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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, SCHR, SCHO, AVUV, and represent 55.01% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: AVLV (+$18M), SCHO (+$6.1M), SCHR (+$6.0M), DFAR, BOXX, DFAS, CBRE, GEV, NVDA, AVMV.
Started 15 new stock positions in MSIF, INTC, DOC, HBAN, WAT, VSNT, JEPI, La Rosa Hldgs Corp, XRPZ, ASML. MRAM, CBRE, SDIV, ON, Ishares Staked Ethereum Trust Etf.
Reduced shares in these 10 stocks: AVDV, AVUV, DFAI, DFUV, VOO, AVDE, DFAE, DFAT, DFAX, IVV.
Sold out of its positions in ADBE, AMT, Cadence Bank, Comerica Incorporated, ETH, IAU, IYR, IHI, La Rosa Hldgs Corp, MRVL. MU, NSA, XBIL, REXR, VCIT.
Moisand Fitzgerald Tamayo was a net buyer of stock by $24M.
Moisand Fitzgerald Tamayo has $931M in assets under management (AUM), dropping by 5.08%.
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 March 2026 quarterly 13F filing

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

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Download the Moisand Fitzgerald Tamayo March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.1	$140M		3.6M	38.96	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	11.8	$110M	+19%	1.4M	80.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	10.4	$97M	+6%	3.9M	24.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	10.2	$95M	+6%	3.9M	24.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.5	$70M		633k	110.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.4	$69M		970k	71.13	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.1	$38M	-5%	378k	99.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	3.7	$34M	+6%	1.4M	23.65	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	3.5	$33M		445k	74.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.8	$26M	-2%	545k	48.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.1	$20M		588k	33.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$15M		23k	653.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$13M	-3%	21k	597.54	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$12M	-2%	190k	62.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$10M	-2%	294k	33.97	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$8.2M		264k	30.96	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$5.9M	+19%	51k	116.29	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$5.6M	-2%	73k	76.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.4M		17k	320.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$4.7M		133k	35.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.7M	-4%	89k	52.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$4.6M		13k	356.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$4.3M	-9%	50k	84.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.9M	-5%	20k	196.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$3.7M		13k	287.18	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$3.7M		170k	21.49	View chart
Apple Call Call Option (Principal) (AAPL)	0.4	$3.4M		13k	253.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$2.9M		41k	70.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.8M	-5%	115k	24.75	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.3	$2.7M	+3%	15k	174.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.6M	-2%	35k	75.10	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$2.4M		40k	59.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.3M	-3%	8.9k	261.93	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$2.2M		62k	35.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.1M	-3%	27k	78.41	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.1M	-7%	27k	77.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.0M		71k	29.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$2.0M		5.5k	370.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.0M		79k	25.64	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.9M		9.1k	213.66	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.8M	-2%	61k	30.50	View chart
Microsoft Corporation (MSFT)	0.2	$1.8M		5.0k	370.17	View chart
L3harris Technologies (LHX)	0.2	$1.7M		5.0k	345.15	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.7M		43k	39.44	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$1.7M		27k	62.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.5M		2.3k	650.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.5M	-4%	7.0k	211.14	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M		8.5k	169.66	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.4M		8.9k	159.61	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$1.3M	-3%	14k	94.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M		5.2k	217.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M		4.5k	248.00	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M		4.5k	244.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$986k		7.9k	124.31	View chart
Deere & Company (DE)	0.1	$942k	-8%	1.7k	563.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$927k		3.1k	298.85	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$872k		15k	59.19	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$867k	-2%	19k	46.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$848k		13k	67.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$839k		8.3k	100.66	View chart
Woodward Governor Company (WWD)	0.1	$818k		2.3k	357.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$806k	-7%	1.7k	479.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$779k	-2%	8.0k	97.13	View chart
American Express Company (AXP)	0.1	$722k	-2%	2.4k	302.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$698k		7.9k	88.70	View chart
Hilton Worldwide Holdings (HLT)	0.1	$640k		2.1k	304.08	View chart
Valero Energy Corporation (VLO)	0.1	$636k		2.6k	247.12	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$631k		18k	35.78	View chart
Coca-Cola Company (KO)	0.1	$611k		8.0k	76.05	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$609k	-7%	8.1k	74.83	View chart
Truist Financial Corp equities (TFC)	0.1	$574k	-10%	13k	45.97	View chart
Wec Energy Group (WEC)	0.1	$566k		4.9k	115.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$547k		7.0k	78.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$532k	+2%	14k	38.86	View chart
TJX Companies (TJX)	0.1	$506k		3.2k	159.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$506k		2.6k	194.14	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$506k		5.7k	89.33	View chart
Oracle Corporation (ORCL)	0.1	$492k	-7%	3.3k	147.11	View chart
CRH Ord (CRH)	0.1	$483k		4.6k	105.12	View chart
Walt Disney Company (DIS)	0.1	$478k	-17%	5.0k	96.39	View chart
Wal-Mart Stores (WMT)	0.1	$466k		3.8k	124.28	View chart
Northrop Grumman Corporation (NOC)	0.0	$461k		675.00	682.24	View chart
Nextera Energy (NEE)	0.0	$437k		4.7k	92.88	View chart
Royal Caribbean Cruises (RCL)	0.0	$423k		1.5k	275.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$414k		3.7k	113.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$407k	-2%	8.9k	45.65	View chart
Home Depot (HD)	0.0	$398k	-2%	1.2k	328.89	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$379k		3.8k	100.98	View chart
Ionis Pharmaceuticals (IONS)	0.0	$376k		5.0k	75.09	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$373k		2.6k	145.79	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$334k		4.1k	80.58	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$333k		1.8k	189.59	View chart
Southern Copper Corporation (SCCO)	0.0	$304k		1.8k	172.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$301k		996.00	302.25	View chart
At&t (T)	0.0	$298k	+4%	10k	28.99	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$293k	-4%	2.6k	111.18	View chart
PNC Financial Services (PNC)	0.0	$276k		1.3k	208.09	View chart
Starbucks Corporation (SBUX)	0.0	$273k		3.0k	89.60	View chart
Jabil Circuit (JBL)	0.0	$272k		1.0k	265.63	View chart
ConocoPhillips (COP)	0.0	$266k		2.0k	132.02	View chart
Eli Lilly & Co. (LLY)	0.0	$265k		289.00	918.36	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$261k		7.1k	36.81	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$257k	-30%	9.0k	28.66	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$254k		549.00	463.19	View chart
Meta Platforms Cl A (META)	0.0	$253k	+2%	442.00	572.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$239k		832.00	286.86	View chart
McDonald's Corporation (MCD)	0.0	$237k		764.00	310.79	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$231k		4.4k	52.14	View chart
Qualcomm (QCOM)	0.0	$227k		1.8k	128.78	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$227k		1.5k	151.41	View chart
Amazon (AMZN)	0.0	$227k	-10%	1.1k	208.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$219k	-3%	2.9k	74.35	View chart
Pfizer (PFE)	0.0	$218k		7.8k	28.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$215k		676.00	318.07	View chart
Palo Alto Networks (PANW)	0.0	$210k		1.3k	160.35	View chart
Chevron Corporation (CVX)	0.0	$208k		1.0k	206.91	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$204k	-6%	4.2k	48.32	View chart
Southstate Bk Corp (SSB)	0.0	$201k		2.2k	92.52	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$193k		975.00	198.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$188k	-16%	2.9k	64.08	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$186k		3.3k	56.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$180k	+3%	626.00	287.44	View chart
Verizon Communications (VZ)	0.0	$178k		3.5k	50.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$174k		250.00	697.72	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$171k	+22%	11k	15.83	View chart
Cbre Group Cl A (CBRE)	0.0	$167k	NEW	1.2k	135.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$163k		763.00	213.67	View chart
Ge Vernova (GEV)	0.0	$162k	+189%	185.00	872.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$148k		688.00	215.06	View chart
JPMorgan Chase & Co. (JPM)	0.0	$146k		496.00	294.16	View chart
Darden Restaurants (DRI)	0.0	$143k		730.00	196.04	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$133k		2.9k	45.89	View chart
Tesla Motors (TSLA)	0.0	$131k		352.00	371.81	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$128k		4.1k	31.49	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$127k	-6%	609.00	208.05	View chart
Procter & Gamble Company (PG)	0.0	$126k		870.00	144.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$120k	-30%	4.8k	25.10	View chart
Costco Wholesale Corporation (COST)	0.0	$120k		120.00	996.43	View chart
Southside Bancshares (SBSI)	0.0	$118k		3.8k	31.09	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$118k		1.1k	111.37	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$117k		3.2k	35.94	View chart
Enterprise Products Partners (EPD)	0.0	$113k		3.0k	37.84	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$112k		1.8k	61.89	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$108k	-2%	2.6k	42.23	View chart
International Business Machines (IBM)	0.0	$107k		443.00	242.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$106k		2.0k	54.06	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$105k	-6%	986.00	106.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$101k		174.00	578.80	View chart
Duke Energy Corp Com New (DUK)	0.0	$100k		763.00	130.94	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$99k		1.2k	81.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$99k		744.00	132.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$98k	+4%	829.00	118.47	View chart
Advanced Micro Devices (AMD)	0.0	$97k		475.00	203.43	View chart
Caterpillar (CAT)	0.0	$96k		136.00	708.46	View chart
Norfolk Southern (NSC)	0.0	$95k		332.00	287.00	View chart
Direxion Shares Etf Trust Daily Financial (FAS)	0.0	$95k		800.00	118.50	View chart
Lockheed Martin Corporation (LMT)	0.0	$93k	+61%	153.00	604.39	View chart
General Mills (GIS)	0.0	$91k		2.5k	37.22	View chart
Raytheon Technologies Corp (RTX)	0.0	$91k		469.00	192.90	View chart
UnitedHealth (UNH)	0.0	$90k		331.00	270.59	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$89k		200.00	446.54	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$85k		5.9k	14.35	View chart
First Commonwealth Financial (FCF)	0.0	$83k		4.7k	17.58	View chart
Netflix (NFLX)	0.0	$78k		810.00	96.15	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$77k		610.00	125.46	View chart
Servicenow (NOW)	0.0	$76k		730.00	104.55	View chart
Goldman Sachs (GS)	0.0	$76k		90.00	846.00	View chart
Bank America Corp Call Call Option (Principal) (BAC)	0.0	$75k	+7%	1.5k	48.75	View chart
Ge Aerospace Com New (GE)	0.0	$74k		262.00	283.77	View chart
Union Pacific Corporation (UNP)	0.0	$71k		292.00	242.62	View chart
Phillips 66 (PSX)	0.0	$70k		385.00	182.18	View chart
Cisco Systems (CSCO)	0.0	$69k		886.00	77.59	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$68k		2.5k	27.46	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$67k		1.2k	57.64	View chart
CSX Corporation (CSX)	0.0	$67k		1.6k	41.05	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$66k		3.5k	18.70	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$65k	+2%	733.00	88.02	View chart
Wells Fargo & Company (WFC)	0.0	$64k		804.00	79.61	View chart
Abbvie (ABBV)	0.0	$64k	-6%	294.00	217.49	View chart
Pepsi (PEP)	0.0	$62k		401.00	155.45	View chart
Morgan Stanley Com New (MS)	0.0	$62k		377.00	164.57	View chart
H.B. Fuller Company (FUL)	0.0	$62k		1.0k	61.68	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$61k		774.00	78.77	View chart
Lowe's Companies (LOW)	0.0	$60k		253.00	236.28	View chart
Linde SHS (LIN)	0.0	$58k		117.00	495.76	View chart
Arista Networks Com Shs (ANET)	0.0	$57k		460.00	122.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$56k		237.00	237.36	View chart
Trane Technologies SHS (TT)	0.0	$56k		135.00	416.42	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$56k		461.00	121.19	View chart
Strategy Cl A New (MSTR)	0.0	$55k		441.00	124.80	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$55k		495.00	110.86	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$54k		434.00	125.13	View chart
Prudential Financial (PRU)	0.0	$52k		533.00	97.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$52k		505.00	102.25	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$51k		400.00	127.73	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$51k		541.00	93.31	View chart
Waste Management (WM)	0.0	$50k		219.00	229.79	View chart
Palantir Technologies Cl A (PLTR)	0.0	$49k	+5%	335.00	146.28	View chart
Strategy Series A Perp Pf (STRK)	0.0	$49k	+2%	692.00	70.70	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$48k		1.1k	45.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$47k		547.00	86.64	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$47k		925.00	50.80	View chart
Paychex (PAYX)	0.0	$46k		504.00	92.12	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$46k		424.00	108.98	View chart
Coreweave Com Cl A (CRWV)	0.0	$45k		584.00	77.47	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$44k		284.00	155.11	View chart
Evergy (EVRG)	0.0	$44k		534.00	81.92	View chart
Vanguard World Health Car Etf (VHT)	0.0	$44k		160.00	272.33	View chart
Broadcom (AVGO)	0.0	$43k		140.00	309.96	View chart
Boeing Company (BA)	0.0	$43k		215.00	199.03	View chart
Jacobs Engineering Group (J)	0.0	$43k		336.00	127.28	View chart
SYSCO Corporation (SYY)	0.0	$41k		570.00	71.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$41k		418.00	97.23	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$40k		1.0k	40.19	View chart
S&T Ban (STBA)	0.0	$40k		950.00	41.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$39k		420.00	93.79	View chart
Merck & Co (MRK)	0.0	$39k		327.00	120.29	View chart
Visa Com Cl A (V)	0.0	$39k		128.00	302.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$38k		1.3k	29.13	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$38k		3.7k	10.15	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$38k	-40%	1.3k	29.18	View chart
Raymond James Financial (RJF)	0.0	$37k		258.00	144.79	View chart
Honeywell International (HON)	0.0	$37k		164.00	226.03	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$37k		524.00	69.75	View chart
Metropcs Communications (TMUS)	0.0	$37k		174.00	210.03	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$36k		847.00	42.24	View chart
Danaher Corporation (DHR)	0.0	$36k		188.00	189.60	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$36k		741.00	47.89	View chart
AFLAC Incorporated (AFL)	0.0	$35k		322.00	109.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$35k		86.00	407.70	View chart
Qnity Electronics Common Stock (Q)	0.0	$34k		297.00	115.38	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$33k		477.00	69.90	View chart
Eaton Corp SHS (ETN)	0.0	$33k		92.00	357.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$32k	-40%	74.00	436.80	View chart
Exelon Corporation (EXC)	0.0	$32k		656.00	49.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$32k		1.0k	30.32	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$32k		1.8k	17.11	View chart
Clorox Company (CLX)	0.0	$31k		303.00	103.63	View chart
Carnival Corp Common Stock (CCL)	0.0	$31k		1.2k	25.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$30k		334.00	90.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$30k		200.00	148.10	View chart
Intercontinental Exchange (ICE)	0.0	$29k		185.00	157.28	View chart
BP Sponsored Adr (BP)	0.0	$29k		608.00	47.00	View chart
Huntington Ingalls Inds (HII)	0.0	$29k		75.00	379.91	View chart
M&T Bank Corporation (MTB)	0.0	$27k		132.00	206.73	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$27k		240.00	111.42	View chart
Illinois Tool Works (ITW)	0.0	$27k		102.00	260.29	View chart
Valley National Ban (VLY)	0.0	$26k		2.1k	12.28	View chart
Intuit (INTU)	0.0	$26k		60.00	432.38	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$26k		178.00	144.71	View chart

Past Filings by Moisand Fitzgerald Tamayo

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

Moisand Fitzgerald Tamayo 2026 Q1 filed April 14, 2026
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

View all past filings

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