Moisand Fitzgerald Tamayo, LLC Q3 2017 Filing
Filed November 3, 2017
Portfolio Value
$164.2M
Holdings
330
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (330 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $20.8M |
IVVISHARES TR | $20.1M |
SCHMSCHWAB STRATEGIC TR | $11.1M |
SCHFSCHWAB STRATEGIC TR | $8.4M |
SCHHSCHWAB STRATEGIC TR | $7.8M |
VEUVANGUARD INTL EQUITY INDEX F | $6.9M |
SCHASCHWAB STRATEGIC TR | $5.9M |
SCHVSCHWAB STRATEGIC TR | $5.3M |
SCHOSCHWAB STRATEGIC TR | $5.1M |
VOVANGUARD INDEX FDS | $5.0M |
SCHRSCHWAB STRATEGIC TR | $4.9M |
SCHCSCHWAB STRATEGIC TR | $4.3M |
SLYVSPDR SERIES TRUST | $3.7M |
VTIVANGUARD INDEX FDS | $3.4M |
VNQVANGUARD INDEX FDS | $3.2M |
BSVVANGUARD BD INDEX FD INC | $3.1M |
IWBISHARES TR | $3.1M |
BIVVANGUARD BD INDEX FD INC | $2.6M |
VBVANGUARD INDEX FDS | $2.4M |
VTVVANGUARD INDEX FDS | $2.3M |
VBRVANGUARD INDEX FDS | $2.1M |
IVEISHARES TR | $1.9M |
VSSVANGUARD INTL EQUITY INDEX F | $1.7M |
IWCISHARES TR | $1.6M |
SCHXSCHWAB STRATEGIC TR | $1.4M |
IWVISHARES TR | $947K |
IWMISHARES TR | $942K |
IJHISHARES TR | $935K |
IJRISHARES TR | $914K |
SCZISHARES TR | $723K |
EFAISHARES TR | $694K |
DISDISNEY WALT CO | $681K |
JNJJOHNSON & JOHNSON | $608K |
HDHOME DEPOT INC | $603K |
SBSISOUTHSIDE BANCSHARES INC | $601K |
RWRSPDR SERIES TRUST | $598K |
VVVANGUARD INDEX FDS | $574K |
WECWEC ENERGY GROUP INC | $543K |
TAT&T INC | $500K |
NEENEXTERA ENERGY INC | $481K |
SPYSPDR S&P 500 ETF TR | $480K |
KOCOCA COLA CO | $463K |
ALBALBEMARLE CORP | $458K |
AAPLAPPLE INC | $453K |
EFVISHARES TR | $437K |
XOMEXXON MOBIL CORP | $427K |
FAROFARO TECHNOLOGIES INC | $421K |
EPDENTERPRISE PRODS PARTNERS L | $387K |
AGGISHARES TR | $374K |
PFEPFIZER INC | $366K |
CELGCELGENE CORP | $314K |
MUBISHARES TR | $298K |
MSFTMICROSOFT CORP | $293K |
NEUNEWMARKET CORP | $286K |
—OBALON THERAPEUTICS INC | $281K |
WEPMAGELLAN MIDSTREAM PRTNRS LP | $279K |
IWNISHARES TR | $275K |
WBAWALGREENS BOOTS ALLIANCE INC | $263K |
CVXCHEVRON CORP NEW | $261K |
IJSISHARES TR | $249K |
BIDUNBAIDU INC | $248K |
DLNWISDOMTREE TR | $246K |
PNCPNC FINL SVCS GROUP INC | $233K |
AXPAMERICAN EXPRESS CO | $222K |
DONSPDR DOW JONES INDL AVRG ETF | $218K |
GEGENERAL ELECTRIC CO | $204K |
WMTWAL-MART STORES INC | $183K |
SCHZSCHWAB STRATEGIC TR | $183K |
IVWISHARES TR | $175K |
VWOVANGUARD INTL EQUITY INDEX F | $165K |
VBKVANGUARD INDEX FDS | $164K |
DEDEERE & CO | $158K |
NOCNORTHROP GRUMMAN CORP | $154K |
HLTHILTON WORLDWIDE HLDGS INC | $151K |
SCHBSCHWAB STRATEGIC TR | $147K |
—NUVEEN SELECT TAX FREE INCM | $141K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $130K |
IJTISHARES TR | $126K |
EFGISHARES TR | $120K |
ICFISHARES TR | $118K |
AEEAMEREN CORP | $116K |
—AETNA INC NEW | $116K |
DRIDARDEN RESTAURANTS INC | $115K |
—BUCKEYE PARTNERS L P | $114K |
IWDISHARES TR | $112K |
METAFACEBOOK INC | $111K |
INTCINTEL CORP | $97K |
BEPBROOKFIELD RENEWABLE PARTNER | $96K |
PEPPEPSICO INC | $93K |
NBHNEUBERGER BERMAN INTER MUNI | $91K |
DESWISDOMTREE TR | $91K |
CMCSACOMCAST CORP NEW | $89K |
SHMSPDR SER TR | $89K |
VFCV F CORP | $89K |
FISFIDELITY NATL INFORMATION SV | $86K |
VLYVALLEY NATL BANCORP | $85K |
—ENERGY TRANSFER PARTNERS LP | $83K |
GELGENESIS ENERGY L P | $79K |
FDLFIRST TR MORNINGSTAR DIV LEA | $79K |
IYRISHARES TR | $78K |
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