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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 53.42% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: SCHO (+$5.6M), SCHR (+$5.1M), AVLV, BOXX, DFAR, DFAI, AVUV, DFAS, AVMV, NOW.
Started 9 new stock positions in CRWV, SOLS, XBIL, Q, IAU, SSRM, VCIT, BPRE, BBBY.WS.
Reduced shares in these 10 stocks: VOO, AVDV, IVV, DFUV, SPYM, DFAT, NVDA, QQQ, XLK, BSV.
Sold out of its positions in AIR, ARCB, TEAM, BJ, BKR, OZK, BMY, BRX, CF, CZR.
Moisand Fitzgerald Tamayo was a net buyer of stock by $17M.
Moisand Fitzgerald Tamayo has $886M in assets under management (AUM), dropping by 4.34%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 515 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Moisand Fitzgerald Tamayo has 515 total positions. Only the first 250 positions are shown.

Sign up to view all of the Moisand Fitzgerald Tamayo Dec. 31, 2025 positions
Download the Moisand Fitzgerald Tamayo December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.6	$138M		3.6M	38.11	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	10.4	$92M	+5%	3.7M	25.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	10.1	$90M	+6%	3.7M	24.37	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	9.7	$86M	+4%	1.1M	75.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.6	$67M		967k	69.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.4	$66M		646k	101.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.2	$38M		399k	93.97	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	3.6	$32M	+2%	444k	71.20	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.5	$31M	+6%	1.4M	22.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$26M		557k	46.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$19M		597k	32.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$16M	-2%	23k	684.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$14M	-6%	22k	627.12	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$12M	-2%	195k	59.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$9.8M		301k	32.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$8.1M		270k	30.07	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$6.0M	-4%	75k	80.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.7M		17k	335.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$4.9M	+109%	43k	115.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$4.9M		13k	373.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$4.7M		135k	34.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.6M		93k	49.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$4.6M		56k	82.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$4.0M		21k	190.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.8M	-2%	13k	290.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$3.6M		173k	20.89	View chart
Apple Call Call Option (Principal) (AAPL)	0.4	$3.6M		13k	271.86	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$3.0M		41k	74.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.9M		122k	24.04	View chart
NVIDIA Corporation (NVDA)	0.3	$2.7M	-7%	15k	186.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.6M		36k	73.56	View chart
Microsoft Corporation (MSFT)	0.3	$2.4M		5.0k	483.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.4M		9.2k	257.94	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$2.3M		40k	57.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.3M	-5%	30k	77.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.2M	-7%	28k	78.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.2M		81k	26.91	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$2.1M		5.5k	386.85	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$2.1M		63k	32.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.0M	-2%	72k	28.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.8M		62k	29.61	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.6M		43k	38.00	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.6M		27k	58.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.6M		2.3k	681.80	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.6M		9.1k	171.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M	-2%	7.3k	212.07	View chart
L3harris Technologies (LHX)	0.2	$1.5M		5.0k	293.57	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.4M	-3%	8.9k	157.70	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$1.3M	-3%	14k	90.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		4.5k	246.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.2k	211.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.0M		8.5k	120.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$992k		3.2k	314.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$967k		8.0k	120.18	View chart
Johnson & Johnson (JNJ)	0.1	$957k	-2%	4.6k	206.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$911k		1.8k	502.65	View chart
American Express Company (AXP)	0.1	$902k		2.4k	369.95	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$870k	-4%	19k	45.53	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$855k		15k	56.96	View chart
Deere & Company (DE)	0.1	$851k	-2%	1.8k	465.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$836k		8.3k	100.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$834k		13k	66.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$788k		8.2k	96.03	View chart
Oracle Corporation (ORCL)	0.1	$702k	-3%	3.6k	194.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$697k	-2%	7.9k	88.49	View chart
Woodward Governor Company (WWD)	0.1	$691k		2.3k	302.33	View chart
Truist Financial Corp equities (TFC)	0.1	$689k	-4%	14k	49.21	View chart
Disney Walt Call Call Option (Principal) (DIS)	0.1	$680k	-12%	6.0k	113.77	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$628k	-11%	8.8k	71.23	View chart
Hilton Worldwide Holdings (HLT)	0.1	$604k		2.1k	287.25	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$595k		18k	33.74	View chart
CRH Ord (CRH)	0.1	$573k		4.6k	124.80	View chart
Coca-Cola Company (KO)	0.1	$562k		8.0k	69.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$541k		7.0k	77.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$531k		13k	39.59	View chart
Wec Energy Group (WEC)	0.1	$516k	-2%	4.9k	105.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$499k		5.7k	88.08	View chart
TJX Companies (TJX)	0.1	$487k		3.2k	153.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$453k		3.7k	123.26	View chart
Texas Instruments Incorporated (TXN)	0.1	$452k		2.6k	173.49	View chart
Royal Caribbean Cruises (RCL)	0.0	$429k		1.5k	278.92	View chart
Home Depot (HD)	0.0	$425k	+5%	1.2k	344.01	View chart
Valero Energy Corporation (VLO)	0.0	$419k	-6%	2.6k	162.82	View chart
Wal-Mart Stores (WMT)	0.0	$418k	+3%	3.8k	111.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$406k		9.1k	44.41	View chart
Ionis Pharmaceuticals (IONS)	0.0	$396k		5.0k	79.11	View chart
Northrop Grumman Corporation (NOC)	0.0	$385k		675.00	570.21	View chart
Nextera Energy (NEE)	0.0	$378k		4.7k	80.28	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$371k		13k	28.84	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$370k		3.8k	98.22	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$366k		2.6k	143.33	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$337k		7.1k	47.56	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$319k		4.1k	77.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$318k		1.8k	181.21	View chart
Eli Lilly & Co. (LLY)	0.0	$310k		288.00	1076.28	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$309k	+4%	2.8k	111.78	View chart
Qualcomm (QCOM)	0.0	$302k	-2%	1.8k	171.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$301k		996.00	302.11	View chart
Meta Platforms Cl A (META)	0.0	$285k	+18%	432.00	659.44	View chart
Amazon (AMZN)	0.0	$279k	+5%	1.2k	230.86	View chart
PNC Financial Services (PNC)	0.0	$277k		1.3k	208.73	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$264k		549.00	480.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$262k		975.00	268.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$261k	-2%	833.00	313.80	View chart
Starbucks Corporation (SBUX)	0.0	$257k		3.0k	84.22	View chart
Southern Copper Corporation (SCCO)	0.0	$251k		1.8k	143.47	View chart
At&t (T)	0.0	$244k		9.8k	24.84	View chart
Palo Alto Networks (PANW)	0.0	$242k		1.3k	184.24	View chart
McDonald's Corporation (MCD)	0.0	$234k		764.00	305.63	View chart
Jabil Circuit (JBL)	0.0	$233k		1.0k	228.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$232k		676.00	342.97	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$219k	+19%	3.5k	62.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$219k	-8%	3.1k	71.41	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$216k		4.4k	48.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$212k		1.5k	141.14	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$210k	-2%	4.5k	46.86	View chart
Southstate Bk Corp (SSB)	0.0	$205k	-6%	2.2k	94.11	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$199k	-22%	8.8k	22.43	View chart
Pfizer (PFE)	0.0	$193k		7.8k	24.90	View chart
ConocoPhillips (COP)	0.0	$189k		2.0k	93.62	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$189k	-10%	3.3k	56.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$188k		250.00	753.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$188k	-3%	602.00	312.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$180k	-8%	6.9k	26.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$161k		763.00	210.34	View chart
JPMorgan Chase & Co. (JPM)	0.0	$160k		496.00	322.22	View chart
Tesla Motors (TSLA)	0.0	$158k	+4%	352.00	449.79	View chart
Chevron Corporation (CVX)	0.0	$154k	-2%	1.0k	152.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$151k		688.00	219.78	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$147k		652.00	224.67	View chart
Verizon Communications (VZ)	0.0	$144k		3.5k	40.73	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$135k		800.00	168.33	View chart
Darden Restaurants (DRI)	0.0	$134k		730.00	184.02	View chart
International Business Machines (IBM)	0.0	$131k		443.00	296.21	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$127k		4.1k	31.22	View chart
Procter & Gamble Company (PG)	0.0	$125k	-2%	870.00	143.31	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$124k	+100%	2.9k	42.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$121k		1.1k	113.92	View chart
Southside Bancshares (SBSI)	0.0	$116k		3.8k	30.39	View chart
General Mills (GIS)	0.0	$114k		2.5k	46.50	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$113k	-29%	1.1k	107.11	View chart
Servicenow (NOW)	0.0	$112k	+2254%	730.00	153.19	View chart
UnitedHealth (UNH)	0.0	$109k	+46%	331.00	330.11	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$109k		3.2k	33.45	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$108k		1.8k	59.67	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$107k	-18%	2.6k	40.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$107k	-65%	174.00	616.01	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$107k	-64%	744.00	144.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$106k		2.0k	53.77	View chart
Costco Wholesale Corporation (COST)	0.0	$104k		120.00	862.34	View chart
Advanced Micro Devices (AMD)	0.0	$102k		475.00	214.16	View chart
Norfolk Southern (NSC)	0.0	$96k		332.00	288.72	View chart
Enterprise Products Partners (EPD)	0.0	$96k		3.0k	32.06	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$94k		1.2k	77.68	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$91k		200.00	453.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$91k	+15%	797.00	113.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$89k		763.00	117.21	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$89k		610.00	146.58	View chart
Raytheon Technologies Corp (RTX)	0.0	$86k		469.00	183.40	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$83k		5.9k	14.10	View chart
Ge Aerospace Com New (GE)	0.0	$81k		262.00	308.03	View chart
Goldman Sachs (GS)	0.0	$79k		90.00	879.00	View chart
First Commonwealth Financial (FCF)	0.0	$79k		4.7k	16.86	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$79k		3.5k	22.32	View chart
Bank of America Corporation (BAC)	0.0	$79k		1.4k	54.99	View chart
Caterpillar (CAT)	0.0	$78k		136.00	572.88	View chart
Netflix (NFLX)	0.0	$76k	+900%	810.00	93.76	View chart
Wells Fargo & Company (WFC)	0.0	$75k		804.00	93.20	View chart
Abbvie (ABBV)	0.0	$72k		314.00	228.49	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$71k		2.4k	28.82	View chart
Cisco Systems (CSCO)	0.0	$68k		886.00	77.03	View chart
Union Pacific Corporation (UNP)	0.0	$68k		292.00	231.32	View chart
Strategy Cl A New (MSTR)	0.0	$67k		441.00	151.95	View chart
Morgan Stanley Com New (MS)	0.0	$67k		377.00	177.53	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$63k	+40%	2.2k	29.29	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$63k		1.2k	53.83	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$62k		774.00	79.84	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$62k		717.00	85.91	View chart
Lowe's Companies (LOW)	0.0	$61k		253.00	241.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$61k	+78%	125.00	487.09	View chart
Arista Networks Com Shs (ANET)	0.0	$60k		460.00	131.03	View chart
Prudential Financial (PRU)	0.0	$60k	-16%	533.00	112.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$60k		237.00	252.49	View chart
H.B. Fuller Company (FUL)	0.0	$60k		1.0k	59.46	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$59k		461.00	128.83	View chart
CSX Corporation (CSX)	0.0	$59k	-6%	1.6k	36.25	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$58k		495.00	117.72	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$57k		434.00	132.37	View chart
Pepsi (PEP)	0.0	$57k		399.00	143.68	View chart
Paychex (PAYX)	0.0	$57k		504.00	112.18	View chart
Palantir Technologies Cl A (PLTR)	0.0	$56k		317.00	177.75	View chart
Strategy Series A Perp Pf (STRK)	0.0	$53k	+2%	673.00	78.76	View chart
Trane Technologies SHS (TT)	0.0	$53k		135.00	388.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$52k		505.00	102.54	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$51k		541.00	94.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$51k	+100%	424.00	119.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$50k		1.1k	46.80	View chart
Linde SHS (LIN)	0.0	$50k		117.00	426.39	View chart
Phillips 66 (PSX)	0.0	$50k		385.00	129.04	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$49k		400.00	121.93	View chart
Broadcom (AVGO)	0.0	$49k	-15%	140.00	346.61	View chart
Waste Management (WM)	0.0	$48k		219.00	219.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$48k		284.00	167.94	View chart
Boeing Company (BA)	0.0	$47k		215.00	217.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$46k		547.00	84.64	View chart
Vanguard World Health Car Etf (VHT)	0.0	$46k		160.00	287.85	View chart
Lockheed Martin Corporation (LMT)	0.0	$46k		95.00	483.67	View chart
Visa Com Cl A (V)	0.0	$45k		129.00	350.95	View chart
Jacobs Engineering Group (J)	0.0	$45k		336.00	132.46	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$45k		1.0k	44.47	View chart
Danaher Corporation (DHR)	0.0	$43k		188.00	228.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$43k		1.3k	32.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$43k	+130%	856.00	49.65	View chart
SYSCO Corporation (SYY)	0.0	$42k		570.00	73.66	View chart
Ge Vernova (GEV)	0.0	$42k		64.00	653.58	View chart
Coreweave Com Cl A (CRWV)	0.0	$42k	NEW	584.00	71.61	View chart
Raymond James Financial (RJF)	0.0	$41k	-10%	258.00	160.59	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$41k		925.00	44.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$40k		418.00	96.27	View chart
Intuit (INTU)	0.0	$40k		60.00	662.43	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$39k		420.00	92.28	View chart
Evergy (EVRG)	0.0	$39k		534.00	72.49	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$38k		86.00	444.59	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$38k		3.7k	10.12	View chart
S&T Ban (STBA)	0.0	$37k		950.00	39.35	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$37k		1.2k	30.54	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$36k		841.00	42.58	View chart
AFLAC Incorporated (AFL)	0.0	$36k	-15%	322.00	110.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$35k		739.00	47.94	View chart
Metropcs Communications (TMUS)	0.0	$35k		174.00	203.04	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$35k	-2%	524.00	67.22	View chart
Merck & Co (MRK)	0.0	$34k		327.00	105.26	View chart
Vaneck Ethereum Tr SHS (ETHV)	0.0	$34k		792.00	43.44	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$34k		300.00	113.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$33k	+77%	331.00	99.88	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$33k		1.8k	17.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$32k		1.0k	30.96	View chart
Fair Isaac Corporation (FICO)	0.0	$32k		19.00	1690.63	View chart
Honeywell International (HON)	0.0	$32k		164.00	195.09	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$31k		240.00	130.66	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$31k		477.00	65.55	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$31k		2.3k	13.24	View chart
Clorox Company (CLX)	0.0	$31k	-23%	303.00	100.83	View chart
Paypal Holdings (PYPL)	0.0	$31k		522.00	58.38	View chart
Intercontinental Exchange (ICE)	0.0	$30k		185.00	161.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$30k		334.00	89.46	View chart
Capital One Financial (COF)	0.0	$30k		122.00	242.36	View chart
Eaton Corp SHS (ETN)	0.0	$29k		92.00	318.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$29k		200.00	143.52	View chart
Exelon Corporation (EXC)	0.0	$29k		656.00	43.59	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 Q4 filed Jan. 14, 2026
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

View all past filings

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