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	VVVANGUARD INDEX FDS	3,152	$992K	0.11%
2	IJRISHARES TR	8,047	$967K	0.11%
3	JNJJOHNSON & JOHNSON	4,623	$956K	0.11%
4	BRK/BBERKSHIRE HATHAWAY INC DEL	1,812	$910K	0.10%
5	AXPAMERICAN EXPRESS CO	2,438	$901K	0.10%
6	SCHCSCHWAB STRATEGIC TR	19,107	$869K	0.10%
7	USRTISHARES TR	15,004	$854K	0.10%
8	DEDEERE & CO	1,827	$850K	0.10%
9	SGOVISHARES TR	8,332	$836K	0.09%
10	IJHISHARES TR	12,637	$834K	0.09%
11	EFAISHARES TR	8,203	$787K	0.09%
12	ORCLORACLE CORP	3,603	$702K	0.08%
13	VNQVANGUARD INDEX FDS	7,871	$696K	0.08%
14	WWDWOODWARD INC	2,286	$691K	0.08%
15	TFCTRUIST FINL CORP	13,996	$688K	0.08%
16	DISDISNEY WALT CO	5,978	$679K	0.08%	Call
17	AVIVAMERICAN CENTY ETF TR	8,819	$628K	0.07%
18	HLTHILTON WORLDWIDE HLDGS INC	2,103	$604K	0.07%
19	DFEVDIMENSIONAL ETF TRUST	17,641	$595K	0.07%
20	RHCRH PLC	4,590	$572K	0.06%
21	KOCOCA COLA CO	8,033	$561K	0.06%
22	SCZISHARES TR	6,972	$540K	0.06%
23	DFACDIMENSIONAL ETF TRUST	13,401	$530K	0.06%
24	WECWEC ENERGY GROUP INC	4,893	$516K	0.06%
25	DLNWISDOMTREE TR	5,664	$498K	0.06%
26	TJXTJX COS INC NEW	3,170	$486K	0.05%
27	TXNTEXAS INSTRS INC	2,607	$452K	0.05%
28	IVWISHARES TR	3,673	$452K	0.05%
29	RCLROYAL CARIBBEAN GROUP	1,537	$428K	0.05%
30	HDHOME DEPOT INC	1,234	$424K	0.05%
31	VLOVALERO ENERGY CORP	2,572	$418K	0.05%
32	WMTWALMART INC	3,751	$417K	0.05%
33	SPDWSPDR INDEX SHS FDS	9,136	$405K	0.05%
34	ISIIONIS PHARMACEUTICALS INC	5,000	$395K	0.04%
35	NOCNORTHROP GRUMMAN CORP	675	$384K	0.04%
36	NEENEXTERA ENERGY INC	4,708	$377K	0.04%
37	SPTISPDR SERIES TRUST	12,861	$370K	0.04%
38	RWRSPDR SERIES TRUST	3,763	$369K	0.04%
39	VSSVANGUARD INTL EQUITY INDEX F	2,556	$366K	0.04%
40	BITBBITWISE BITCOIN ETF TR	7,085	$336K	0.04%
41	IWNISHARES TR	1,757	$318K	0.04%
42	AVEMAMERICAN CENTY ETF TR	4,140	$318K	0.04%
43	LLYELI LILLY & CO	288	$309K	0.03%
44	AVUSAMERICAN CENTY ETF TR	2,760	$308K	0.03%
45	QCOMQUALCOMM INC	1,766	$302K	0.03%
46	VBKVANGUARD INDEX FDS	996	$300K	0.03%
47	METAMETA PLATFORMS INC	432	$284K	0.03%
48	AMZNAMAZON COM INC	1,209	$279K	0.03%
49	PNCPNC FINL SVCS GROUP INC	1,326	$276K	0.03%
50	DONSPDR DOW JONES INDL AVERAGE	549	$263K	0.03%
51	GOOGALPHABET INC	833	$261K	0.03%
52	ACNACCENTURE PLC IRELAND	975	$261K	0.03%
53	SBUXSTARBUCKS CORP	3,046	$256K	0.03%
54	SCCOSOUTHERN COPPER CORP	1,751	$251K	0.03%
55	TAT&T INC	9,808	$243K	0.03%
56	PANWPALO ALTO NETWORKS INC	1,312	$241K	0.03%
57	JBLJABIL INC	1,023	$233K	0.03%
58	MCDMCDONALDS CORP	764	$233K	0.03%
59	OEFISHARES TR	676	$231K	0.03%
60	VEAVANGUARD TAX-MANAGED FDS	3,511	$219K	0.02%
61	EFVISHARES TR	3,062	$218K	0.02%
62	QVALEA SERIES TRUST	4,430	$216K	0.02%
63	AQLTISHARES TR	1,500	$211K	0.02%
64	SPSMSPDR SERIES TRUST	4,489	$210K	0.02%
65	SSBSOUTHSTATE BK CORP	2,174	$204K	0.02%
66	ETHAISHARES ETHEREUM TR	8,848	$198K	0.02%
67	PFEPFIZER INC	7,751	$193K	0.02%
68	SPYVSPDR SERIES TRUST	3,322	$188K	0.02%
69	GOOGLALPHABET INC	602	$188K	0.02%
70	COPCONOCOPHILLIPS	2,018	$188K	0.02%
71	VGTVANGUARD WORLD FD	250	$188K	0.02%
72	SCHBSCHWAB STRATEGIC TR	6,859	$179K	0.02%
73	IWDISHARES TR	763	$160K	0.02%
74	JPMJPMORGAN CHASE & CO.	496	$159K	0.02%
75	TSLATESLA INC	352	$158K	0.02%
76	CVXCHEVRON CORP NEW	1,007	$153K	0.02%
77	VIGVANGUARD SPECIALIZED FUNDS	688	$151K	0.02%
78	FTECFIDELITY COVINGTON TRUST	652	$146K	0.02%
79	BACVERIZON COMMUNICATIONS INC	3,537	$144K	0.02%
80	DFAIDIMENSIONAL ETF TRUST	3,627,710	$138K	0.02%
81	DRIDARDEN RESTAURANTS INC	730	$134K	0.02%
82	0DFCDIREXION SHS ETF TR	800	$134K	0.02%
83	IBMINTERNATIONAL BUSINESS MACHS	443	$131K	0.01%
84	UCBUNITED CMNTY BKS BLAIRSVLE G	4,064	$126K	0.01%
85	PGPROCTER AND GAMBLE CO	870	$124K	0.01%
86	XLUSELECT SECTOR SPDR TR	2,894	$123K	0.01%
87	EFGISHARES TR	1,060	$120K	0.01%
88	SBSISOUTHSIDE BANCSHARES INC	3,807	$115K	0.01%
89	GISGENERAL MLS INC	2,451	$113K	0.01%
90	MUBISHARES TR	1,058	$113K	0.01%
91	NOWSERVICENOW INC	730	$111K	0.01%
92	UNHUNITEDHEALTH GROUP INC	331	$109K	0.01%
93	DESWISDOMTREE TR	3,249	$108K	0.01%
94	NDQINVESCO QQQ TR	174	$107K	0.01%
95	ICFISHARES TR	1,805	$107K	0.01%
96	XLKSELECT SECTOR SPDR TR	744	$107K	0.01%
97	GWXSPDR INDEX SHS FDS	2,629	$107K	0.01%
98	VWOVANGUARD INTL EQUITY INDEX F	1,965	$105K	0.01%
99	COSTCOSTCO WHSL CORP NEW	120	$103K	0.01%
100	AMDADVANCED MICRO DEVICES INC	475	$101K	0.01%

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