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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, AVUV, SCHR, DFUV, and represent 43.98% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: DFAS, AVUV, AVLV, DFAI, SCHH, SCHR, SCHM, AVDV, DFAE, USRT.
Started 22 new stock positions in Imperial Pete, SCHG, BWMN, Knife River Corp, CHPT, C3is, DKNG, NSA, SVXY, MNMD. UBS, SHOP, WAL, CTO, VT, BNGO, AVGE, PKST, NIO, EVRG, ITA, CLB.
Reduced shares in these 10 stocks: VOO, VONV, SCHV, DFUV, SLYV, SCHA, IVV, AAPL, BSV, AVSC.
Sold out of its positions in AX, CALX, MODG, Canadian Pacific Railway, CTAS, CLH, CLF, DKS, DOCU, D.
Moisand Fitzgerald Tamayo was a net buyer of stock by $7.3M.
Moisand Fitzgerald Tamayo has $489M in assets under management (AUM), dropping by 4.48%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 750 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Moisand Fitzgerald Tamayo has 750 total positions. Only the first 250 positions are shown.

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Download the Moisand Fitzgerald Tamayo June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	16.9	$83M		3.0M	27.32	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	8.9	$43M	+8%	792k	54.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	8.1	$39M	+8%	508k	77.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	5.3	$26M	+4%	525k	49.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.9	$24M		694k	34.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.5	$22M	+2%	309k	71.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.2	$21M	+2%	358k	57.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.6	$18M		342k	52.11	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.6	$18M	+7%	910k	19.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.2	$16M	-2%	39k	407.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$14M		32k	445.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$12M	+2%	497k	23.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.2	$11M		237k	46.39	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.8	$8.9M		186k	48.06	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.8	$8.6M	+25%	161k	53.35	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.7	$8.2M		350k	23.31	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.6	$7.8M		275k	28.29	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.4	$6.9M		150k	45.89	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.1	$5.3M	+3%	103k	51.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.8	$4.1M		171k	24.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$4.0M		17k	243.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$4.0M		18k	220.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.5M		16k	220.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.3M		23k	142.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$3.2M	-2%	96k	32.85	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$3.1M		54k	57.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$2.9M	-11%	43k	67.09	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$2.9M	-2%	60k	48.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$2.9M		80k	35.65	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.5	$2.4M		84k	28.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$2.4M		12k	198.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$2.3M	-8%	43k	54.41	View chart
Apple (AAPL)	0.5	$2.2M	-10%	12k	193.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$2.1M	-13%	48k	43.80	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$1.9M	-14%	25k	77.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.6M		30k	52.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.6M	-11%	9.7k	161.19	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$1.5M		5.9k	254.48	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	-3%	3.4k	340.53	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.1M		11k	109.30	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$1.1M	-26%	16k	69.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.1M		45k	23.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.0M	-3%	2.3k	443.19	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1000k	-17%	22k	45.63	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$972k	+10%	38k	25.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$951k		5.1k	187.27	View chart
L3harris Technologies (LHX)	0.2	$943k		4.8k	195.77	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$926k	-7%	43k	21.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$923k	-9%	5.6k	165.41	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$901k		27k	33.77	View chart
Johnson & Johnson (JNJ)	0.2	$892k		5.4k	165.52	View chart
Exxon Mobil Corporation (XOM)	0.2	$889k		8.3k	107.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$884k	+2%	8.9k	99.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$854k		10k	83.56	View chart
NVIDIA Corporation (NVDA)	0.2	$813k		1.9k	423.02	View chart
Deere & Company (DE)	0.2	$808k		2.0k	405.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$805k	-6%	3.1k	261.50	View chart
Nextera Energy (NEE)	0.2	$751k		10k	74.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$724k		3.6k	202.72	View chart
Home Depot (HD)	0.1	$654k	-4%	2.1k	310.71	View chart
Walt Disney Company (DIS)	0.1	$629k		7.0k	89.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$598k		8.2k	72.50	View chart
Truist Financial Corp equities (TFC)	0.1	$586k		19k	30.35	View chart
Procter & Gamble Company (PG)	0.1	$513k	-2%	3.4k	151.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$492k	-27%	1.4k	341.00	View chart
Coca-Cola Company (KO)	0.1	$475k		7.9k	60.22	View chart
Wec Energy Group (WEC)	0.1	$444k		5.0k	88.24	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$443k	-15%	10k	43.20	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$433k		7.3k	58.98	View chart
Oracle Corporation (ORCL)	0.1	$428k		3.6k	119.09	View chart
American Express Company (AXP)	0.1	$428k	-3%	2.5k	174.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$417k	+6%	15k	27.15	View chart
Texas Instruments Incorporated (TXN)	0.1	$417k		2.3k	180.02	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$412k		17k	24.37	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$401k	-8%	12k	32.54	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$380k	-11%	3.4k	110.48	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$360k		5.7k	63.60	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$358k	-37%	4.7k	75.57	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$356k	-15%	3.9k	90.45	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$327k	-17%	8.4k	38.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$326k		1.1k	308.58	View chart
Hilton Worldwide Holdings (HLT)	0.1	$318k		2.2k	145.55	View chart
Pfizer (PFE)	0.1	$317k		8.6k	36.68	View chart
Starbucks Corporation (SBUX)	0.1	$302k		3.0k	99.07	View chart
TJX Companies (TJX)	0.1	$297k		3.5k	84.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$270k	-4%	3.6k	75.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$260k		1.8k	140.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$253k		3.6k	70.48	View chart
Wal-Mart Stores (WMT)	0.1	$252k	-6%	1.6k	157.18	View chart
McDonald's Corporation (MCD)	0.1	$249k	-5%	834.00	298.41	View chart
Darden Restaurants (DRI)	0.0	$244k		1.5k	167.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$238k		2.4k	97.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$230k		1.0k	229.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$226k		4.2k	53.81	View chart
Northrop Grumman Corporation (NOC)	0.0	$224k		492.00	455.80	View chart
Tesla Motors (TSLA)	0.0	$220k	-11%	841.00	261.77	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$212k		2.8k	75.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$203k		3.9k	51.70	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$203k	-5%	1.9k	106.73	View chart
Palo Alto Networks (PANW)	0.0	$194k		760.00	255.51	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$192k	-7%	6.3k	30.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$191k		556.00	343.85	View chart
Qualcomm (QCOM)	0.0	$183k		1.5k	119.04	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$176k	-3%	3.6k	48.93	View chart
Verizon Communications (VZ)	0.0	$171k		4.6k	37.19	View chart
PNC Financial Services (PNC)	0.0	$170k		1.3k	125.95	View chart
At&t (T)	0.0	$169k		11k	15.95	View chart
Royal Caribbean Cruises (RCL)	0.0	$165k	+5%	1.6k	103.74	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$159k		1.4k	113.30	View chart
Meta Platforms Cl A (META)	0.0	$149k	-5%	520.00	286.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$149k		943.00	157.83	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$145k	-2%	1.5k	95.12	View chart
Paychex (PAYX)	0.0	$145k		1.3k	111.87	View chart
Southside Bancshares (SBSI)	0.0	$138k		5.3k	26.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$133k		819.00	162.43	View chart
Valero Energy Corporation (VLO)	0.0	$117k		1.0k	117.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$115k		948.00	120.97	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$111k		250.00	442.16	View chart
JPMorgan Chase & Co. (JPM)	0.0	$109k	-7%	747.00	145.44	View chart
UnitedHealth (UNH)	0.0	$108k	-31%	224.00	480.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$105k	-20%	876.00	119.70	View chart
United Cmnty Bks Ga Cap Stk (UCBI)	0.0	$102k		4.1k	24.99	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$101k		1.1k	95.41	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$100k		1.8k	55.57	View chart
Marriott Intl Cl A (MAR)	0.0	$100k	+9%	545.00	183.83	View chart
Chevron Corporation (CVX)	0.0	$99k	-15%	631.00	157.36	View chart
Amazon (AMZN)	0.0	$99k	-47%	756.00	130.36	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$98k		2.4k	41.35	View chart
Bristol Myers Squibb (BMY)	0.0	$97k		1.5k	63.95	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$94k		3.2k	28.79	View chart
ConocoPhillips (COP)	0.0	$91k		875.00	103.61	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$90k		1.2k	74.17	View chart
General Mills (GIS)	0.0	$89k		1.2k	76.70	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$85k		1.2k	72.94	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$85k		5.9k	14.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$85k		652.00	130.64	View chart
Pepsi (PEP)	0.0	$84k		454.00	185.40	View chart
Eli Lilly & Co. (LLY)	0.0	$82k		175.00	468.98	View chart
Enterprise Products Partners (EPD)	0.0	$79k	-2%	3.0k	26.35	View chart
Boeing Company (BA)	0.0	$78k	-2%	370.00	211.16	View chart
Norfolk Southern (NSC)	0.0	$78k		344.00	226.76	View chart
Prudential Financial (PRU)	0.0	$76k		864.00	88.22	View chart
Duke Energy Corp Com New (DUK)	0.0	$76k		848.00	89.74	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$76k		1.2k	65.44	View chart
International Business Machines (IBM)	0.0	$75k		563.00	133.81	View chart
Becton, Dickinson and (BDX)	0.0	$75k	-6%	285.00	264.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$75k		2.4k	30.93	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$70k		200.00	351.91	View chart
South State Corporation (SSB)	0.0	$70k		1.1k	65.80	View chart
CSX Corporation (CSX)	0.0	$68k		2.0k	34.10	View chart
Raytheon Technologies Corp (RTX)	0.0	$68k		690.00	97.96	View chart
Southern Company (SO)	0.0	$67k	+110%	957.00	70.25	View chart
Nike CL B (NKE)	0.0	$66k	-24%	601.00	110.33	View chart
Costco Wholesale Corporation (COST)	0.0	$66k		122.00	538.61	View chart
Merck & Co (MRK)	0.0	$65k	-26%	559.00	115.40	View chart
Raymond James Financial (RJF)	0.0	$63k		606.00	103.77	View chart
United Parcel Service CL B (UPS)	0.0	$61k		338.00	179.25	View chart
Union Pacific Corporation (UNP)	0.0	$60k		292.00	204.62	View chart
First Commonwealth Financial (FCF)	0.0	$59k		4.7k	12.65	View chart
Marathon Petroleum Corp (MPC)	0.0	$59k		505.00	116.60	View chart
Lowe's Companies (LOW)	0.0	$57k		253.00	225.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$56k		204.00	275.18	View chart
Advanced Micro Devices (AMD)	0.0	$54k		475.00	113.91	View chart
3M Company (MMM)	0.0	$53k		525.00	100.09	View chart
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP)	0.0	$52k		837.00	62.32	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$52k		213.00	244.82	View chart
Bank of America Corporation (BAC)	0.0	$52k		1.8k	28.69	View chart
Cisco Systems (CSCO)	0.0	$51k		994.00	51.74	View chart
Walgreen Boots Alliance (WBA)	0.0	$51k		1.8k	28.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$51k		474.00	107.62	View chart
Direxion Shs Etf Tr Dly Fin Bull New (FAS)	0.0	$51k		800.00	63.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$51k	+18%	812.00	62.60	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$51k	-4%	603.00	84.17	View chart
Comcast Corp Cl A (CMCSA)	0.0	$50k		1.2k	41.55	View chart
FARO Technologies (FARO)	0.0	$49k		3.0k	16.20	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$47k	-43%	774.00	60.94	View chart
Proshares Tr Shrt Russell2000 (RWM)	0.0	$47k	+88%	2.0k	22.83	View chart
Dupont De Nemours (DD)	0.0	$46k		648.00	71.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$46k		1.1k	40.68	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$45k	-11%	4.4k	10.28	View chart
Danaher Corporation (DHR)	0.0	$45k		188.00	240.00	View chart
Clearpoint Neuro (CLPT)	0.0	$45k		6.2k	7.24	View chart
Linde SHS (LIN)	0.0	$45k		117.00	381.09	View chart
Hldgs (UAL)	0.0	$44k		800.00	54.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$44k		946.00	46.18	View chart
Carrier Global Corporation (CARR)	0.0	$43k		872.00	49.71	View chart
Proshares Tr Pshs Sh Msci Eaf (EFZ)	0.0	$43k		2.4k	17.97	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$43k		376.00	114.93	View chart
Smucker J M Com New (SJM)	0.0	$43k		289.00	147.67	View chart
Wells Fargo & Company (WFC)	0.0	$42k		982.00	42.68	View chart
Morgan Stanley Com New (MS)	0.0	$41k		484.00	85.40	View chart
Abbvie (ABBV)	0.0	$40k		294.00	134.73	View chart
Eaton Corp SHS (ETN)	0.0	$39k		194.00	201.10	View chart
Paypal Holdings (PYPL)	0.0	$38k	-6%	576.00	66.73	View chart
Waste Management (WM)	0.0	$38k		219.00	173.42	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$37k		850.00	43.65	View chart
MetLife (MET)	0.0	$37k	-3%	652.00	56.54	View chart
Netflix (NFLX)	0.0	$36k		81.00	440.49	View chart
BP Sponsored Adr (BP)	0.0	$35k		990.00	35.28	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$35k		200.00	173.86	View chart
salesforce (CRM)	0.0	$35k	-37%	164.00	211.26	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$35k		1.8k	18.75	View chart
Honeywell International (HON)	0.0	$34k		164.00	207.50	View chart
Oxford Square Ca (OXSQ)	0.0	$34k	+3%	13k	2.65	View chart
Caterpillar (CAT)	0.0	$34k	-42%	136.00	246.05	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$33k		400.00	83.20	View chart
Exelon Corporation (EXC)	0.0	$33k		815.00	40.74	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$33k	-3%	2.6k	12.54	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$33k		240.00	136.91	View chart
Proshares Tr Bitcoin Strate (BITO)	0.0	$33k		1.9k	16.98	View chart
Dow (DOW)	0.0	$32k	-3%	609.00	53.26	View chart
The Necessity Retail Reit In Com Class A (RTL)	0.0	$32k		4.8k	6.76	View chart
Evergy (EVRG)	0.0	$31k	NEW	534.00	58.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$31k	+100%	200.00	152.25	View chart
General Electric Com New (GE)	0.0	$30k		275.00	109.85	View chart
Corteva (CTVA)	0.0	$30k		526.00	57.30	View chart
Lockheed Martin Corporation (LMT)	0.0	$30k		64.00	460.39	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$29k		399.00	71.60	View chart
Trane Technologies SHS (TT)	0.0	$28k		147.00	191.13	View chart
Intuit (INTU)	0.0	$28k		60.00	458.20	View chart
Devon Energy Corporation (DVN)	0.0	$27k		564.00	48.34	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$27k	-69%	869.00	30.99	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$27k	+36%	563.00	47.54	View chart
Motorola Solutions Com New (MSI)	0.0	$27k		91.00	293.29	View chart
AFLAC Incorporated (AFL)	0.0	$27k		381.00	69.80	View chart
Carnival Corp Common Stock (CCL)	0.0	$26k		1.4k	18.83	View chart
New York Community Ban (NYCB)	0.0	$26k		2.3k	11.24	View chart
S&T Ban (STBA)	0.0	$26k		950.00	27.19	View chart
Xylem (XYL)	0.0	$26k		229.00	112.62	View chart
Illinois Tool Works (ITW)	0.0	$26k		102.00	250.17	View chart
Ford Motor Company (F)	0.0	$25k		1.6k	15.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$25k		493.00	50.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$24k	NEW	326.00	74.95	View chart
Metropcs Communications (TMUS)	0.0	$24k		174.00	138.90	View chart
Colgate-Palmolive Company (CL)	0.0	$24k		310.00	77.04	View chart
Park Hotels & Resorts Inc-wi (PK)	0.0	$23k		1.8k	12.82	View chart
Otis Worldwide Corp (OTIS)	0.0	$23k		261.00	89.01	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$23k		503.00	46.16	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.0	$23k		1.7k	13.88	View chart
Digital World Acquisition Class A Com (DWAC)	0.0	$23k	+30%	1.8k	12.56	View chart
CVS Caremark Corporation (CVS)	0.0	$22k		323.00	69.13	View chart
Everest Re Group (RE)	0.0	$22k		64.00	341.88	View chart
Anthem (ELV)	0.0	$22k		49.00	444.31	View chart
Verisign (VRSN)	0.0	$22k		96.00	225.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$22k		289.00	74.33	View chart
Barings Bdc (BBDC)	0.0	$21k		2.7k	7.84	View chart
Airbnb Com Cl A (ABNB)	0.0	$21k	+6%	165.00	128.16	View chart
Intercontinental Exchange (ICE)	0.0	$21k		185.00	113.08	View chart
National Retail Properties (NNN)	0.0	$21k		481.00	42.79	View chart
Citigroup Com New (C)	0.0	$20k	+12%	442.00	46.04	View chart

Past Filings by Moisand Fitzgerald Tamayo

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

Moisand Fitzgerald Tamayo 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
Moisand Fitzgerald Tamayo 2020 Q3 filed Nov. 2, 2020
Moisand Fitzgerald Tamayo 2020 Q2 filed Aug. 7, 2020
Moisand Fitzgerald Tamayo 2020 Q1 filed May 13, 2020
Moisand Fitzgerald Tamayo 2019 Q4 filed Jan. 16, 2020
Moisand Fitzgerald Tamayo 2019 Q3 filed Nov. 1, 2019

View all past filings

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