Moisand Fitzgerald Tamayo, LLC
CIK: 1649107SEC EDGAR →
Portfolio Value
$760.7B
Holdings
515
As of
Q1 2026
New Positions
515
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,599,322 | $140.2B | 18.43% |
| 2 | AMERICAN CENTY ETF TR | 1,358,554 | $109.5B | 14.40% |
| 3 | SCHWAB STRATEGIC TR | 3,897,100 | $97.1B | 12.76% |
| 4 | SCHWAB STRATEGIC TR | 3,920,931 | $95.2B | 12.51% |
| 5 | DIMENSIONAL ETF TRUST | 970,443 | $69.0B | 9.07% |
| 6 | AMERICAN CENTY ETF TR | 378,227 | $37.8B | 4.97% |
| 7 | DIMENSIONAL ETF TRUST | 1,444,596 | $34.2B | 4.49% |
| 8 | AMERICAN CENTY ETF TR | 444,730 | $33.0B | 4.34% |
| 9 | DIMENSIONAL ETF TRUST | 544,583 | $26.4B | 3.47% |
| 10 | DIMENSIONAL ETF TRUST | 587,776 | $19.9B | 2.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 221 | $755.7B | 99.3% |
| Communication Services | 18 | $977.8M | 0.1% |
| Consumer Defensive | 14 | $869.2M | 0.1% |
| Technology | 50 | $642.3M | 0.1% |
| Unknown | 31 | $637.5M | 0.1% |
| Utilities | 13 | $549.8M | 0.1% |
| Consumer Cyclical | 38 | $444.9M | 0.1% |
| Healthcare | 28 | $234.1M | 0.0% |
| Industrials | 51 | $207.8M | 0.0% |
| Energy | 20 | $205.9M | 0.0% |
| Basic Materials | 13 | $141.8M | 0.0% |
| Real Estate | 18 | $107.6M | 0.0% |