Moisand Fitzgerald Tamayo, LLC Q1 2021 Filing

Filed May 3, 2021

Portfolio Value

$232K

Holdings

364

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (364 positions)

StockValue
VOOVANGUARD INDEX FDS
$21.1M
SCHMSCHWAB STRATEGIC TR
$18.2M
IVVISHARES TR
$16.6M
SPYMSPDR SER TR
$15.1M
SCHHSCHWAB STRATEGIC TR
$14.4M
SCHFSCHWAB STRATEGIC TR
$13.9M
SCHVSCHWAB STRATEGIC TR
$8.3M
SCHRSCHWAB STRATEGIC TR
$7.6M
SCHOSCHWAB STRATEGIC TR
$7.3M
SLYVSPDR SER TR
$6.9M
SCHASCHWAB STRATEGIC TR
$6.3M
SPMDSPDR SER TR
$5.7M
SCHCSCHWAB STRATEGIC TR
$4.5M
AVUVAMERICAN CENTY ETF TR
$4.4M
USRTISHARES TR
$4.2M
VTIVANGUARD INDEX FDS
$4.2M
IWBISHARES TR
$3.9M
SPDWSPDR INDEX SHS FDS
$3.8M
VEUVANGUARD INTL EQUITY INDEX F
$3.7M
VTVVANGUARD INDEX FDS
$3.7M
VOVANGUARD INDEX FDS
$3.2M
VBVANGUARD INDEX FDS
$3.0M
SPTSSPDR SER TR
$2.3M
SPTISPDR SER TR
$2.3M
SPYVSPDR SER TR
$2.1M
IWCISHARES TR
$2.0M
IVEISHARES TR
$1.8M
SCHXSCHWAB STRATEGIC TR
$1.5M
IWVISHARES TR
$1.5M
MMM3M CO
$1.4M
SPSMSPDR SER TR
$1.4M
VBRVANGUARD INDEX FDS
$1.4M
VNQVANGUARD INDEX FDS
$1.2M
DISDISNEY WALT CO
$1.2M
IWMISHARES TR
$1.1M
AAPLAPPLE INC
$1.1M
GWXSPDR INDEX SHS FDS
$1.1M
LHXL3HARRIS TECHNOLOGIES INC
$974K
AVDVAMERICAN CENTY ETF TR
$970K
IJRISHARES TR
$938K
IJHISHARES TR
$914K
WECWEC ENERGY GROUP INC
$901K
MSFTMICROSOFT CORP
$836K
BSVVANGUARD BD INDEX FDS
$819K
HDHOME DEPOT INC
$771K
NEENEXTERA ENERGY INC
$760K
VVVANGUARD INDEX FDS
$753K
AVDEAMERICAN CENTY ETF TR
$729K
EFAISHARES TR
$709K
VSSVANGUARD INTL EQUITY INDEX F
$703K
JNJJOHNSON & JOHNSON
$654K
SCZISHARES TR
$578K
TAT&T INC
$574K
SPYSPDR S&P 500 ETF TR
$539K
BIVVANGUARD BD INDEX FDS
$523K
RWRSPDR SER TR
$480K
KOCOCA COLA CO
$427K
BRK/BBERKSHIRE HATHAWAY INC DEL
$418K
PGPROCTER AND GAMBLE CO
$380K
AGGISHARES TR
$368K
SCHBSCHWAB STRATEGIC TR
$365K
AXPAMERICAN EXPRESS CO
$342K
DEDEERE & CO
$340K
DLNWISDOMTREE TR
$325K
IWNISHARES TR
$300K
MUBISHARES TR
$289K
AVEMAMERICAN CENTY ETF TR
$289K
PFEPFIZER INC
$274K
VBKVANGUARD INDEX FDS
$267K
HLTHILTON WORLDWIDE HLDGS INC
$263K
FAROFARO TECHNOLOGIES INC
$260K
WMTWALMART INC
$260K
IVWISHARES TR
$240K
PNCPNC FINL SVCS GROUP INC
$233K
EFVISHARES TR
$232K
AVUSAMERICAN CENTY ETF TR
$223K
VONVVANGUARD SCOTTSDALE FDS
$220K
IJSISHARES TR
$214K
DRIDARDEN RESTAURANTS INC
$207K
SBSISOUTHSIDE BANCSHARES INC
$204K
WBAWALGREENS BOOTS ALLIANCE INC
$187K
XOMEXXON MOBIL CORP
$178K
PYPLPAYPAL HLDGS INC
$164K
DONSPDR DOW JONES INDL AVERAGE
$164K
NOCNORTHROP GRUMMAN CORP
$156K
MCDMCDONALDS CORP
$150K
IWDISHARES TR
$143K
LMTLOCKHEED MARTIN CORP
$131K
EFGISHARES TR
$120K
RCLROYAL CARIBBEAN GROUP
$120K
BABOEING CO
$118K
ICFISHARES TR
$113K
NUVEEN SELECT TAX FREE INCOM
$104K
BMYBRISTOL-MYERS SQUIBB CO
$104K
METAFACEBOOK INC
$103K
DESWISDOMTREE TR
$101K
VFCV F CORP
$96K
CMCSACOMCAST CORP NEW
$95K
CLPTCLEARPOINT NEURO INC
$93K
SPTMSPDR SER TR
$92K
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