Moisand Fitzgerald Tamayo, LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$790.7M

Holdings

581

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (581 positions)

StockValue
DFAIDIMENSIONAL ETF TRUST
$123.3M
SCHRSCHWAB STRATEGIC TR
$81.5M
SCHOSCHWAB STRATEGIC TR
$79.1M
AVLVAMERICAN CENTY ETF TR
$70.0M
DFASDIMENSIONAL ETF TRUST
$60.8M
AVUVAMERICAN CENTY ETF TR
$57.9M
AVDVAMERICAN CENTY ETF TR
$32.5M
DFARDIMENSIONAL ETF TRUST
$28.2M
AVMVAMERICAN CENTY ETF TR
$28.1M
DFUVDIMENSIONAL ETF TRUST
$24.2M
DFAEDIMENSIONAL ETF TRUST
$17.6M
IVVISHARES TR
$15.4M
VOOVANGUARD INDEX FDS
$14.8M
DFATDIMENSIONAL ETF TRUST
$10.9M
DFAXDIMENSIONAL ETF TRUST
$9.0M
SCHMSCHWAB STRATEGIC TR
$7.8M
SPYMSPDR SERIES TRUST
$5.7M
VTIVANGUARD INDEX FDS
$5.4M
IWBISHARES TR
$4.5M
DFICDIMENSIONAL ETF TRUST
$4.4M
AVDEAMERICAN CENTY ETF TR
$4.2M
DFIVDIMENSIONAL ETF TRUST
$4.0M
SCHHSCHWAB STRATEGIC TR
$3.9M
VOVANGUARD INDEX FDS
$3.8M
VTVVANGUARD INDEX FDS
$3.7M
DFUSDIMENSIONAL ETF TRUST
$2.9M
SCHFSCHWAB STRATEGIC TR
$2.8M
BSVVANGUARD BD INDEX FDS
$2.7M
AAPLAPPLE INC
$2.7M
BIVVANGUARD BD INDEX FDS
$2.6M
MSFTMICROSOFT CORP
$2.5M
VEUVANGUARD INTL EQUITY INDEX F
$2.5M
NVDANVIDIA CORPORATION
$2.5M
VBVANGUARD INDEX FDS
$2.3M
SPMDSPDR SERIES TRUST
$2.3M
SCHXSCHWAB STRATEGIC TR
$2.0M
IWVISHARES TR
$1.9M
SCHASCHWAB STRATEGIC TR
$1.9M
DFSVDIMENSIONAL ETF TRUST
$1.9M
SCHVSCHWAB STRATEGIC TR
$1.7M
IVEISHARES TR
$1.5M
SPYSPDR S&P 500 ETF TR
$1.4M
AVSCAMERICAN CENTY ETF TR
$1.4M
DISVDIMENSIONAL ETF TRUST
$1.4M
LHXL3HARRIS TECHNOLOGIES INC
$1.2M
SLYVSPDR SERIES TRUST
$1.2M
IWCISHARES TR
$1.2M
VBRVANGUARD INDEX FDS
$1.0M
IWMISHARES TR
$988K
DEDEERE & CO
$952K
VVVANGUARD INDEX FDS
$908K
DISDISNEY WALT CO
$899K
XOMEXXON MOBIL CORP
$898K
LRCXLAM RESEARCH CORP
$886K
BRK/BBERKSHIRE HATHAWAY INC DEL
$882K
IJRISHARES TR
$876K
SCHCSCHWAB STRATEGIC TR
$875K
USRTISHARES TR
$862K
ORCLORACLE CORP
$813K
IJHISHARES TR
$797K
AXPAMERICAN EXPRESS CO
$748K
JNJJOHNSON & JOHNSON
$735K
EFAISHARES TR
$733K
VNQVANGUARD INDEX FDS
$716K
AVIVAMERICAN CENTY ETF TR
$635K
TFCTRUIST FINL CORP
$632K
KOCOCA COLA CO
$572K
WWDWOODWARD INC
$560K
DFEVDIMENSIONAL ETF TRUST
$544K
TXNTEXAS INSTRS INC
$541K
XLKSELECT SECTOR SPDR TR
$533K
WECWEC ENERGY GROUP INC
$524K
HLTHILTON WORLDWIDE HLDGS INC
$518K
SCZISHARES TR
$507K
RCLROYAL CARIBBEAN GROUP
$481K
DFACDIMENSIONAL ETF TRUST
$477K
HDHOME DEPOT INC
$466K
DLNWISDOMTREE TR
$465K
RHCRH PLC
$421K
IVWISHARES TR
$406K
TJXTJX COS INC NEW
$391K
SPDWSPDR INDEX SHS FDS
$381K
SPTISPDR SERIES TRUST
$370K
VLOVALERO ENERGY CORP
$368K
RWRSPDR SERIES TRUST
$364K
BOXXEA SERIES TRUST
$360K
WMTWALMART INC
$354K
BITBBITWISE BITCOIN ETF TR
$351K
VSSVANGUARD INTL EQUITY INDEX F
$343K
NOCNORTHROP GRUMMAN CORP
$341K
MMM3M CO
$334K
NEENEXTERA ENERGY INC
$327K
QCOMQUALCOMM INC
$298K
ACNACCENTURE PLC IRELAND
$291K
AVEMAMERICAN CENTY ETF TR
$287K
TAT&T INC
$283K
SBUXSTARBUCKS CORP
$279K
IWNISHARES TR
$277K
NDQINVESCO QQQ TR
$276K
VBKVANGUARD INDEX FDS
$275K
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