Vanguard Short-Term Bond ETF (BSV) 2.2 $2.7M 34k 81.06
Vanguard REIT ETF (VNQ) 2.1 $2.6M 30k 88.66
Vanguard Intermediate-Term Bond ETF (BIV) 1.9 $2.3M 26k 88.09
Vanguard Value ETF (VTV) 1.7 $2.1M 25k 84.98
Vanguard Small-Cap ETF (VB) 1.7 $2.1M 18k 115.68
iShares S&P 500 Value Index (IVE) 1.4 $1.7M 19k 92.89
Vanguard Small-Cap Value ETF (VBR) 1.4 $1.7M 16k 105.33
Schwab Strategic Tr us lrg cap etf (SCHX) 1.2 $1.4M 29k 49.78
iShares Russell Microcap Index (IWC) 1.1 $1.4M 20k 70.71
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.1 $1.3M 14k 93.06
iShares S&P MidCap 400 Index (IJH) 0.8 $965k 6.5k 149.43
SPDR DJ Wilshire REIT (RWR) 0.8 $962k 9.7k 99.47
iShares Russell 2000 Index (IWM) 0.7 $850k 7.4k 114.96
iShares Russell 3000 Index (IWV) 0.7 $800k 6.4k 124.07
iShares S&P SmallCap 600 Index (IJR) 0.6 $748k 6.4k 116.26
iShares MSCI EAFE Index Fund (EFA) 0.6 $718k 13k 55.80
Vanguard Large-Cap ETF (VV) 0.6 $668k 7.0k 95.91
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.5 $639k 13k 48.25
Walt Disney Company (DIS) 0.5 $627k 6.4k 97.80
Johnson & Johnson (JNJ) 0.5 $578k 4.8k 121.25
Home Depot (HD) 0.4 $514k 4.0k 127.70
Spdr S&p 500 Etf (SPY) 0.4 $520k 2.5k 209.59
Nextera Energy (NEE) 0.4 $520k 4.0k 130.42
Schwab Strategic Tr us aggregate b (SCHZ) 0.4 $504k 9.4k 53.71
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.4 $484k 4.3k 113.86
iShares Lehman Aggregate Bond (AGG) 0.3 $379k 3.4k 112.53
FARO Technologies (FARO) 0.3 $372k 11k 33.82
iShares MSCI EAFE Value Index (EFV) 0.3 $356k 8.3k 42.90
Coca-Cola Company (KO) 0.3 $324k 7.2k 45.31
At&t (T) 0.2 $279k 6.5k 43.18
Walgreen Boots Alliance (WBA) 0.2 $273k 3.3k 83.28
Exxon Mobil Corporation (XOM) 0.2 $242k 2.6k 93.62
iShares S&P SmallCap 600 Value Idx (IJS) 0.2 $249k 2.1k 117.01
National Commerce 0.2 $251k 11k 23.30
Apple (AAPL) 0.2 $238k 2.5k 95.74
iShares Russell 2000 Value Index (IWN) 0.2 $216k 2.2k 97.34
WisdomTree LargeCap Dividend Fund (DLN) 0.2 $215k 2.8k 75.92
WisdomTree Equity Income Fund (DHS) 0.2 $201k 3.0k 66.71
Nuveen Select Tax Free Incom Portfolio 2 0.1 $149k 10k 14.85
Agios Pharmaceuticals (AGIO) 0.1 $65k 65k 1.00
Sirius Xm Holdings (SIRI) 0.0 $40k 10k 4.00