Moisand Fitzgerald Tamayo, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$722.8M
Holdings
588
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (588 positions)
| Stock | Value |
|---|---|
DFAIDIMENSIONAL ETF TRUST | $114.1M |
AVLVAMERICAN CENTY ETF TR | $59.3M |
DFASDIMENSIONAL ETF TRUST | $53.1M |
SCHRSCHWAB STRATEGIC TR | $53.1M |
AVUVAMERICAN CENTY ETF TR | $50.9M |
SCHOSCHWAB STRATEGIC TR | $50.8M |
AVDVAMERICAN CENTY ETF TR | $29.8M |
DFARDIMENSIONAL ETF TRUST | $26.8M |
BSVVANGUARD BD INDEX FDS | $25.4M |
BIVVANGUARD BD INDEX FDS | $24.5M |
AVMVAMERICAN CENTY ETF TR | $24.2M |
DFUVDIMENSIONAL ETF TRUST | $24.2M |
DFAEDIMENSIONAL ETF TRUST | $15.7M |
IVVISHARES TR | $14.2M |
VOOVANGUARD INDEX FDS | $14.0M |
DFATDIMENSIONAL ETF TRUST | $10.6M |
DFAXDIMENSIONAL ETF TRUST | $8.2M |
SCHMSCHWAB STRATEGIC TR | $7.5M |
SPYMSPDR SER TR | $5.2M |
VTIVANGUARD INDEX FDS | $4.9M |
SCHHSCHWAB STRATEGIC TR | $4.7M |
IWBISHARES TR | $4.2M |
DFICDIMENSIONAL ETF TRUST | $4.2M |
DFIVDIMENSIONAL ETF TRUST | $3.8M |
AVDEAMERICAN CENTY ETF TR | $3.7M |
VTVVANGUARD INDEX FDS | $3.7M |
VOVANGUARD INDEX FDS | $3.7M |
AAPLAPPLE INC | $3.0M |
DFUSDIMENSIONAL ETF TRUST | $2.6M |
SCHFSCHWAB STRATEGIC TR | $2.6M |
VEUVANGUARD INTL EQUITY INDEX F | $2.3M |
VBVANGUARD INDEX FDS | $2.2M |
SPMDSPDR SER TR | $2.2M |
MSFTMICROSOFT CORP | $1.9M |
SCHXSCHWAB STRATEGIC TR | $1.8M |
SCHASCHWAB STRATEGIC TR | $1.8M |
IWVISHARES TR | $1.8M |
SCHVSCHWAB STRATEGIC TR | $1.7M |
NVDANVIDIA CORPORATION | $1.7M |
DFSVDIMENSIONAL ETF TRUST | $1.6M |
IVEISHARES TR | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.3M |
AVSCAMERICAN CENTY ETF TR | $1.3M |
DISVDIMENSIONAL ETF TRUST | $1.2M |
SLYVSPDR SER TR | $1.2M |
IWCISHARES TR | $1.1M |
LHXL3HARRIS TECHNOLOGIES INC | $1.0M |
XOMEXXON MOBIL CORP | $991K |
VBRVANGUARD INDEX FDS | $980K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $967K |
IWMISHARES TR | $913K |
USRTISHARES TR | $881K |
DEDEERE & CO | $879K |
IJRISHARES TR | $871K |
VVVANGUARD INDEX FDS | $823K |
JNJJOHNSON & JOHNSON | $817K |
IJHISHARES TR | $761K |
SCHCSCHWAB STRATEGIC TR | $758K |
DISDISNEY WALT CO | $751K |
VNQVANGUARD INDEX FDS | $735K |
EFAISHARES TR | $670K |
LRCXLAM RESEARCH CORP | $662K |
AVIVAMERICAN CENTY ETF TR | $647K |
AXPAMERICAN EXPRESS CO | $629K |
TFCTRUIST FINL CORP | $605K |
KOCOCA COLA CO | $579K |
WECWEC ENERGY GROUP INC | $548K |
ORCLORACLE CORP | $519K |
DFEVDIMENSIONAL ETF TRUST | $501K |
TXNTEXAS INSTRS INC | $468K |
HDHOME DEPOT INC | $466K |
SCZISHARES TR | $459K |
DLNWISDOMTREE TR | $449K |
HLTHILTON WORLDWIDE HLDGS INC | $443K |
DFACDIMENSIONAL ETF TRUST | $443K |
DRIDARDEN RESTAURANTS INC | $439K |
XLKSELECT SECTOR SPDR TR | $435K |
WWDWOODWARD INC | $417K |
SGOVISHARES TR | $400K |
TJXTJX COS INC NEW | $386K |
RWRSPDR SER TR | $374K |
SPTISPDR SER TR | $370K |
VLOVALERO ENERGY CORP | $362K |
BOXXEA SERIES TRUST | $356K |
SPDWSPDR INDEX SHS FDS | $356K |
NOCNORTHROP GRUMMAN CORP | $350K |
IVWISHARES TR | $342K |
NEENEXTERA ENERGY INC | $334K |
MMM3M CO | $323K |
WMTWALMART INC | $318K |
RCLROYAL CARIBBEAN GROUP | $315K |
VSSVANGUARD INTL EQUITY INDEX F | $312K |
ACNACCENTURE PLC IRELAND | $304K |
SBUXSTARBUCKS CORP | $298K |
QCOMQUALCOMM INC | $286K |
TAT&T INC | $277K |
GISGENERAL MLS INC | $266K |
IWNISHARES TR | $265K |
BITBBITWISE BITCOIN ETF TR | $261K |
AVEMAMERICAN CENTY ETF TR | $252K |
Page 1 of 6Next