Moisand Fitzgerald Tamayo, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$885.6M
Holdings
515
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (515 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAIDIMENSIONAL ETF TRUST | 3,627,710 | $138.3M | 15.61% | |
| 2 | SCHRSCHWAB STRATEGIC TR | 3,656,158 | $91.7M | 10.35% | |
| 3 | SCHOSCHWAB STRATEGIC TR | 3,670,514 | $89.5M | 10.10% | |
| 4 | AVLVAMERICAN CENTY ETF TR | 1,138,940 | $86.3M | 9.74% | |
| 5 | DFASDIMENSIONAL ETF TRUST | 966,616 | $67.3M | 7.60% | |
| 6 | AVUVAMERICAN CENTY ETF TR | 645,547 | $65.8M | 7.43% | |
| 7 | AVDVAMERICAN CENTY ETF TR | 398,564 | $37.5M | 4.23% | |
| 8 | AVMVAMERICAN CENTY ETF TR | 443,990 | $31.6M | 3.57% | |
| 9 | DFARDIMENSIONAL ETF TRUST | 1,358,580 | $31.1M | 3.51% | |
| 10 | DFUVDIMENSIONAL ETF TRUST | 556,567 | $25.9M | 2.93% | |
| 11 | DFAEDIMENSIONAL ETF TRUST | 597,107 | $19.4M | 2.20% | |
| 12 | IVVISHARES TR | 23,258 | $15.9M | 1.80% | |
| 13 | VOOVANGUARD INDEX FDS | 22,019 | $13.8M | 1.56% | |
| 14 | DFATDIMENSIONAL ETF TRUST | 195,022 | $11.6M | 1.31% | |
| 15 | DFAXDIMENSIONAL ETF TRUST | 300,546 | $9.8M | 1.11% | |
| 16 | SCHMSCHWAB STRATEGIC TR | 269,680 | $8.1M | 0.92% | |
| 17 | SPYMSPDR SERIES TRUST | 74,574 | $6.0M | 0.68% | |
| 18 | VTIVANGUARD INDEX FDS | 17,146 | $5.7M | 0.65% | |
| 19 | BOXXEA SERIES TRUST | 42,588 | $4.9M | 0.55% | |
| 20 | IWBISHARES TR | 13,088 | $4.9M | 0.55% | |
| 21 | DFICDIMENSIONAL ETF TRUST | 135,017 | $4.7M | 0.53% | |
| 22 | DFIVDIMENSIONAL ETF TRUST | 92,899 | $4.6M | 0.52% | |
| 23 | AVDEAMERICAN CENTY ETF TR | 55,452 | $4.6M | 0.52% | |
| 24 | VTVVANGUARD INDEX FDS | 20,876 | $4.0M | 0.45% | |
| 25 | VOVANGUARD INDEX FDS | 13,069 | $3.8M | 0.43% | |
| 26 | SCHHSCHWAB STRATEGIC TR | 172,816 | $3.6M | 0.41% | |
| 27 | AAPLAPPLE INC | 13,242 | $3.6M | 0.41% | Call |
| 28 | DFUSDIMENSIONAL ETF TRUST | 40,784 | $3.0M | 0.34% | |
| 29 | SCHFSCHWAB STRATEGIC TR | 121,559 | $2.9M | 0.33% | |
| 30 | NVDANVIDIA CORPORATION | 14,642 | $2.7M | 0.31% | |
| 31 | VEUVANGUARD INTL EQUITY INDEX F | 35,874 | $2.6M | 0.30% | |
| 32 | MSFTMICROSOFT CORP | 4,964 | $2.4M | 0.27% | |
| 33 | VBVANGUARD INDEX FDS | 9,244 | $2.4M | 0.27% | |
| 34 | SPMDSPDR SERIES TRUST | 40,236 | $2.3M | 0.26% | |
| 35 | BIVVANGUARD BD INDEX FDS | 29,533 | $2.3M | 0.26% | |
| 36 | BSVVANGUARD BD INDEX FDS | 27,747 | $2.2M | 0.25% | |
| 37 | SCHXSCHWAB STRATEGIC TR | 80,604 | $2.2M | 0.24% | |
| 38 | IWVISHARES TR | 5,500 | $2.1M | 0.24% | |
| 39 | DFSVDIMENSIONAL ETF TRUST | 62,560 | $2.1M | 0.23% | |
| 40 | SCHASCHWAB STRATEGIC TR | 71,534 | $2.0M | 0.23% | |
| 41 | SCHVSCHWAB STRATEGIC TR | 62,255 | $1.8M | 0.21% | |
| 42 | DISVDIMENSIONAL ETF TRUST | 43,182 | $1.6M | 0.19% | |
| 43 | AVSCAMERICAN CENTY ETF TR | 27,218 | $1.6M | 0.18% | |
| 44 | SPYSPDR S&P 500 ETF TR | 2,315 | $1.6M | 0.18% | |
| 45 | LRCXLAM RESEARCH CORP | 9,111 | $1.6M | 0.18% | |
| 46 | IVEISHARES TR | 7,317 | $1.6M | 0.18% | |
| 47 | LHXL3HARRIS TECHNOLOGIES INC | 4,955 | $1.5M | 0.16% | |
| 48 | IWCISHARES TR | 8,917 | $1.4M | 0.16% | |
| 49 | SLYVSPDR SERIES TRUST | 14,226 | $1.3M | 0.15% | |
| 50 | IWMISHARES TR | 4,500 | $1.1M | 0.13% | |
| 51 | VBRVANGUARD INDEX FDS | 5,204 | $1.1M | 0.12% | |
| 52 | XOMEXXON MOBIL CORP | 8,471 | $1.0M | 0.12% | |
| 53 | VVVANGUARD INDEX FDS | 3,152 | $992K | 0.11% | |
| 54 | IJRISHARES TR | 8,047 | $967K | 0.11% | |
| 55 | JNJJOHNSON & JOHNSON | 4,623 | $956K | 0.11% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,812 | $910K | 0.10% | |
| 57 | AXPAMERICAN EXPRESS CO | 2,438 | $901K | 0.10% | |
| 58 | SCHCSCHWAB STRATEGIC TR | 19,107 | $869K | 0.10% | |
| 59 | USRTISHARES TR | 15,004 | $854K | 0.10% | |
| 60 | DEDEERE & CO | 1,827 | $850K | 0.10% | |
| 61 | SGOVISHARES TR | 8,332 | $836K | 0.09% | |
| 62 | IJHISHARES TR | 12,637 | $834K | 0.09% | |
| 63 | EFAISHARES TR | 8,203 | $787K | 0.09% | |
| 64 | ORCLORACLE CORP | 3,603 | $702K | 0.08% | |
| 65 | VNQVANGUARD INDEX FDS | 7,871 | $696K | 0.08% | |
| 66 | WWDWOODWARD INC | 2,286 | $691K | 0.08% | |
| 67 | TFCTRUIST FINL CORP | 13,996 | $688K | 0.08% | |
| 68 | DISDISNEY WALT CO | 5,978 | $679K | 0.08% | Call |
| 69 | AVIVAMERICAN CENTY ETF TR | 8,819 | $628K | 0.07% | |
| 70 | HLTHILTON WORLDWIDE HLDGS INC | 2,103 | $604K | 0.07% | |
| 71 | DFEVDIMENSIONAL ETF TRUST | 17,641 | $595K | 0.07% | |
| 72 | RHCRH PLC | 4,590 | $572K | 0.06% | |
| 73 | KOCOCA COLA CO | 8,033 | $561K | 0.06% | |
| 74 | SCZISHARES TR | 6,972 | $540K | 0.06% | |
| 75 | DFACDIMENSIONAL ETF TRUST | 13,401 | $530K | 0.06% | |
| 76 | WECWEC ENERGY GROUP INC | 4,893 | $516K | 0.06% | |
| 77 | DLNWISDOMTREE TR | 5,664 | $498K | 0.06% | |
| 78 | TJXTJX COS INC NEW | 3,170 | $486K | 0.05% | |
| 79 | TXNTEXAS INSTRS INC | 2,607 | $452K | 0.05% | |
| 80 | IVWISHARES TR | 3,673 | $452K | 0.05% | |
| 81 | RCLROYAL CARIBBEAN GROUP | 1,537 | $428K | 0.05% | |
| 82 | HDHOME DEPOT INC | 1,234 | $424K | 0.05% | |
| 83 | VLOVALERO ENERGY CORP | 2,572 | $418K | 0.05% | |
| 84 | WMTWALMART INC | 3,751 | $417K | 0.05% | |
| 85 | SPDWSPDR INDEX SHS FDS | 9,136 | $405K | 0.05% | |
| 86 | ISIIONIS PHARMACEUTICALS INC | 5,000 | $395K | 0.04% | |
| 87 | NOCNORTHROP GRUMMAN CORP | 675 | $384K | 0.04% | |
| 88 | NEENEXTERA ENERGY INC | 4,708 | $377K | 0.04% | |
| 89 | SPTISPDR SERIES TRUST | 12,861 | $370K | 0.04% | |
| 90 | RWRSPDR SERIES TRUST | 3,763 | $369K | 0.04% | |
| 91 | VSSVANGUARD INTL EQUITY INDEX F | 2,556 | $366K | 0.04% | |
| 92 | BITBBITWISE BITCOIN ETF TR | 7,085 | $336K | 0.04% | |
| 93 | IWNISHARES TR | 1,757 | $318K | 0.04% | |
| 94 | AVEMAMERICAN CENTY ETF TR | 4,140 | $318K | 0.04% | |
| 95 | LLYELI LILLY & CO | 288 | $309K | 0.03% | |
| 96 | AVUSAMERICAN CENTY ETF TR | 2,760 | $308K | 0.03% | |
| 97 | QCOMQUALCOMM INC | 1,766 | $302K | 0.03% | |
| 98 | VBKVANGUARD INDEX FDS | 996 | $300K | 0.03% | |
| 99 | METAMETA PLATFORMS INC | 432 | $284K | 0.03% | |
| 100 | AMZNAMAZON COM INC | 1,209 | $279K | 0.03% |
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