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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, AVLV, DFAS, AVUV, SCHR, and represent 43.99% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$20M), SCHO (+$19M), SCHM (+$5.2M), DFAI, BIV, SCHX, SCHF, BSV, SCHV, SCHA.
Started 24 new stock positions in CODI, Arista Networks, XLY, VGSH, TEL, RSP, XPO, UDR, UBER, Brookfield Renewable Corp Cl A Ex Sub Vtg. LEN, LRCX, UGL, MU, GXO, JETS, XLC, SUM, SIRI, SMCI, VLUE, VGIT, DHI, RXO.
Reduced shares in these 10 stocks: DFAS, VOO, SPLG, IVV, AVUV, DFUV, AVMV, SCHH, DFAR, AAPL.
Sold out of its positions in AMC, AMN, ALK, IVAL, ANET, ADSK, BEPC, CGDV, ENTG, FTGS.
Moisand Fitzgerald Tamayo was a net buyer of stock by $46M.
Moisand Fitzgerald Tamayo has $707M in assets under management (AUM), dropping by -2.90%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 598 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Moisand Fitzgerald Tamayo has 598 total positions. Only the first 250 positions are shown.

Sign up to view all of the Moisand Fitzgerald Tamayo Dec. 31, 2024 positions
Download the Moisand Fitzgerald Tamayo December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	14.9	$105M		3.6M	29.20	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.0	$57M		852k	66.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.0	$56M	-2%	866k	65.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.7	$54M		561k	96.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.5	$39M	+107%	1.6M	24.29	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.3	$37M	+107%	1.5M	24.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.7	$33M	+3%	426k	77.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.5	$32M	+4%	422k	74.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.9	$27M		420k	65.08	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	3.6	$25M		387k	65.28	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.5	$25M		1.1M	23.27	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.5	$25M		598k	40.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$16M	-5%	29k	538.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$15M	-3%	26k	588.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.1	$15M		591k	25.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$12M		212k	55.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$8.0M	+182%	290k	27.71	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$7.9M	-2%	316k	24.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$5.6M	-10%	82k	68.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$5.3M		18k	289.81	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$4.7M	-4%	222k	21.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$4.5M		14k	322.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$4.0M		154k	25.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$3.8M	-2%	15k	264.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$3.6M		21k	169.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$3.5M		57k	61.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$3.5M		97k	35.48	View chart
Apple (AAPL)	0.5	$3.3M	-5%	13k	250.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$2.8M	-5%	45k	63.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.5M	-2%	10k	240.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.5M	+98%	133k	18.50	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$2.4M	-6%	43k	54.69	View chart
Microsoft Corporation (MSFT)	0.3	$2.2M		5.3k	421.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.2M		39k	57.41	View chart
NVIDIA Corporation (NVDA)	0.3	$2.1M	-4%	16k	134.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$2.0M	+94%	77k	25.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.0M	+193%	85k	23.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$1.9M	-6%	5.5k	334.25	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$1.8M	-2%	58k	30.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.8M	+185%	68k	26.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.5M	-5%	7.8k	190.89	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.4M	-4%	26k	54.36	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$1.4M	-4%	16k	87.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.4M		2.3k	586.11	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.3M	-3%	10k	130.38	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.1M		43k	26.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.3k	198.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M		8.9k	115.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	-3%	4.6k	220.96	View chart
L3harris Technologies (LHX)	0.1	$1.0M		4.8k	210.28	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$897k	-11%	16k	57.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$896k		8.3k	107.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$874k		3.2k	269.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$872k		14k	62.31	View chart
Deere & Company (DE)	0.1	$841k		2.0k	423.70	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$825k		7.4k	111.35	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$744k	-2%	22k	34.33	View chart
Johnson & Johnson (JNJ)	0.1	$728k	-2%	5.0k	144.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$728k	-3%	8.2k	89.08	View chart
American Express Company (AXP)	0.1	$694k		2.3k	296.79	View chart
Truist Financial Corp equities (TFC)	0.1	$686k	-6%	16k	43.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$680k		1.5k	453.28	View chart
Oracle Corporation (ORCL)	0.1	$660k	-2%	4.0k	166.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$620k		8.2k	75.61	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$603k	+10%	12k	51.90	View chart
Home Depot (HD)	0.1	$590k	-8%	1.5k	388.94	View chart
Coca-Cola Company (KO)	0.1	$514k		8.3k	62.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$494k	+2%	4.9k	100.32	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$486k		19k	26.21	View chart
Hilton Worldwide Holdings (HLT)	0.1	$482k		1.9k	247.16	View chart
Wec Energy Group (WEC)	0.1	$473k		5.0k	94.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$467k		14k	34.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$464k	+42%	2.0k	232.48	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$441k		5.7k	77.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$440k		7.2k	60.75	View chart
TJX Companies (TJX)	0.1	$423k		3.5k	120.81	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$410k	-30%	15k	27.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$396k		2.1k	187.51	View chart
Darden Restaurants (DRI)	0.1	$395k		2.1k	186.69	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$375k		3.8k	98.85	View chart
Wal-Mart Stores (WMT)	0.1	$363k	-3%	4.0k	90.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$361k		3.6k	101.53	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$356k	+4%	3.2k	110.28	View chart
Royal Caribbean Cruises (RCL)	0.1	$355k		1.5k	230.69	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$343k		975.00	351.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$343k		10k	34.13	View chart
Nextera Energy (NEE)	0.0	$340k		4.7k	71.69	View chart
Northrop Grumman Corporation (NOC)	0.0	$321k		684.00	469.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$309k		2.7k	114.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$288k		1.8k	164.17	View chart
General Mills (GIS)	0.0	$285k		4.5k	63.77	View chart
3M Company (MMM)	0.0	$284k		2.2k	129.09	View chart
Qualcomm (QCOM)	0.0	$281k	-10%	1.8k	153.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$279k		996.00	280.06	View chart
Starbucks Corporation (SBUX)	0.0	$278k		3.0k	91.26	View chart
Meta Platforms Cl A (META)	0.0	$266k		455.00	584.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$257k	-5%	2.6k	96.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$256k	+70%	501.00	511.50	View chart
PNC Financial Services (PNC)	0.0	$256k		1.3k	192.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$247k		4.2k	58.79	View chart
Palo Alto Networks (PANW)	0.0	$239k	+97%	1.3k	181.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$234k		549.00	425.50	View chart
McDonald's Corporation (MCD)	0.0	$232k	-4%	799.00	289.89	View chart
South State Corporation (SSB)	0.0	$231k		2.3k	99.48	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$228k	-7%	5.1k	44.92	View chart
At&t (T)	0.0	$218k		9.6k	22.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$210k	+191%	9.3k	22.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$208k	+2%	1.1k	195.83	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$208k	+5%	4.7k	44.64	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$207k		4.1k	50.85	View chart
Pfizer (PFE)	0.0	$206k		7.8k	26.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$195k		676.00	288.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$194k		4.1k	47.82	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$192k	-17%	3.7k	51.14	View chart
Chevron Corporation (CVX)	0.0	$189k		1.3k	144.84	View chart
Amazon (AMZN)	0.0	$187k	-7%	852.00	219.39	View chart
Verizon Communications (VZ)	0.0	$184k		4.6k	39.99	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$184k		1.4k	131.29	View chart
Procter & Gamble Company (PG)	0.0	$182k		1.1k	167.65	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$179k		1.7k	106.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$178k		937.00	190.44	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$175k		3.3k	52.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$163k		880.00	185.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$156k		250.00	621.80	View chart
Tesla Motors (TSLA)	0.0	$155k		384.00	403.84	View chart
Eli Lilly & Co. (LLY)	0.0	$150k	+10%	194.00	772.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$138k	+2%	728.00	189.34	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$131k		4.1k	32.31	View chart
JPMorgan Chase & Co. (JPM)	0.0	$124k		517.00	239.71	View chart
Valero Energy Corporation (VLO)	0.0	$123k		1.0k	122.59	View chart
Southside Bancshares (SBSI)	0.0	$121k		3.8k	31.76	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$121k		800.00	150.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$121k		652.00	184.88	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$114k		6.2k	18.34	View chart
UnitedHealth (UNH)	0.0	$113k		224.00	505.86	View chart
American Financial (AFG)	0.0	$113k		826.00	136.93	View chart
Costco Wholesale Corporation (COST)	0.0	$112k		122.00	916.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$112k		3.2k	34.35	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$110k	-9%	3.5k	30.99	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$109k		1.8k	60.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$109k	+5%	1.1k	96.83	View chart
International Business Machines (IBM)	0.0	$108k		491.00	219.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$106k	+12%	2.4k	44.04	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$95k		1.2k	78.61	View chart
Enterprise Products Partners (EPD)	0.0	$94k		3.0k	31.36	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$90k		5.9k	15.15	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$89k	-9%	3.4k	25.73	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$87k		1.2k	75.69	View chart
ConocoPhillips (COP)	0.0	$87k		877.00	99.17	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$85k		1.4k	59.73	View chart
Duke Energy Corp Com New (DUK)	0.0	$82k		763.00	107.74	View chart
Paychex (PAYX)	0.0	$82k	-12%	585.00	140.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$81k		202.00	401.58	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$81k		200.00	402.70	View chart
First Commonwealth Financial (FCF)	0.0	$79k		4.7k	16.92	View chart
Lockheed Martin Corporation (LMT)	0.0	$78k		161.00	485.94	View chart
Norfolk Southern (NSC)	0.0	$78k		332.00	234.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$76k		2.4k	31.44	View chart
FARO Technologies (FARO)	0.0	$76k		3.0k	25.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$75k		691.00	108.60	View chart
Netflix (NFLX)	0.0	$73k		82.00	891.33	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$71k		2.1k	34.10	View chart
Pepsi (PEP)	0.0	$69k		454.00	152.21	View chart
Bristol Myers Squibb (BMY)	0.0	$68k		1.2k	56.56	View chart
Prudential Financial (PRU)	0.0	$68k	+7%	572.00	118.53	View chart
Wells Fargo & Company (WFC)	0.0	$68k		965.00	70.24	View chart
Union Pacific Corporation (UNP)	0.0	$67k		292.00	228.04	View chart
Clorox Company (CLX)	0.0	$65k		397.00	162.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$64k		500.00	127.59	View chart
Cisco Systems (CSCO)	0.0	$63k		1.1k	59.20	View chart
Bank of America Corporation (BAC)	0.0	$63k		1.4k	43.96	View chart
Lowe's Companies (LOW)	0.0	$62k		253.00	246.80	View chart
Advanced Micro Devices (AMD)	0.0	$62k		516.00	120.79	View chart
CSX Corporation (CSX)	0.0	$60k		1.8k	32.27	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$59k	-69%	2.0k	29.01	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$59k		774.00	75.53	View chart
Raytheon Technologies Corp (RTX)	0.0	$54k		469.00	115.72	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$54k		489.00	110.25	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$53k	+8%	731.00	72.37	View chart
Abbvie (ABBV)	0.0	$52k		294.00	177.70	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$52k	-3%	610.00	84.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$51k		376.00	135.37	View chart
Southern Company (SO)	0.0	$51k		617.00	82.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$50k	-65%	434.00	115.18	View chart
Trane Technologies SHS (TT)	0.0	$50k	-8%	135.00	369.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$50k		236.00	210.48	View chart
Dupont De Nemours (DD)	0.0	$49k		648.00	76.25	View chart
Caterpillar (CAT)	0.0	$49k		136.00	362.76	View chart
Linde SHS (LIN)	0.0	$49k		117.00	418.68	View chart
Boeing Company (BA)	0.0	$48k	-6%	271.00	177.00	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$48k	NEW	495.00	96.81	View chart
Becton, Dickinson and (BDX)	0.0	$48k		210.00	226.87	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$48k	NEW	212.00	224.35	View chart
Morgan Stanley Com New (MS)	0.0	$47k	+2%	377.00	125.72	View chart
Paypal Holdings (PYPL)	0.0	$47k		549.00	85.35	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$47k		505.00	92.59	View chart
Merck & Co (MRK)	0.0	$46k	-5%	465.00	99.55	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$46k		4.4k	10.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$45k		469.00	96.90	View chart
Raymond James Financial (RJF)	0.0	$45k	-9%	289.00	155.33	View chart
Solventum Corp Com Shs (SOLV)	0.0	$45k		675.00	66.06	View chart
Waste Management (WM)	0.0	$44k		219.00	201.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$44k		622.00	70.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$44k	-2%	1.1k	40.49	View chart
Danaher Corporation (DHR)	0.0	$43k		188.00	229.55	View chart
Vanguard World Health Car Etf (VHT)	0.0	$41k		160.00	253.69	View chart
Nike CL B (NKE)	0.0	$40k		531.00	75.66	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$40k		284.00	139.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$39k		600.00	65.73	View chart
AFLAC Incorporated (AFL)	0.0	$39k		381.00	103.44	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$39k	-17%	484.00	81.33	View chart
Metropcs Communications (TMUS)	0.0	$38k		174.00	220.74	View chart
Fair Isaac Corporation (FICO)	0.0	$38k		19.00	1990.95	View chart
BP Sponsored Adr (BP)	0.0	$38k		1.3k	29.57	View chart
Intuit (INTU)	0.0	$38k		60.00	628.50	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$37k		925.00	40.26	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$37k		1.0k	37.17	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$37k		849.00	43.64	View chart
Honeywell International (HON)	0.0	$37k		164.00	225.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$37k	-25%	418.00	88.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$36k	+300%	1.3k	27.87	View chart
S&T Ban (STBA)	0.0	$36k		950.00	38.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$36k	+25%	88.00	410.44	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$36k		400.00	90.06	View chart
Regions Financial Corporation (RF)	0.0	$35k		1.5k	23.52	View chart
Broadcom (AVGO)	0.0	$35k	+7%	150.00	231.84	View chart
Goldman Sachs (GS)	0.0	$34k		60.00	572.63	View chart
Jefferies Finl Group (JEF)	0.0	$34k		433.00	78.40	View chart
Fastenal Company (FAST)	0.0	$34k		470.00	71.91	View chart
Evergy (EVRG)	0.0	$33k		534.00	61.55	View chart
Servicenow (NOW)	0.0	$33k		31.00	1060.13	View chart
Cheniere Energy Com New (LNG)	0.0	$32k		150.00	214.87	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$31k		1.3k	22.78	View chart
Eaton Corp SHS (ETN)	0.0	$31k		92.00	331.88	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$30k		1.2k	24.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$28k	+294%	1.0k	27.32	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$28k		320.00	87.82	View chart
Marriott Intl Cl A (MAR)	0.0	$28k		100.00	278.94	View chart
Intercontinental Exchange (ICE)	0.0	$28k		185.00	149.01	View chart
Carrier Global Corporation (CARR)	0.0	$28k		403.00	68.26	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$27k	+25%	521.00	52.22	View chart
Cincinnati Financial Corporation (CINF)	0.0	$27k		187.00	143.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$27k		552.00	48.31	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$26k	-12%	631.00	41.25	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$26k	-12%	553.00	46.89	View chart
Illinois Tool Works (ITW)	0.0	$26k		102.00	253.57	View chart
Comcast Corp Cl A (CMCSA)	0.0	$25k		678.00	37.53	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$25k		2.4k	10.57	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$25k	+5%	981.00	25.54	View chart
Four Corners Ppty Tr (FCPT)	0.0	$25k		921.00	27.14	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 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
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

View all past filings

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