Institutions / Moisand Fitzgerald Tamayo, LLC

Moisand Fitzgerald Tamayo, LLC

CIK 1649107 · Institution · as of Dec 31, 2025

Portfolio value

$885.49M

Positions

515

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 515 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$138.25M	3,627,710	15.6%
Schwab Strategic Tr	—	$91.70M	3,656,158	10.4%
Schwab Strategic Tr	—	$89.45M	3,670,514	10.1%
American Centy ETF Tr	—	$86.30M	1,138,940	9.7%
Dimensional ETF Trust	—	$67.34M	966,616	7.6%
American Centy ETF Tr	—	$65.83M	645,547	7.4%
American Centy ETF Tr	—	$37.45M	398,564	4.2%
American Centy ETF Tr	—	$31.61M	443,990	3.6%
Dimensional ETF Trust	—	$31.11M	1,358,580	3.5%
Dimensional ETF Trust	—	$25.93M	556,567	2.9%
Dimensional ETF Trust	—	$19.45M	597,107	2.2%
iShares Tr	—	$15.93M	23,258	1.8%
Vanguard Index Fds	—	$13.81M	22,019	1.6%
Dimensional ETF Trust	—	$11.61M	195,022	1.3%
Dimensional ETF Trust	—	$9.84M	300,546	1.1%
Schwab Strategic Tr	—	$8.11M	269,680	0.9%
SPDR Series Trust	—	$5.98M	74,574	0.7%
Vanguard Index Fds	—	$5.75M	17,146	0.6%
Ea Series Trust	—	$4.90M	42,588	0.6%
iShares Tr	—	$4.89M	13,088	0.6%
Dimensional ETF Trust	—	$4.65M	135,017	0.5%
Dimensional ETF Trust	—	$4.64M	92,899	0.5%
American Centy ETF Tr	—	$4.56M	55,452	0.5%
Vanguard Index Fds	—	$3.99M	20,876	0.5%
Vanguard Index Fds	—	$3.79M	13,069	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.