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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, SCHR, SCHO, AVLV, DFAS, and represent 52.50% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: SCHR, SCHO, AVLV, BOXX, DFAR, DFAI, SGOV, ETHA, AVMV, SSB.
Started 19 new stock positions in IXHL, BMNR, BIL, AMT, ETHV, FIX, PFFA, TLT, EXG, KBDC. EBS, RDDT, MSIF, ET, SSB, La Rosa Hldgs Corp, NFJ, BLOK, EXAS.
Reduced shares in these 10 stocks: VOO, IVV, AVDV, BSV, , DFUV, South State Corporation, SCHH, BIV, DFAE.
Sold out of its positions in ANSS, CNC, CLOV, CLB, EIX, FARO, HE, NSP, INTC, IRDM.
Moisand Fitzgerald Tamayo was a net buyer of stock by $15M.
Moisand Fitzgerald Tamayo has $849M in assets under management (AUM), dropping by 7.33%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 575 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Moisand Fitzgerald Tamayo has 575 total positions. Only the first 250 positions are shown.

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Download the Moisand Fitzgerald Tamayo September 2025 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	$131M		3.6M	36.35	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	10.2	$87M	+6%	3.5M	25.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	9.9	$84M	+6%	3.4M	24.40	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	9.3	$79M	+6%	1.1M	72.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.7	$65M		955k	68.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.5	$63M		636k	99.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.2	$36M		404k	89.03	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.6	$30M	+5%	1.3M	23.85	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	3.5	$30M		434k	68.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.0	$25M		565k	44.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$19M		602k	31.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$16M	-3%	24k	669.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$14M	-10%	24k	612.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$12M		199k	58.21	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$9.5M		303k	31.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$8.1M		272k	29.64	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$6.1M		78k	78.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.7M		17k	328.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$4.8M		13k	365.48	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$4.5M	-2%	136k	32.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$4.3M	-2%	55k	78.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.3M		94k	46.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$4.0M		13k	293.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$3.9M		21k	186.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$3.8M	-4%	176k	21.57	View chart
Apple (AAPL)	0.4	$3.4M		13k	254.64	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$3.0M	-2%	41k	72.44	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.3	$3.0M		16k	186.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.9M	-2%	124k	23.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.6M		37k	71.37	View chart
Microsoft Corporation (MSFT)	0.3	$2.6M		5.0k	517.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.4M	-6%	31k	78.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.4M	-3%	9.4k	254.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$2.4M	-13%	30k	78.91	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.3	$2.3M		41k	57.19	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$2.3M	+537%	20k	113.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.2M		82k	26.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$2.1M		5.5k	378.94	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.0M	-2%	73k	27.90	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$2.0M		64k	31.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.8M		62k	29.11	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.6M		28k	57.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M		7.5k	206.51	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.5M		43k	35.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.5M		2.3k	666.06	View chart
L3harris Technologies (LHX)	0.2	$1.5M		4.9k	305.41	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.4M		9.3k	149.09	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$1.3M	-3%	15k	88.65	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M		9.1k	133.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		4.6k	241.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.2k	208.70	View chart
Oracle Corporation (ORCL)	0.1	$1.0M		3.7k	281.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$976k		3.2k	307.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$959k		8.1k	118.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$955k		8.5k	112.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$911k		1.8k	502.74	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$910k	-2%	20k	45.51	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$883k		15k	58.72	View chart
Johnson & Johnson (JNJ)	0.1	$878k		4.7k	185.42	View chart
Deere & Company (DE)	0.1	$857k		1.9k	457.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$848k	+217%	8.4k	100.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$839k		13k	65.26	View chart
American Express Company (AXP)	0.1	$797k	+2%	2.4k	332.16	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$785k	-5%	6.9k	114.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$766k		8.2k	93.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$735k		8.0k	91.42	View chart
Truist Financial Corp equities (TFC)	0.1	$673k		15k	45.72	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$669k	-2%	9.9k	67.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$594k		2.1k	281.89	View chart
Woodward Governor Company (WWD)	0.1	$578k		2.3k	252.72	View chart
Wec Energy Group (WEC)	0.1	$577k		5.0k	114.59	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$574k		18k	31.89	View chart
CRH Ord (CRH)	0.1	$550k		4.6k	119.90	View chart
Hilton Worldwide Holdings (HLT)	0.1	$546k	+7%	2.1k	259.44	View chart
Coca-Cola Company (KO)	0.1	$537k		8.1k	66.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$535k		7.0k	76.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$508k		13k	38.57	View chart
Royal Caribbean Cruises (RCL)	0.1	$497k		1.5k	323.58	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$493k		5.7k	87.03	View chart
Texas Instruments Incorporated (TXN)	0.1	$479k		2.6k	183.73	View chart
Home Depot (HD)	0.1	$473k	-8%	1.2k	405.32	View chart
Valero Energy Corporation (VLO)	0.1	$467k		2.7k	170.29	View chart
TJX Companies (TJX)	0.1	$458k		3.2k	144.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$443k		3.7k	120.72	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$440k	+17%	7.1k	62.22	View chart
Northrop Grumman Corporation (NOC)	0.0	$417k		684.00	609.32	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$399k		9.3k	42.79	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.0	$379k		3.8k	100.29	View chart
Wal-Mart Stores (WMT)	0.0	$374k		3.6k	103.06	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.0	$372k		13k	28.90	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$364k		2.6k	142.55	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$358k	+80971%	11k	31.51	View chart
Nextera Energy (NEE)	0.0	$356k		4.7k	75.49	View chart
Ionis Pharmaceuticals (IONS)	0.0	$327k		5.0k	65.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$311k		4.1k	75.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$311k		1.8k	176.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$301k		501.00	600.71	View chart
Qualcomm (QCOM)	0.0	$300k	-3%	1.8k	166.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$296k		996.00	297.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$288k		2.6k	108.70	View chart
At&t (T)	0.0	$277k		9.8k	28.24	View chart
Meta Platforms Cl A (META)	0.0	$269k		366.00	734.89	View chart
Palo Alto Networks (PANW)	0.0	$267k		1.3k	203.66	View chart
PNC Financial Services (PNC)	0.0	$266k		1.3k	200.93	View chart
Starbucks Corporation (SBUX)	0.0	$258k		3.0k	84.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$255k		549.00	463.74	View chart
Amazon (AMZN)	0.0	$251k	+18%	1.1k	219.61	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$240k		975.00	246.60	View chart
McDonald's Corporation (MCD)	0.0	$232k		764.00	303.89	View chart
Southstate Bk Corp (SSB)	0.0	$229k	NEW	2.3k	98.87	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$227k		3.3k	67.83	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$225k		676.00	332.84	View chart
Jabil Circuit (JBL)	0.0	$222k		1.0k	217.17	View chart
Eli Lilly & Co. (LLY)	0.0	$220k	+16%	288.00	763.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$213k		1.5k	142.10	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$213k		4.6k	46.32	View chart
Southern Copper Corporation (SCCO)	0.0	$211k	+10%	1.7k	121.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$207k	-6%	850.00	243.55	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$207k		4.4k	46.65	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$204k		3.7k	55.33	View chart
Pfizer (PFE)	0.0	$198k		7.8k	25.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$193k	-11%	7.5k	25.71	View chart
ConocoPhillips (COP)	0.0	$191k		2.0k	94.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$187k		250.00	746.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$176k		2.9k	59.92	View chart
Chevron Corporation (CVX)	0.0	$161k		1.0k	155.30	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$160k	-10%	1.5k	106.49	View chart
JPMorgan Chase & Co. (JPM)	0.0	$157k		496.00	315.43	View chart
Verizon Communications (VZ)	0.0	$156k		3.5k	43.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$155k		763.00	203.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$151k	-2%	621.00	242.97	View chart
Tesla Motors (TSLA)	0.0	$150k	-2%	337.00	444.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$149k		688.00	215.79	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$145k		652.00	222.17	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$142k		800.00	177.90	View chart
Strategy Cl A New (MSTR)	0.0	$142k	+98%	441.00	322.21	View chart
Darden Restaurants (DRI)	0.0	$139k		730.00	190.36	View chart
Procter & Gamble Company (PG)	0.0	$137k		890.00	153.65	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$129k		3.2k	40.18	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$127k		4.1k	31.35	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$126k		1.4k	87.21	View chart
International Business Machines (IBM)	0.0	$125k		443.00	282.16	View chart
General Mills (GIS)	0.0	$124k	-45%	2.5k	50.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$121k		1.1k	113.88	View chart
Costco Wholesale Corporation (COST)	0.0	$113k		122.00	926.28	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$111k		1.8k	61.62	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$109k		3.2k	33.68	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$109k		610.00	178.73	View chart
Southside Bancshares (SBSI)	0.0	$108k		3.8k	28.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$106k		2.0k	54.17	View chart
Norfolk Southern (NSC)	0.0	$100k		332.00	300.41	View chart
Netflix (NFLX)	0.0	$97k		81.00	1198.93	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$95k		1.2k	78.37	View chart
Duke Energy Corp Com New (DUK)	0.0	$94k		763.00	123.75	View chart
Enterprise Products Partners (EPD)	0.0	$93k		3.0k	31.27	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$87k		3.5k	24.63	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$86k		5.9k	14.46	View chart
First Commonwealth Financial (FCF)	0.0	$80k		4.7k	17.05	View chart
Ge Aerospace Com New (GE)	0.0	$79k		262.00	300.82	View chart
Raytheon Technologies Corp (RTX)	0.0	$79k		469.00	167.33	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$78k		200.00	391.64	View chart
UnitedHealth (UNH)	0.0	$78k		226.00	345.30	View chart
Advanced Micro Devices (AMD)	0.0	$77k		475.00	161.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$76k		691.00	110.60	View chart
Bank of America Corporation (BAC)	0.0	$74k		1.4k	51.61	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$73k		1.2k	62.47	View chart
Abbvie (ABBV)	0.0	$73k	+6%	314.00	231.54	View chart
Goldman Sachs (GS)	0.0	$72k	+50%	90.00	796.36	View chart
Union Pacific Corporation (UNP)	0.0	$69k		292.00	236.37	View chart
Wells Fargo & Company (WFC)	0.0	$67k		804.00	83.82	View chart
Arista Networks Com Shs (ANET)	0.0	$67k		460.00	145.71	View chart
Prudential Financial (PRU)	0.0	$67k	+20%	642.00	103.74	View chart
Caterpillar (CAT)	0.0	$65k		136.00	477.15	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$64k		774.00	82.73	View chart
Paychex (PAYX)	0.0	$64k		504.00	126.76	View chart
Lowe's Companies (LOW)	0.0	$64k		253.00	251.31	View chart
CSX Corporation (CSX)	0.0	$62k		1.7k	35.51	View chart
Cisco Systems (CSCO)	0.0	$61k	-10%	886.00	68.42	View chart
Strategy Series A Perp Pf (STRK)	0.0	$60k	+2%	657.00	91.66	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$60k		721.00	83.41	View chart
Morgan Stanley Com New (MS)	0.0	$60k		377.00	158.96	View chart
H.B. Fuller Company (FUL)	0.0	$59k		1.0k	59.28	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$59k		495.00	118.37	View chart
Southern Company (SO)	0.0	$59k		617.00	94.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$58k		236.00	247.61	View chart
Palantir Technologies Cl A (PLTR)	0.0	$58k	+20%	319.00	182.42	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$58k		461.00	125.95	View chart
Trane Technologies SHS (TT)	0.0	$57k		135.00	421.64	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$57k		434.00	130.28	View chart
Pepsi (PEP)	0.0	$56k		399.00	140.60	View chart
Linde SHS (LIN)	0.0	$56k		117.00	475.00	View chart
Bristol Myers Squibb (BMY)	0.0	$55k		1.2k	45.10	View chart
Broadcom (AVGO)	0.0	$55k	-29%	165.00	330.32	View chart
Phillips 66 (PSX)	0.0	$52k		385.00	136.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$51k		212.00	239.64	View chart
Dupont De Nemours (DD)	0.0	$51k		648.00	77.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$51k		505.00	99.95	View chart
Jacobs Engineering Group (J)	0.0	$50k		336.00	149.86	View chart
Raymond James Financial (RJF)	0.0	$50k		289.00	172.60	View chart
Clorox Company (CLX)	0.0	$49k		397.00	123.30	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$49k		1.1k	45.76	View chart
Waste Management (WM)	0.0	$48k		219.00	220.83	View chart
Vaneck Ethereum Tr SHS (ETHV)	0.0	$48k	NEW	792.00	60.93	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$48k		2.4k	19.53	View chart
Lockheed Martin Corporation (LMT)	0.0	$47k	-40%	95.00	499.21	View chart
SYSCO Corporation (SYY)	0.0	$47k		570.00	82.31	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$47k		284.00	164.54	View chart
Boeing Company (BA)	0.0	$46k	-22%	215.00	215.83	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$46k	+222%	551.00	82.58	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.0	$45k		1.5k	29.32	View chart
Visa Com Cl A (V)	0.0	$44k	+344%	129.00	341.61	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$44k		1.0k	43.92	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$43k		541.00	79.95	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$43k	-4%	300.00	143.18	View chart
AFLAC Incorporated (AFL)	0.0	$43k		381.00	111.70	View chart
Metropcs Communications (TMUS)	0.0	$42k		174.00	239.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$42k		1.3k	31.91	View chart
Vanguard World Health Car Etf (VHT)	0.0	$42k		160.00	259.60	View chart
Intuit (INTU)	0.0	$41k		60.00	682.92	View chart
Evergy (EVRG)	0.0	$41k		534.00	76.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$40k		418.00	96.55	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$40k		925.00	43.41	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$40k		400.00	100.20	View chart
Ge Vernova (GEV)	0.0	$39k		64.00	614.91	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$39k		3.7k	10.32	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$38k		2.3k	16.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$38k	+521%	87.00	435.47	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$38k	-7%	420.00	89.27	View chart
Danaher Corporation (DHR)	0.0	$37k		188.00	198.26	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$36k		1.8k	19.80	View chart
S&T Ban (STBA)	0.0	$36k		950.00	37.59	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$36k	+30%	539.00	65.92	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$36k	+28%	829.00	42.76	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$35k	+29%	727.00	48.19	View chart
Paypal Holdings (PYPL)	0.0	$35k	-12%	522.00	67.06	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$35k		1.2k	28.91	View chart
Honeywell International (HON)	0.0	$35k		164.00	210.50	View chart
Eaton Corp SHS (ETN)	0.0	$34k		92.00	374.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$34k		70.00	479.61	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$33k	-56%	1.0k	31.62	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$32k		240.00	131.77	View chart
Intercontinental Exchange (ICE)	0.0	$31k		185.00	168.48	View chart
Exelon Corporation (EXC)	0.0	$30k		656.00	45.01	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$29k		477.00	61.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$29k		334.00	87.31	View chart
Servicenow (NOW)	0.0	$29k		31.00	920.29	View chart
Fair Isaac Corporation (FICO)	0.0	$28k		19.00	1496.58	View chart
Jefferies Finl Group (JEF)	0.0	$28k		433.00	65.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$28k		200.00	140.95	View chart
Merck & Co (MRK)	0.0	$27k	-29%	327.00	83.93	View chart

Past Filings by Moisand Fitzgerald Tamayo

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

Moisand Fitzgerald Tamayo 2025 Q3 filed Oct. 23, 2025
Moisand Fitzgerald Tamayo 2025 Q2 filed July 16, 2025
Moisand Fitzgerald Tamayo 2025 Q1 filed April 22, 2025
Moisand Fitzgerald Tamayo 2024 Q4 filed Feb. 4, 2025
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

View all past filings

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