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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, SCHO, SCHR, Dimensional Etf Trust, and represent 57.05% of Moisand Fitzgerald Tamayo's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$8.4M), SCHO (+$7.9M), DFAI, DFIV, AVDV, AVLV, XOM, AVMV, Dimensional Etf Trust, BOXX.
Started 162 new stock positions in SDY, MCHI, UPS, XLE, FV, ADIG, EQT, CRSP, ROKU, HSIC.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$38M), Dimensional Etf Trust, , DFUV, IVV, BIV, VOO, DLN, SPY, DFAX.
Sold out of its positions in BBBY.WS, BEPC, Sila Realty Trust, GTLS, Dimensional Etf Trust, Dimensional Etf Trust, DFSD, DFCF, QTUM, EA. Exxon Mobil Corporation, FMUN, FSIG, IMO, IGV, SUB, KEYS, POOL, SKM, Teva Pharmaceutical Industries, VNQI, VET, GILT.
Moisand Fitzgerald Tamayo was a net seller of stock by $-12M.
Moisand Fitzgerald Tamayo has $995M in assets under management (AUM), dropping by -2.79%.
Central Index Key (CIK): 0001649107

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Portfolio Holdings for Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo holds 674 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Moisand Fitzgerald Tamayo has 674 total positions. Only the first 250 positions are shown.

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Download the Moisand Fitzgerald Tamayo September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	15.7	$156M	+2%	3.8M	41.43	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	12.5	$124M		1.4M	90.44	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	10.6	$105M	+8%	4.4M	23.86	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	10.5	$105M	+8%	4.4M	23.70	View chart
Dimensional Etf Trust Us Small Cap Etf	7.7	$77M		995k	77.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.6	$75M		640k	117.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.4	$44M	+4%	401k	109.38	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	3.6	$36M	+3%	471k	76.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$29M	-2%	520k	55.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$24M	+2%	605k	39.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$17M	-3%	22k	765.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$14M	-3%	20k	700.87	View chart
Dimensional Etf Trust Us Targeted Vlu	1.2	$12M	-2%	183k	66.44	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$10M	-3%	282k	37.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$8.7M		257k	34.02	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$7.5M	+18%	63k	118.39	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$7.0M	+44%	126k	55.86	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.6	$6.4M	-2%	17k	374.24	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$6.2M		70k	89.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$5.3M		13k	416.13	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$4.8M		128k	37.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$4.4M		49k	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$4.2M		20k	216.08	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.4	$3.9M	-2%	50k	78.42	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.4	$3.9M	+14%	47k	83.03	View chart
Apple (AAPL)	0.4	$3.7M	-7%	11k	333.02	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$3.6M		165k	22.04	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.4	$3.6M	+4%	16k	228.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.0M		111k	27.47	View chart
Lam Research Corp Com New (LRCX)	0.3	$3.0M		9.2k	328.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.9M		35k	82.97	View chart
Microsoft Corporation (MSFT)	0.3	$2.7M	+4%	5.3k	512.86	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$2.5M	-3%	8.7k	284.50	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$2.4M		39k	63.04	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$2.4M		5.5k	431.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$2.4M		78k	30.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.2M		68k	32.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.0M	-2%	59k	33.31	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.2	$1.8M		27k	69.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.8M	-13%	24k	76.40	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.8M	-3%	41k	43.29	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.6M		8.9k	184.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.6M		6.8k	228.29	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$1.4M	NEW	8.8k	162.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.4M	-20%	1.8k	762.45	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.4M	-30%	19k	72.86	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$1.3M	-7%	13k	102.15	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$1.2M		5.2k	231.02	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M		4.5k	264.74	View chart
L3harris Technologies (LHX)	0.1	$1.2M		5.0k	236.78	View chart
Deere & Company (DE)	0.1	$1.1M		1.7k	671.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M	-7%	4.1k	277.89	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$1.1M		3.1k	351.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M	-3%	7.7k	136.04	View chart
Valero Energy Corporation (VLO)	0.1	$980k		2.5k	387.68	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$891k		15k	61.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$875k	-3%	12k	71.95	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$874k		18k	49.74	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$853k		8.5k	100.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$821k		7.9k	103.89	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$757k		18k	42.40	View chart
American Express Company (AXP)	0.1	$755k		2.5k	304.10	View chart
Woodward Governor Company (WWD)	0.1	$751k		2.3k	328.60	View chart
Texas Instruments Incorporated (TXN)	0.1	$722k		2.6k	280.09	View chart
Coca-Cola Company (KO)	0.1	$718k		8.3k	86.08	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$704k	+14%	16k	44.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$702k		7.8k	89.63	View chart
Hilton Worldwide Holdings (HLT)	0.1	$675k		2.1k	318.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$647k	-22%	1.3k	497.95	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.1	$642k		11k	59.06	View chart
Tesla Motors (TSLA)	0.1	$591k	+3%	1.7k	354.81	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$589k		7.0k	84.42	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$578k		7.3k	79.63	View chart
Truist Financial Corp equities (TFC)	0.1	$557k		12k	46.30	View chart
Palo Alto Networks (PANW)	0.1	$539k	+3%	1.4k	397.31	View chart
Oracle Corporation (ORCL)	0.1	$502k		3.7k	137.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$501k	-3%	3.5k	142.26	View chart
Wec Energy Group (WEC)	0.0	$493k		4.9k	100.78	View chart
Walt Disney Company (DIS)	0.0	$478k	-5%	4.6k	104.89	View chart
Nextera Energy (NEE)	0.0	$432k	+17%	5.7k	75.74	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$427k		2.7k	155.25	View chart
Wal-Mart Stores (WMT)	0.0	$424k	+8%	4.1k	103.92	View chart
TJX Companies (TJX)	0.0	$418k	+2%	3.2k	132.31	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$417k	-4%	8.3k	50.21	View chart
Royal Caribbean Cruises (RCL)	0.0	$414k		1.6k	265.86	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$390k	+1516%	2.6k	150.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$389k		4.1k	94.02	View chart
CRH Ord (CRH)	0.0	$380k		4.6k	82.80	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.0	$379k	-3%	3.6k	104.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$368k		1.8k	209.45	View chart
Eli Lilly & Co. (LLY)	0.0	$367k	+9%	317.00	1156.28	View chart
Southern Copper Corporation (SCCO)	0.0	$365k		1.8k	202.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$360k	+15%	486.00	740.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$352k	+55%	1.0k	344.00	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$337k		996.00	337.83	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$336k		2.6k	128.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$333k	+7%	4.7k	70.61	View chart
Amazon (AMZN)	0.0	$331k	+27%	1.3k	249.15	View chart
Northrop Grumman Corporation (NOC)	0.0	$326k		675.00	483.48	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$322k		7.1k	45.36	View chart
Qualcomm (QCOM)	0.0	$315k		1.7k	184.04	View chart
Advanced Micro Devices (AMD)	0.0	$309k	+6%	505.00	611.76	View chart
PNC Financial Services (PNC)	0.0	$306k	+3%	1.4k	222.26	View chart
JPMorgan Chase & Co. (JPM)	0.0	$301k	+60%	910.00	330.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$298k		874.00	340.90	View chart
Jabil Circuit (JBL)	0.0	$296k		1.0k	286.86	View chart
Home Depot (HD)	0.0	$288k	-16%	1.0k	284.40	View chart
Starbucks Corporation (SBUX)	0.0	$286k		3.0k	93.97	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$279k		549.00	508.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$272k	+153%	1.6k	166.27	View chart
ConocoPhillips (COP)	0.0	$262k	+3%	2.1k	125.17	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$259k		4.4k	58.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$258k		676.00	382.08	View chart
Chevron Corporation (CVX)	0.0	$258k	+25%	1.3k	204.22	View chart
At&t (T)	0.0	$255k		10k	24.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$251k		2.0k	125.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$228k		1.5k	152.07	View chart
Pfizer (PFE)	0.0	$225k		7.9k	28.52	View chart
Ionis Pharmaceuticals (IONS)	0.0	$223k		5.0k	44.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$218k	-5%	2.8k	79.13	View chart
Southstate Bk Corp (SSB)	0.0	$216k		2.2k	99.56	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$216k		11k	20.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$213k		913.00	233.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$209k	-4%	4.0k	52.86	View chart
Meta Platforms Cl A (META)	0.0	$204k	-37%	281.00	724.28	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$200k	-3%	2.8k	72.64	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.0	$196k	-19%	7.2k	27.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$194k	+33%	992.00	195.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$189k		763.00	247.93	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$187k		3.1k	61.13	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$185k	-66%	1.9k	97.20	View chart
McDonald's Corporation (MCD)	0.0	$184k		798.00	230.94	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$183k		609.00	300.06	View chart
Ge Vernova (GEV)	0.0	$181k	+2%	190.00	950.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$179k	+281%	5.0k	35.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$176k		957.00	183.37	View chart
Caterpillar (CAT)	0.0	$170k	+53%	209.00	810.79	View chart
Verizon Communications (VZ)	0.0	$162k		3.5k	45.87	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$153k	+34%	3.9k	39.44	View chart
Procter & Gamble Company (PG)	0.0	$150k	+26%	1.0k	145.28	View chart
Raytheon Technologies Corp (RTX)	0.0	$146k	+39%	785.00	185.65	View chart
Darden Restaurants (DRI)	0.0	$141k		730.00	193.25	View chart
United Cmnty Bks Ga Cap Stk (UCB)	0.0	$136k		4.1k	33.35	View chart
Broadcom (AVGO)	0.0	$134k	+50%	380.00	351.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$133k	-5%	4.5k	29.31	View chart
Cisco Systems (CSCO)	0.0	$130k	+15%	1.2k	107.63	View chart
UnitedHealth (UNH)	0.0	$129k	+6%	352.00	367.08	View chart
Union Pacific Corporation (UNP)	0.0	$127k	+26%	468.00	272.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$127k		1.1k	119.83	View chart
Servicenow (NOW)	0.0	$127k	+11%	947.00	134.01	View chart
Costco Wholesale Corporation (COST)	0.0	$126k	+15%	138.00	912.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$124k	+6%	2.1k	59.32	View chart
International Business Machines (IBM)	0.0	$121k	+16%	551.00	220.07	View chart
Abbvie (ABBV)	0.0	$119k	+25%	453.00	261.59	View chart
Southside Bancshares (SBSI)	0.0	$115k		3.8k	30.08	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$114k		1.8k	62.90	View chart
Direxion Shares Etf Trust Daily Financial (FAS)	0.0	$112k		800.00	140.51	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$112k	+7%	214.00	522.81	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$108k	-23%	1.1k	101.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$107k		834.00	128.14	View chart
Enterprise Products Partners (EPD)	0.0	$106k		3.0k	35.61	View chart
Linde SHS (LIN)	0.0	$106k	+53%	223.00	474.65	View chart
Norfolk Southern (NSC)	0.0	$103k		332.00	309.00	View chart
Arista Networks Com Shs (ANET)	0.0	$99k	+5%	486.00	203.59	View chart
Phillips 66 (PSX)	0.0	$98k		385.00	255.31	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$97k		1.2k	80.60	View chart
First Commonwealth Financial (FCF)	0.0	$95k		4.7k	20.23	View chart
Bank Of Amer Corp Call Call Option (Principal) (BAC)	0.0	$94k	+12%	1.7k	54.43	View chart
Morgan Stanley Com New (MS)	0.0	$92k		491.00	188.08	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$92k	-25%	2.4k	37.90	View chart
Ge Aerospace Com New (GE)	0.0	$92k	+12%	294.00	312.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$92k	+152%	1.1k	84.96	View chart
Goldman Sachs (GS)	0.0	$90k	+11%	100.00	900.36	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$87k	-19%	1.9k	45.57	View chart
Duke Energy Corp Com New (DUK)	0.0	$87k		763.00	114.01	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$84k	-10%	865.00	96.88	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$83k	NEW	928.00	89.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$83k	NEW	3.0k	27.96	View chart
CSX Corporation (CSX)	0.0	$81k	+7%	1.7k	46.51	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$81k	+12%	266.00	304.61	View chart
Trane Technologies SHS (TT)	0.0	$80k	+8%	178.00	451.72	View chart
Ishares Tr Msci Peru Gl Etf (EPU)	0.0	$80k	NEW	900.00	88.73	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$79k		5.9k	13.43	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$79k	+84%	967.00	81.16	View chart
Wells Fargo & Company (WFC)	0.0	$78k	+21%	977.00	80.05	View chart
Warner Bros Discovery Com Ser A	0.0	$78k		2.5k	30.95	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$76k	NEW	2.2k	34.50	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.0	$75k	NEW	747.00	100.81	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$74k		757.00	98.34	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$73k		774.00	93.89	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$72k	NEW	1.0k	71.55	View chart
Netflix (NFLX)	0.0	$71k	+14%	1.0k	69.58	View chart
Palantir Technologies Cl A (PLTR)	0.0	$70k	+6%	372.00	187.05	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$68k		1.2k	57.82	View chart
Strategy Cl A New (MSTR)	0.0	$68k		441.00	153.09	View chart
Eaton Corp SHS (ETN)	0.0	$68k	+17%	157.00	429.71	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$67k		461.00	146.18	View chart
Lockheed Martin Corporation (LMT)	0.0	$66k	-15%	130.00	509.25	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$63k		400.00	157.68	View chart
Pepsi (PEP)	0.0	$63k	+22%	495.00	126.65	View chart
Prudential Financial (PRU)	0.0	$61k		533.00	113.58	View chart
Merck & Co (MRK)	0.0	$60k	+27%	416.00	145.31	View chart
Visa Com Cl A (V)	0.0	$59k	+28%	164.00	359.34	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$59k	-16%	545.00	107.54	View chart
AFLAC Incorporated (AFL)	0.0	$58k	+62%	522.00	111.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$58k	+34%	126.00	456.19	View chart
Coreweave Com Cl A (CRWV)	0.0	$57k	+12%	655.00	87.12	View chart
Paychex (PAYX)	0.0	$56k	+13%	570.00	98.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$56k		505.00	110.28	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$56k		1.1k	52.36	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$55k		284.00	193.75	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$55k		495.00	110.97	View chart
Strategy Series A Perp Pf (STRK)	0.0	$55k	+2%	735.00	74.14	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$54k	+17%	497.00	108.84	View chart
Micron Technology (MU)	0.0	$52k	NEW	49.00	1065.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$52k		547.00	94.99	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$52k		3.5k	14.66	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$52k		355.00	145.04	View chart
Vanguard World Health Car Etf (VHT)	0.0	$51k		160.00	316.08	View chart
H.B. Fuller Company (FUL)	0.0	$50k		1.0k	49.47	View chart
Danaher Corporation (DHR)	0.0	$49k	+18%	222.00	221.55	View chart
SYSCO Corporation (SYY)	0.0	$48k	+8%	621.00	77.93	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$47k		1.0k	47.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$47k		300.00	155.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$46k		292.00	157.85	View chart
S&T Ban (STBA)	0.0	$46k		950.00	48.37	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$46k		421.00	108.65	View chart
Jacobs Engineering Group (J)	0.0	$46k		336.00	135.27	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$45k		925.00	49.11	View chart
Waste Management (WM)	0.0	$45k		219.00	203.92	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$45k		418.00	106.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$44k		516.00	85.48	View chart
Philip Morris International (PM)	0.0	$42k	+88%	222.00	190.82	View chart
Evergy (EVRG)	0.0	$42k		534.00	78.44	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$41k	+592%	1.3k	31.47	View chart
Raymond James Financial (RJF)	0.0	$41k		258.00	158.02	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$40k		447.00	90.11	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$38k	+12%	336.00	112.50	View chart
Qnity Electronics Common Stock (Q)	0.0	$37k		292.00	125.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$37k	+80%	54.00	675.06	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$36k		477.00	76.23	View chart
Progressive Corporation (PGR)	0.0	$36k	+73%	175.00	207.31	View chart
Intel Corporation (INTC)	0.0	$35k	+70%	294.00	120.23	View chart
Delta Air Lines Com New (DAL)	0.0	$35k	+137%	423.00	83.42	View chart
Illinois Tool Works (ITW)	0.0	$35k	+32%	135.00	257.28	View chart
Metropcs Communications (TMUS)	0.0	$35k	+21%	212.00	163.08	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$34k		3.7k	9.09	View chart
Freeport Mcmoran CL B (FCX)	0.0	$33k	+8%	472.00	70.00	View chart
Lumentum Hldgs (LITE)	0.0	$33k		34.00	971.26	View chart
Emerson Electric (EMR)	0.0	$33k	+59%	211.00	155.10	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 Q3 filed Oct. 15, 2026
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

View all past filings

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