HoldingsChannel.com
Moisand Fitzgerald Tamayo LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 68,059 -1,533 $20,132
     VOO68,059-1,533$20,132
ISHARES TR (IVV) 48,004 -1,426 $15,517
     IVV48,004-1,426$15,517
SCHWAB STRATEGIC TR 238,342 +2,202 $14,336
     SCHM238,342+2,202$14,336
SCHWAB STRATEGIC TR 341,049 +1,916 $11,469
     SCHF341,049+1,916$11,469
SPDR SERIES TRUST (SPLG) 287,766 -5,502 $10,883
     SPLG287,766-5,502$10,883
SCHWAB STRATEGIC TR 231,144 -412 $10,623
     SCHH231,144-412$10,623
SCHWAB STRATEGIC TR 133,673 -6,032 $8,036
     SCHV133,673-6,032$8,036
SPDR SERIES TRUST (SLYV) 106,360 -2,856 $6,989
     SLYV106,360-2,856$6,989
SCHWAB STRATEGIC TR 131,795 +4,002 $6,653
     SCHO131,795+4,002$6,653
SCHWAB STRATEGIC TR 84,109 -2,368 $6,362
     SCHA84,109-2,368$6,362
SCHWAB STRATEGIC TR 113,291 +1,205 $6,223
     SCHR113,291+1,205$6,223
SCHWAB STRATEGIC TR 141,291 -2,740 $4,896
     SCHC141,291-2,740$4,896
VANGUARD INTL EQUITY INDEX F (VEU) 75,034 -1,269 $4,033
     VEU75,034-1,269$4,033
SPDR SERIES TRUST (SPMD) 103,039 -1,135 $3,733
     SPMD103,039-1,135$3,733
VANGUARD INDEX FDS (VTI) 22,450 -484 $3,673
     VTI22,450-484$3,673
ISHARES TR (IWB) 18,421 -236 $3,287
     IWB18,421-236$3,287
SPDR INDEX SHS FDS (SPDW) 102,952 +3,603 $3,228
     SPDW102,952+3,603$3,228
ISHARES TR (USRT) 57,925 +1,232 $3,162
     USRT57,925+1,232$3,162
VANGUARD INDEX FDS (VO) 16,036 -398 $2,857
     VO16,036-398$2,857
SPDR SERIES TRUST (SPTS) 70,587 +3,981 $2,115
     SPTS70,587+3,981$2,115
ISHARES TR (IVE) 15,602 -55 $2,030
     IVE15,602-55$2,030
SPDR SERIES TRUST (SPYV) 56,295 -3,159 $1,965
     SPYV56,295-3,159$1,965
SPDR SERIES TRUST (ITE) 62,944 +1,060 $1,947
     ITE62,944+1,060$1,947
ISHARES TR (IWC) 14,745 -193 $1,467
     IWC14,745-193$1,467
SCHWAB STRATEGIC TR 18,797 -265 $1,444
     SCHX18,797-265$1,444
3M CO 7,508 -142 $1,325
     MMM7,508-142$1,325
VANGUARD INDEX FDS (VB) 7,934 -144 $1,314
     VB7,934-144$1,314
SPDR SERIES TRUST (SPSM) 39,459 +778 $1,288
     SPSM39,459+778$1,288
SPDR INDEX SHS FDS (GWX) 38,520 +602 $1,227
     GWX38,520+602$1,227
ISHARES TR (IWV) 6,196 -35 $1,168
     IWV6,196-35$1,168
VANGUARD INDEX FDS (VTV) 9,142 +229 $1,096
     VTV9,142+229$1,096
VANGUARD INDEX FDS (VBR) 7,633 +349 $1,046
     VBR7,633+349$1,046
ISHARES TR (IWM) 6,037 -16 $1,000
     IWM6,037-16$1,000
ISHARES TR (IJR) 11,201 -34 $939
     IJR11,201-34$939
ISHARES TR (IJH) 4,512 -160 $929
     IJH4,512-160$929
DISNEY WALT CO 6,248 UNCH $904
     DIS6,248UNCH$904
WEC ENERGY GROUP INC 9,304 +62 $858
     WEC9,304+62$858
APPLE INC 2,915 -23 $856
     AAPL2,915-23$856
HOME DEPOT INC 3,323 -174 $726
     HD3,323-174$726
AT&T INC 18,505 -790 $723
     T18,505-790$723
VANGUARD BD INDEX FD INC (BSV) 8,928 +221 $720
     BSV8,928+221$720
VANGUARD INDEX FDS (VNQ) 7,748 +87 $719
     VNQ7,748+87$719
ISHARES TR (EFA) 9,924 -13 $689
     EFA9,924-13$689
ISHARES TR (SCZ) 10,524 +34 $655
     SCZ10,524+34$655
JOHNSON & JOHNSON 4,468 -94 $652
     JNJ4,468-94$652
VANGUARD INDEX FDS (VV) 4,397 -1 $650
     VV4,397-1$650
SPDR SERIES TRUST (RWR) 6,215 -59 $634
     RWR6,215-59$634
NEXTERA ENERGY INC 2,593 UNCH $628
     NEE2,593UNCH$628
SPDR S&P 500 ETF TR (SPY) 1,945 -8 $626
     SPY1,945-8$626
VANGUARD INTL EQUITY INDEX F (VSS) 5,472 -33 $608
     VSS5,472-33$608

See Full List: All Stocks Held By Moisand Fitzgerald Tamayo LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Moisand Fitzgerald Tamayo LLC

Size ($ in 1000's)
At 12/31/2019: $193,758
At 09/30/2019: $184,761

Moisand Fitzgerald Tamayo LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moisand Fitzgerald Tamayo LLC 13F filings. Link to 13F filings: SEC filings

Moisand Fitzgerald Tamayo LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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