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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, AVLV, AVUV, SCHR, and represent 43.79% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: AVMV (+$25M), AVLV, DFAI, BSV, BIV, AVUV, SCHO, DFAS, SCHR, AVDV.
Started 59 new stock positions in SDVY, BH, IUSG, IUSV, AMN, FFBC, PALC, AVMV, FLOT, CLX.
Reduced shares in these 10 stocks: SCHM (-$24M), SPLG, VOO, SPMD, DFUV, IVV, PG, SPTI, SCHV, SPTS.
Sold out of its positions in MSOS, MO, BATRK, BYND, AETH, CVS, CCJ, DM, DXCM, DUHP.
Moisand Fitzgerald Tamayo was a net buyer of stock by $17M.
Moisand Fitzgerald Tamayo has $729M in assets under management (AUM), dropping by 9.11%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 619 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Moisand Fitzgerald Tamayo has 619 total positions. Only the first 250 positions are shown.

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Download the Moisand Fitzgerald Tamayo September 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	$112M	+2%	3.5M	31.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.9	$58M		886k	64.86	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.7	$56M	+7%	854k	65.83	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.5	$54M	+4%	566k	95.95	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.3	$39M	+2%	764k	50.60	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.0	$37M	+4%	745k	48.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.4	$32M	+10%	410k	78.69	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.3	$32M	+8%	402k	78.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.0	$29M	+2%	415k	70.67	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.8	$28M		1.1M	25.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.5	$25M		609k	41.69	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	3.5	$25M	NEW	392k	64.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$16M	+2%	588k	27.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$16M	-3%	30k	527.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$16M	-2%	27k	576.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.6	$12M		215k	55.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$8.7M		323k	27.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$8.5M	-73%	103k	83.09	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$6.2M	-14%	91k	67.51	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$5.4M	-3%	233k	23.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.2M	+7%	19k	283.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$4.5M	-2%	14k	314.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$4.4M	-2%	156k	28.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$3.9M		15k	263.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$3.8M	-4%	22k	174.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$3.8M		56k	67.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$3.7M		97k	38.08	View chart
Apple (AAPL)	0.4	$3.2M		14k	233.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$2.9M	-2%	47k	62.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.7M	-6%	67k	41.12	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$2.5M	-16%	46k	54.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.5M		11k	237.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.4M		39k	63.00	View chart
Microsoft Corporation (MSFT)	0.3	$2.3M		5.3k	430.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.0M	-3%	40k	51.50	View chart
NVIDIA Corporation (NVDA)	0.3	$2.0M	-5%	17k	121.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.0M		29k	67.85	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$1.9M		5.9k	326.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.9M	-11%	24k	80.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.8M		60k	30.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M		8.3k	197.16	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.5M		28k	54.02	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$1.5M	-8%	17k	86.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.3M	-3%	2.3k	573.73	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.3M		10k	123.32	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.3M		43k	29.06	View chart
L3harris Technologies (LHX)	0.2	$1.1M		4.8k	237.87	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.1M	-2%	18k	61.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.4k	200.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		4.8k	220.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M	+6%	8.9k	116.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$981k		8.4k	117.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$878k		14k	62.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$865k		3.3k	263.29	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$859k	-2%	22k	38.53	View chart
Johnson & Johnson (JNJ)	0.1	$836k		5.2k	162.06	View chart
Deere & Company (DE)	0.1	$830k		2.0k	417.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$822k	-4%	8.4k	97.42	View chart
Truist Financial Corp equities (TFC)	0.1	$724k		17k	42.77	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$704k	+2%	7.3k	96.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$693k	+8%	1.5k	460.26	View chart
Oracle Corporation (ORCL)	0.1	$690k	+22%	4.1k	170.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$686k		8.2k	83.63	View chart
Home Depot (HD)	0.1	$672k	-12%	1.7k	405.18	View chart
American Express Company (AXP)	0.1	$634k		2.3k	271.20	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$616k	-35%	21k	29.06	View chart
Coca-Cola Company (KO)	0.1	$595k		8.3k	71.86	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$592k		11k	56.14	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$526k	+5%	19k	28.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$489k		7.2k	67.70	View chart
Wec Energy Group (WEC)	0.1	$484k		5.0k	96.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$482k	+10%	4.8k	100.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$456k		13k	34.29	View chart
Hilton Worldwide Holdings (HLT)	0.1	$449k		1.9k	230.50	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$445k		5.7k	78.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$436k		2.1k	206.57	View chart
TJX Companies (TJX)	0.1	$411k		3.5k	117.54	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$407k	-2%	3.8k	106.73	View chart
Nextera Energy (NEE)	0.1	$401k		4.7k	84.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$381k	-18%	10k	37.56	View chart
Northrop Grumman Corporation (NOC)	0.0	$361k		684.00	528.07	View chart
Qualcomm (QCOM)	0.0	$350k		2.1k	170.05	View chart
Darden Restaurants (DRI)	0.0	$348k		2.1k	164.13	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$345k		975.00	353.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$344k	-3%	2.7k	125.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$340k		3.6k	95.75	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$338k		3.1k	108.93	View chart
Wal-Mart Stores (WMT)	0.0	$335k		4.1k	80.75	View chart
General Mills (GIS)	0.0	$329k	+682%	4.5k	73.85	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$317k	+14%	1.4k	225.84	View chart
3M Company (MMM)	0.0	$301k		2.2k	136.70	View chart
Starbucks Corporation (SBUX)	0.0	$297k		3.0k	97.50	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$293k		1.8k	166.82	View chart
Royal Caribbean Cruises (RCL)	0.0	$273k		1.5k	177.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$271k		4.2k	64.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$266k		996.00	267.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$266k		2.8k	95.15	View chart
Meta Platforms Cl A (META)	0.0	$258k		451.00	572.68	View chart
McDonald's Corporation (MCD)	0.0	$254k		834.00	304.51	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$249k	-7%	5.5k	45.51	View chart
PNC Financial Services (PNC)	0.0	$245k		1.3k	184.85	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$240k	-17%	4.5k	52.86	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$232k		549.00	423.12	View chart
Palo Alto Networks (PANW)	0.0	$227k	-13%	664.00	341.80	View chart
South State Corporation (SSB)	0.0	$225k	+1313%	2.3k	97.18	View chart
Pfizer (PFE)	0.0	$225k		7.8k	28.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$215k	+9%	4.1k	52.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$212k	-5%	3.2k	66.52	View chart
At&t (T)	0.0	$211k	-6%	9.6k	22.00	View chart
Verizon Communications (VZ)	0.0	$207k		4.6k	44.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$205k	+49%	1.0k	198.06	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$204k	+162%	4.4k	46.14	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$197k	-54%	6.7k	29.41	View chart
Chevron Corporation (CVX)	0.0	$192k	+44%	1.3k	147.27	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$192k	-7%	3.3k	57.53	View chart
Procter & Gamble Company (PG)	0.0	$190k	-67%	1.1k	173.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$189k		1.4k	135.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$187k	NEW	676.00	276.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$183k	NEW	3.5k	52.66	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$183k		1.7k	108.63	View chart
Amazon (AMZN)	0.0	$173k	+4%	926.00	186.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$167k		880.00	189.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$158k		947.00	167.19	View chart
Eli Lilly & Co. (LLY)	0.0	$155k		175.00	885.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$147k		250.00	586.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$144k	+32%	294.00	488.70	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$144k	NEW	1.3k	112.94	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$141k		4.1k	34.59	View chart
Valero Energy Corporation (VLO)	0.0	$135k		1.0k	135.03	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$134k	-2%	3.9k	34.13	View chart
UnitedHealth (UNH)	0.0	$131k	-11%	224.00	584.68	View chart
Southside Bancshares (SBSI)	0.0	$127k		3.8k	33.43	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$126k	+237%	6.2k	20.27	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$119k		1.8k	65.91	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$118k		4.1k	29.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$117k	-3%	708.00	165.87	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$114k		1.1k	107.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$114k		652.00	174.50	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$112k		3.2k	34.49	View chart
American Financial (AFG)	0.0	$111k	NEW	826.00	134.60	View chart
JPMorgan Chase & Co. (JPM)	0.0	$109k	-27%	517.00	210.86	View chart
International Business Machines (IBM)	0.0	$109k		491.00	221.08	View chart
Costco Wholesale Corporation (COST)	0.0	$108k		122.00	887.07	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$104k	+20%	1.4k	73.67	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$104k		800.00	129.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$103k		2.1k	47.85	View chart
Tesla Motors (TSLA)	0.0	$101k	+25%	384.00	261.63	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$100k		1.2k	83.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$99k	NEW	872.00	113.04	View chart
Lockheed Martin Corporation (LMT)	0.0	$94k		161.00	584.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$93k		1.2k	80.78	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$93k		200.00	465.08	View chart
ConocoPhillips (COP)	0.0	$92k		875.00	105.28	View chart
Paychex (PAYX)	0.0	$90k		670.00	134.19	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$89k		5.9k	15.11	View chart
Duke Energy Corp Com New (DUK)	0.0	$88k		763.00	115.30	View chart
Enterprise Products Partners (EPD)	0.0	$87k		3.0k	29.11	View chart
Advanced Micro Devices (AMD)	0.0	$85k		516.00	164.08	View chart
Norfolk Southern (NSC)	0.0	$83k		332.00	248.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$81k		2.4k	33.23	View chart
First Commonwealth Financial (FCF)	0.0	$81k		4.7k	17.15	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$78k	NEW	3.8k	20.51	View chart
Pepsi (PEP)	0.0	$77k		454.00	170.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$77k		204.00	375.38	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$74k		691.00	107.64	View chart
Union Pacific Corporation (UNP)	0.0	$72k		292.00	246.48	View chart
Lowe's Companies (LOW)	0.0	$69k		253.00	270.85	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$67k	+3%	633.00	106.12	View chart
Clorox Company (CLX)	0.0	$65k	NEW	397.00	162.91	View chart
Prudential Financial (PRU)	0.0	$65k		533.00	121.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$64k	NEW	500.00	128.20	View chart
CSX Corporation (CSX)	0.0	$64k		1.8k	34.53	View chart
Bristol Myers Squibb (BMY)	0.0	$63k		1.2k	51.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$58k	+131%	1.1k	51.12	View chart
Netflix (NFLX)	0.0	$58k		82.00	709.28	View chart
Abbvie (ABBV)	0.0	$58k		294.00	197.48	View chart
Dupont De Nemours (DD)	0.0	$58k		648.00	89.11	View chart
FARO Technologies (FARO)	0.0	$57k		3.0k	19.14	View chart
Trane Technologies SHS (TT)	0.0	$57k		147.00	388.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$57k		469.00	121.16	View chart
Cisco Systems (CSCO)	0.0	$57k	+7%	1.1k	53.22	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$57k		774.00	72.97	View chart
Bank of America Corporation (BAC)	0.0	$56k	-6%	1.4k	39.68	View chart
Merck & Co (MRK)	0.0	$56k		492.00	113.63	View chart
Linde SHS (LIN)	0.0	$56k		117.00	476.86	View chart
Southern Company (SO)	0.0	$56k	-33%	617.00	90.18	View chart
Wells Fargo & Company (WFC)	0.0	$55k	+20%	965.00	56.49	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$54k	-7%	498.00	108.79	View chart
Caterpillar (CAT)	0.0	$53k		136.00	391.12	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$52k		376.00	139.49	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$52k		1.0k	52.14	View chart
Danaher Corporation (DHR)	0.0	$52k		188.00	278.02	View chart
Becton, Dickinson and (BDX)	0.0	$51k	-26%	210.00	241.10	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$50k	+8%	676.00	73.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$49k	+113%	560.00	88.14	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$49k		4.4k	11.11	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$49k	-79%	586.00	83.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$49k	+26%	622.00	78.05	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$48k	NEW	505.00	95.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$48k	-14%	469.00	101.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$47k	+78%	236.00	200.75	View chart
Solventum Corp Com Shs (SOLV)	0.0	$47k		675.00	69.72	View chart
Nike CL B (NKE)	0.0	$47k	-20%	532.00	88.43	View chart
Waste Management (WM)	0.0	$46k		219.00	207.60	View chart
Vanguard World Health Car Etf (VHT)	0.0	$45k		160.00	282.20	View chart
Boeing Company (BA)	0.0	$44k	-2%	291.00	152.04	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$44k		1.1k	39.69	View chart
Paypal Holdings (PYPL)	0.0	$43k		556.00	78.03	View chart
AFLAC Incorporated (AFL)	0.0	$43k		381.00	111.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$41k	NEW	600.00	68.70	View chart
BP Sponsored Adr (BP)	0.0	$40k		1.3k	31.40	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$40k	NEW	1.4k	28.41	View chart
S&T Ban (STBA)	0.0	$40k		950.00	41.97	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$40k		400.00	98.80	View chart
Raymond James Financial (RJF)	0.0	$39k	-6%	319.00	122.46	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$39k	NEW	925.00	41.95	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$39k	NEW	849.00	45.49	View chart
Morgan Stanley Com New (MS)	0.0	$39k	-11%	369.00	104.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$38k	+2%	301.00	125.62	View chart
Oxford Square Ca (OXSQ)	0.0	$38k		13k	2.83	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$38k	NEW	284.00	131.91	View chart
Intuit (INTU)	0.0	$37k		60.00	621.00	View chart
Fair Isaac Corporation (FICO)	0.0	$37k		19.00	1943.53	View chart
Metropcs Communications (TMUS)	0.0	$36k		174.00	206.36	View chart
Regions Financial Corporation (RF)	0.0	$35k		1.5k	23.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$35k	NEW	1.0k	34.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$34k	-27%	326.00	104.18	View chart
Honeywell International (HON)	0.0	$34k		164.00	206.71	View chart
Fastenal Company (FAST)	0.0	$34k	+1019%	470.00	71.42	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$34k	+5%	2.1k	16.07	View chart
Evergy (EVRG)	0.0	$33k		534.00	62.01	View chart
Carrier Global Corporation (CARR)	0.0	$32k		403.00	80.49	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$31k	-15%	718.00	43.20	View chart
Wingstop (WING)	0.0	$31k		74.00	416.08	View chart
Eaton Corp SHS (ETN)	0.0	$31k		92.00	331.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$30k	NEW	630.00	48.24	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$30k		629.00	47.71	View chart
Intercontinental Exchange (ICE)	0.0	$30k		185.00	160.64	View chart
Goldman Sachs (GS)	0.0	$30k		60.00	495.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$29k	NEW	320.00	90.80	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.0	$28k	NEW	597.00	47.49	View chart
Comcast Corp Cl A (CMCSA)	0.0	$28k	-43%	678.00	41.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$28k	+941%	552.00	50.57	View chart
Servicenow (NOW)	0.0	$28k		31.00	894.42	View chart
Four Corners Ppty Tr (FCPT)	0.0	$27k		921.00	29.31	View chart
Cheniere Energy Com New (LNG)	0.0	$27k	NEW	150.00	179.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$27k		70.00	383.94	View chart
Global Net Lease Com New (GNL)	0.0	$27k		3.2k	8.42	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$27k	+17%	927.00	28.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$27k	NEW	524.00	51.04	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 Q3 filed Oct. 9, 2024
Moisand Fitzgerald Tamayo 2024 Q2 filed July 31, 2024
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

View all past filings

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