CIK 1649107
Moisand Fitzgerald Tamayo, LLC
Institutional 13F holdings & portfolio
Holdings
515
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 515
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 3.6M | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 3.7M | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 3.7M | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 1.1M | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 967K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 646K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 399K | $1M+ | SH |
| AVMV | AMERICAN CENTY ETF TR | 444K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 1.4M | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 557K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 597K | $1M+ | SH |
| IVV | ISHARES TR | 23K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 195K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 301K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 270K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 75K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 43K | $1M+ | SH |
| IWB | ISHARES TR | 13K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 135K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 93K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 55K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 173K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 122K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 15K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 36K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 40K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 30K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 28K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 81K | $1M+ | SH |
| IWV | ISHARES TR | 6K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 72K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 27K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 9K | $1M+ | SH |
| IVE | ISHARES TR | 7K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 5K | $1M+ | SH |
| IWC | ISHARES TR | 9K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 14K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $1M+ | SH |