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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, DFAS, and represent 54.28% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: SCHR, SCHO, DFAI, VO, DFAS, AVMV, FFLC, AVDV, TSLA, DFAR.
Started 32 new stock positions in DD, COHR, SUB, BLK, SKM, VET, EOG, SPCX, CVE, FDD.
Reduced shares in these 10 stocks: DFUV, AAPL, IVV, VOO, SPYM, DFAT, AVLV, SCHM, , AVUV.
Sold out of its positions in BLOK, CBRE, CTRA, Carnival Corporation, FIX, CRWD, Dupont De Nemours, Honeywell International, La Rosa Hldgs Corp, ROP. VST, ASML.
Moisand Fitzgerald Tamayo was a net buyer of stock by $18M.
Moisand Fitzgerald Tamayo has $1.0B in assets under management (AUM), dropping by 10.04%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 535 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Moisand Fitzgerald Tamayo has 535 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	14.9	$152M	+2%	3.7M	41.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	12.1	$124M		1.4M	91.21	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	9.8	$101M	+4%	4.1M	24.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	9.6	$99M	+4%	4.1M	24.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.9	$81M		980k	82.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.7	$79M		632k	124.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.9	$40M		384k	103.05	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	3.7	$38M		1.5M	26.16	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	3.6	$37M		454k	80.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$29M		535k	55.01	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$24M		590k	40.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$17M	-2%	22k	748.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$14M	-2%	21k	686.82	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.3	$13M		187k	69.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$11M		291k	36.84	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$9.6M		260k	36.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$6.5M	+3%	18k	370.04	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$6.2M	+4%	53k	117.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$6.1M	-4%	70k	87.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$5.2M	-2%	13k	409.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$4.8M	-2%	130k	37.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.7M	-2%	87k	54.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$4.4M		50k	89.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$4.3M		20k	217.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$4.2M	+296%	52k	80.57	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$4.0M		168k	23.68	View chart
Lam Research Corp Com New (LRCX)	0.4	$3.9M		9.1k	433.33	View chart
Apple Call Call Option (Principal) (AAPL)	0.3	$3.5M	-10%	12k	289.36	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$3.4M		41k	81.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.1M	-2%	112k	27.70	View chart
NVIDIA Corporation (NVDA)	0.3	$3.0M		15k	200.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.9M		35k	83.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.7M		9.0k	303.11	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$2.6M		39k	67.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.5M	-2%	69k	36.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$2.4M		62k	38.79	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$2.3M		5.5k	426.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.3M		79k	29.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$2.1M		27k	77.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$2.1M		27k	76.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.1M		60k	34.81	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.2	$2.0M		27k	73.34	View chart
Microsoft Corporation (MSFT)	0.2	$1.9M	+2%	5.1k	373.05	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.8M		8.9k	200.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.7M		43k	40.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.7M		2.3k	746.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M		6.9k	227.08	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$1.5M		14k	109.11	View chart
L3harris Technologies (LHX)	0.1	$1.4M		5.0k	290.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.3M	-2%	4.4k	300.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.3M		5.2k	243.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M		7.9k	148.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M		8.5k	136.72	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M		4.5k	253.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M		3.1k	343.91	View chart
Deere & Company (DE)	0.1	$1.1M		1.7k	634.33	View chart
Woodward Governor Company (WWD)	0.1	$973k		2.3k	425.45	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$970k		15k	66.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$968k		13k	77.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$853k	-4%	18k	48.12	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$846k		8.4k	100.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$841k		1.7k	500.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$831k		8.0k	103.88	View chart
American Express Company (AXP)	0.1	$824k	+2%	2.4k	338.25	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$759k		18k	42.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$758k	-2%	2.5k	298.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$756k		7.8k	96.43	View chart
Hilton Worldwide Holdings (HLT)	0.1	$695k		2.1k	330.46	View chart
Tesla Motors (TSLA)	0.1	$674k	+355%	1.6k	420.60	View chart
Coca-Cola Company (KO)	0.1	$666k		8.2k	81.27	View chart
Valero Energy Corporation (VLO)	0.1	$656k	-2%	2.5k	260.49	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.1	$640k	NEW	11k	58.91	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$616k		14k	44.36	View chart
Truist Financial Corp equities (TFC)	0.1	$591k	-4%	12k	49.82	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$574k		7.0k	82.27	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$572k	-9%	7.4k	77.42	View chart
Wec Energy Group (WEC)	0.1	$571k		4.9k	116.77	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$546k		5.7k	96.32	View chart
Oracle Corporation (ORCL)	0.1	$533k	+8%	3.6k	146.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$501k		3.6k	137.53	View chart
CRH Ord (CRH)	0.0	$491k		4.6k	107.00	View chart
Royal Caribbean Cruises (RCL)	0.0	$488k		1.5k	317.53	View chart
TJX Companies (TJX)	0.0	$468k	-2%	3.1k	151.50	View chart
Walt Disney Company (DIS)	0.0	$465k	-2%	4.8k	96.26	View chart
Palo Alto Networks (PANW)	0.0	$447k		1.3k	341.02	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$438k	-2%	8.7k	50.39	View chart
Home Depot (HD)	0.0	$428k		1.2k	352.78	View chart
Nextera Energy (NEE)	0.0	$426k	+3%	4.9k	87.77	View chart
Wal-Mart Stores (WMT)	0.0	$425k		3.8k	113.26	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$424k	+7%	2.7k	154.29	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.0	$423k		3.7k	112.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$400k		4.1k	96.49	View chart
Ionis Pharmaceuticals (IONS)	0.0	$397k		5.0k	79.29	View chart
Jabil Circuit (JBL)	0.0	$394k		1.0k	385.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$389k		1.8k	221.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$364k		996.00	365.70	View chart
Eli Lilly & Co. (LLY)	0.0	$346k		289.00	1198.05	View chart
Northrop Grumman Corporation (NOC)	0.0	$344k		675.00	509.31	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$337k		2.6k	128.08	View chart
PNC Financial Services (PNC)	0.0	$327k		1.3k	246.22	View chart
Qualcomm (QCOM)	0.0	$317k	-2%	1.7k	184.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$313k	+49%	4.4k	71.25	View chart
Starbucks Corporation (SBUX)	0.0	$311k		3.0k	102.20	View chart
Southern Copper Corporation (SCCO)	0.0	$311k		1.8k	174.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$309k	+140%	419.00	737.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$307k	+4%	869.00	353.33	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$287k		549.00	522.39	View chart
Advanced Micro Devices (AMD)	0.0	$276k		475.00	580.91	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.0	$255k		9.0k	28.39	View chart
Meta Platforms Cl A (META)	0.0	$254k	+2%	451.00	563.71	View chart
Amazon (AMZN)	0.0	$248k	-4%	1.0k	238.34	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$247k		676.00	365.87	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$246k		4.4k	55.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$239k	+700%	2.0k	119.52	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$239k		4.1k	57.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$235k	+5%	658.00	357.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$235k		1.5k	156.30	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$226k		7.1k	31.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$224k		2.9k	76.54	View chart
Ge Vernova (GEV)	0.0	$217k		185.00	1174.86	View chart
Southstate Bk Corp (SSB)	0.0	$217k		2.2k	99.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$216k	+32%	913.00	236.62	View chart
McDonald's Corporation (MCD)	0.0	$216k	+4%	798.00	270.31	View chart
At&t (T)	0.0	$213k		10k	20.70	View chart
ConocoPhillips (COP)	0.0	$210k		2.0k	103.97	View chart
Pfizer (PFE)	0.0	$187k		7.8k	24.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$186k	-6%	3.1k	60.79	View chart
JPMorgan Chase & Co. (JPM)	0.0	$185k	+14%	566.00	327.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$185k		763.00	242.43	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$174k		609.00	285.58	View chart
Chevron Corporation (CVX)	0.0	$167k		1.0k	165.77	View chart
Darden Restaurants (DRI)	0.0	$150k		730.00	206.01	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$150k	+41%	1.4k	107.62	View chart
Verizon Communications (VZ)	0.0	$150k		3.5k	42.34	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$146k	NEW	2.9k	51.05	View chart
Caterpillar (CAT)	0.0	$145k		136.00	1064.90	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$143k		4.1k	35.09	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$142k		744.00	190.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$139k		4.8k	28.96	View chart
UnitedHealth (UNH)	0.0	$138k		331.00	415.63	View chart
Southside Bancshares (SBSI)	0.0	$134k		3.8k	35.19	View chart
International Business Machines (IBM)	0.0	$134k	+7%	475.00	281.21	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$132k		3.2k	40.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$132k		1.1k	124.42	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$131k		2.9k	45.34	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$129k		11k	11.89	View chart
Cisco Systems (CSCO)	0.0	$123k	+17%	1.0k	117.46	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$122k		1.8k	67.63	View chart
Procter & Gamble Company (PG)	0.0	$120k	-5%	819.00	146.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$119k		957.00	124.44	View chart
Direxion Shares Etf Trust Daily Financial (FAS)	0.0	$118k		800.00	147.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$117k		2.0k	59.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$113k		829.00	136.71	View chart
Costco Wholesale Corporation (COST)	0.0	$112k		120.00	935.48	View chart
Enterprise Products Partners (EPD)	0.0	$110k		3.0k	36.76	View chart
Raytheon Technologies Corp (RTX)	0.0	$107k	+20%	564.00	189.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$106k	NEW	645.00	164.27	View chart
Norfolk Southern (NSC)	0.0	$104k		332.00	314.59	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$104k	-7%	2.4k	43.76	View chart
Morgan Stanley Com New (MS)	0.0	$103k	+30%	491.00	209.04	View chart
Union Pacific Corporation (UNP)	0.0	$101k	+27%	371.00	272.00	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$100k		1.2k	83.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$99k		200.00	496.73	View chart
Ge Aerospace Com New (GE)	0.0	$98k		262.00	373.73	View chart
Duke Energy Corp Com New (DUK)	0.0	$97k		763.00	126.58	View chart
First Commonwealth Financial (FCF)	0.0	$95k		4.7k	20.33	View chart
Broadcom (AVGO)	0.0	$95k	+80%	252.00	377.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$93k	+189%	967.00	96.58	View chart
Abbvie (ABBV)	0.0	$91k	+23%	362.00	251.64	View chart
Goldman Sachs (GS)	0.0	$91k		90.00	1011.38	View chart
Bank Of Amer Corp Call Call Option (Principal) (BAC)	0.0	$87k		1.5k	56.98	View chart
General Mills (GIS)	0.0	$85k		2.5k	34.80	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$85k		5.9k	14.31	View chart
Servicenow (NOW)	0.0	$84k	+16%	850.00	99.28	View chart
Trane Technologies SHS (TT)	0.0	$81k	+21%	164.00	490.85	View chart
Arista Networks Com Shs (ANET)	0.0	$78k		460.00	169.88	View chart
Lockheed Martin Corporation (LMT)	0.0	$78k		153.00	509.46	View chart
CSX Corporation (CSX)	0.0	$77k		1.6k	47.53	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$76k		774.00	98.30	View chart
Linde SHS (LIN)	0.0	$75k	+23%	145.00	518.94	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$75k		3.5k	21.11	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$74k	+2%	749.00	99.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$72k		237.00	302.80	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$68k		1.2k	57.84	View chart
Wells Fargo & Company (WFC)	0.0	$66k		804.00	82.64	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$66k		2.5k	26.66	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$66k		541.00	121.43	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$66k		461.00	142.39	View chart
Phillips 66 (PSX)	0.0	$65k		385.00	169.05	View chart
Netflix (NFLX)	0.0	$64k	+9%	890.00	71.40	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$63k		400.00	158.25	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$63k	+7%	655.00	95.98	View chart
H.B. Fuller Company (FUL)	0.0	$58k		1.0k	58.29	View chart
Coreweave Com Cl A (CRWV)	0.0	$58k		584.00	99.54	View chart
Prudential Financial (PRU)	0.0	$58k		533.00	107.93	View chart
Eaton Corp SHS (ETN)	0.0	$57k	+45%	134.00	426.13	View chart
Lowe's Companies (LOW)	0.0	$56k		253.00	220.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$56k		505.00	110.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$55k		1.1k	51.69	View chart
Pepsi (PEP)	0.0	$55k		403.00	135.25	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$53k		284.00	188.09	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$53k		495.00	107.13	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$52k		547.00	95.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$50k	-18%	355.00	141.89	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$50k		424.00	117.28	View chart
Paychex (PAYX)	0.0	$50k		504.00	98.33	View chart
Waste Management (WM)	0.0	$49k		219.00	222.88	View chart
Qnity Electronics Common Stock (Q)	0.0	$49k		297.00	163.31	View chart
Vanguard World Health Car Etf (VHT)	0.0	$48k		160.00	299.01	View chart
SYSCO Corporation (SYY)	0.0	$48k		570.00	83.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$47k	+50%	300.00	158.03	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$47k		1.0k	47.20	View chart
S&T Ban (STBA)	0.0	$47k		950.00	49.08	View chart
Evergy (EVRG)	0.0	$46k		534.00	86.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$46k		418.00	110.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$46k	+294%	292.00	156.95	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$45k		925.00	48.66	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$45k	+2250%	94.00	477.57	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$45k		421.00	106.19	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$44k		1.3k	33.84	View chart
Visa Com Cl A (V)	0.0	$44k		128.00	343.09	View chart
Fidelity Merrimack Str Tr Systematic Mun (FMUN)	0.0	$44k	NEW	866.00	50.41	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$43k		524.00	82.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$43k	NEW	404.00	106.47	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$43k	+500%	516.00	82.62	View chart
Jacobs Engineering Group (J)	0.0	$42k		336.00	126.00	View chart
Strategy Series A Perp Pf (STRK)	0.0	$42k	+3%	716.00	58.81	View chart
Merck & Co (MRK)	0.0	$42k		327.00	128.50	View chart
Boeing Company (BA)	0.0	$41k	-11%	190.00	216.47	View chart
Palantir Technologies Cl A (PLTR)	0.0	$41k	+4%	350.00	116.67	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$39k		3.7k	10.55	View chart
Raymond James Financial (RJF)	0.0	$39k		258.00	152.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$39k	+504%	447.00	86.14	View chart
Strategy Cl A New (MSTR)	0.0	$38k		441.00	86.93	View chart
AFLAC Incorporated (AFL)	0.0	$38k		322.00	117.25	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.0	$38k		1.3k	29.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$37k	+2957%	428.00	85.49	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$36k		856.00	42.20	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$36k		477.00	75.64	View chart
Danaher Corporation (DHR)	0.0	$36k		188.00	190.48	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$36k		749.00	47.77	View chart
Carnival Corp Common Shares (CCL)	0.0	$34k	NEW	1.2k	28.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$32k		1.0k	30.49	View chart
M&T Bank Corporation (MTB)	0.0	$31k		132.00	238.02	View chart
Valley National Ban (VLY)	0.0	$31k		2.1k	14.65	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$31k		1.8k	16.70	View chart
Exelon Corporation (EXC)	0.0	$31k		656.00	46.62	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$30k		300.00	100.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$30k	+60%	299.00	98.98	View chart
Carrier Global Corporation (CARR)	0.0	$30k		403.00	73.35	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 Q2 filed July 13, 2026
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

View all past filings

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