Moisand Fitzgerald Tamayo, LLC Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$275.4M

Holdings

420

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (420 positions)

StockValue
VOOVANGUARD INDEX FDS
$22.4M
SCHMSCHWAB STRATEGIC TR
$19.7M
IVVISHARES TR
$17.6M
SPYMSPDR SER TR
$17.1M
SCHHSCHWAB STRATEGIC TR
$16.6M
SCHFSCHWAB STRATEGIC TR
$15.2M
DFATDIMENSIONAL ETF TRUST
$12.5M
DFASDIMENSIONAL ETF TRUST
$10.3M
SCHVSCHWAB STRATEGIC TR
$8.9M
SCHRSCHWAB STRATEGIC TR
$7.9M
SCHOSCHWAB STRATEGIC TR
$7.6M
SLYVSPDR SER TR
$7.1M
SCHASCHWAB STRATEGIC TR
$6.6M
SPMDSPDR SER TR
$6.0M
AVUVAMERICAN CENTY ETF TR
$5.4M
USRTISHARES TR
$4.9M
SCHCSCHWAB STRATEGIC TR
$4.9M
VTIVANGUARD INDEX FDS
$4.5M
IWBISHARES TR
$4.2M
SPDWSPDR INDEX SHS FDS
$4.1M
VEUVANGUARD INTL EQUITY INDEX F
$3.9M
VTVVANGUARD INDEX FDS
$3.9M
VOVANGUARD INDEX FDS
$3.4M
VBVANGUARD INDEX FDS
$3.2M
SPTSSPDR SER TR
$2.4M
SPTISPDR SER TR
$2.3M
SPYVSPDR SER TR
$2.3M
IWCISHARES TR
$2.0M
IVEISHARES TR
$1.8M
SCHXSCHWAB STRATEGIC TR
$1.6M
IWVISHARES TR
$1.6M
MMM3M CO
$1.6M
SPSMSPDR SER TR
$1.4M
VBRVANGUARD INDEX FDS
$1.4M
VNQVANGUARD INDEX FDS
$1.3M
AAPLAPPLE INC
$1.3M
MSFTMICROSOFT CORP
$1.3M
DISDISNEY WALT CO
$1.2M
GWXSPDR INDEX SHS FDS
$1.2M
IWMISHARES TR
$1.2M
BSVVANGUARD BD INDEX FDS
$1.1M
AVDVAMERICAN CENTY ETF TR
$1.1M
LHXL3HARRIS TECHNOLOGIES INC
$1.0M
IJRISHARES TR
$972K
IJHISHARES TR
$915K
WECWEC ENERGY GROUP INC
$867K
VVVANGUARD INDEX FDS
$815K
HDHOME DEPOT INC
$813K
BIVVANGUARD BD INDEX FDS
$793K
AVDEAMERICAN CENTY ETF TR
$772K
VSSVANGUARD INTL EQUITY INDEX F
$745K
NEENEXTERA ENERGY INC
$737K
EFAISHARES TR
$735K
JNJJOHNSON & JOHNSON
$673K
SCZISHARES TR
$584K
SPYSPDR S&P 500 ETF TR
$582K
RWRSPDR SER TR
$530K
TAT&T INC
$483K
PGPROCTER AND GAMBLE CO
$448K
KOCOCA COLA CO
$439K
AXPAMERICAN EXPRESS CO
$400K
AGGISHARES TR
$364K
BRK/BBERKSHIRE HATHAWAY INC DEL
$360K
VONVVANGUARD SCOTTSDALE FDS
$352K
DLNWISDOMTREE TR
$341K
SCHBSCHWAB STRATEGIC TR
$334K
IWNISHARES TR
$322K
DEDEERE & CO
$320K
WMTWALMART INC
$314K
AVEMAMERICAN CENTY ETF TR
$306K
MUBISHARES TR
$292K
PFEPFIZER INC
$291K
VBKVANGUARD INDEX FDS
$282K
DFACDIMENSIONAL ETF TRUST
$282K
IVWISHARES TR
$268K
HLTHILTON WORLDWIDE HLDGS INC
$262K
PNCPNC FINL SVCS GROUP INC
$253K
AVUSAMERICAN CENTY ETF TR
$240K
FAROFARO TECHNOLOGIES INC
$233K
EFVISHARES TR
$231K
IJSISHARES TR
$222K
DRIDARDEN RESTAURANTS INC
$213K
XOMEXXON MOBIL CORP
$204K
SBSISOUTHSIDE BANCSHARES INC
$202K
PYPLPAYPAL HLDGS INC
$197K
CMCSACOMCAST CORP NEW
$187K
WBAWALGREENS BOOTS ALLIANCE INC
$179K
NOCNORTHROP GRUMMAN CORP
$176K
DONSPDR DOW JONES INDL AVERAGE
$172K
LOWLOWES COS INC
$170K
DFAUDIMENSIONAL ETF TRUST
$169K
MCDMCDONALDS CORP
$158K
IWDISHARES TR
$150K
HONHONEYWELL INTL INC
$140K
LMTLOCKHEED MARTIN CORP
$134K
METAFACEBOOK INC
$129K
EFGISHARES TR
$129K
RCLROYAL CARIBBEAN GROUP
$129K
SPGIS&P GLOBAL INC
$127K
ICFISHARES TR
$127K
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