HoldingsChannel.com
Moisand Fitzgerald Tamayo LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 69,592 -2,794 $18,971
     VOO69,592-2,794$18,971
ISHARES TR (IVV) 49,430 -1,401 $14,756
     IVV49,430-1,401$14,756
SCHWAB STRATEGIC TR 236,140 +672 $13,351
     SCHM236,140+672$13,351
SCHWAB STRATEGIC TR 231,556 +238 $10,923
     SCHH231,556+238$10,923
SCHWAB STRATEGIC TR 339,133 +7,443 $10,805
     SCHF339,133+7,443$10,805
SPDR SERIES TRUST (SPLG) 293,268 +16,662 $10,220
     SPLG293,268+16,662$10,220
SCHWAB STRATEGIC TR 139,705 -3,067 $7,925
     SCHV139,705-3,067$7,925
SPDR SERIES TRUST (SLYV) 109,216 +2,937 $6,691
     SLYV109,216+2,937$6,691
SCHWAB STRATEGIC TR 127,793 +5,376 $6,465
     SCHO127,793+5,376$6,465
SCHWAB STRATEGIC TR 112,086 +1,556 $6,227
     SCHR112,086+1,556$6,227
SCHWAB STRATEGIC TR 86,477 -1,609 $6,030
     SCHA86,477-1,609$6,030
SCHWAB STRATEGIC TR 144,031 +336 $4,580
     SCHC144,031+336$4,580
VANGUARD INTL EQUITY INDEX F (VEU) 76,303 -1,899 $3,808
     VEU76,303-1,899$3,808
SPDR SERIES TRUST (SPMD) 104,174 +5,368 $3,530
     SPMD104,174+5,368$3,530
VANGUARD INDEX FDS (VTI) 22,934 -63 $3,463
     VTI22,934-63$3,463
ISHARES TR (USRT) 56,693 +989 $3,149
     USRT56,693+989$3,149
ISHARES TR (IWB) 18,657 -389 $3,070
     IWB18,657-389$3,070
SPDR INDEX SHS FDS (SPDW) 99,349 +5,543 $2,917
     SPDW99,349+5,543$2,917
VANGUARD INDEX FDS (VO) 16,434 -424 $2,754
     VO16,434-424$2,754
SPDR SERIES TRUST (SPTS) 66,606 +4,143 $2,000
     SPTS66,606+4,143$2,000
SPDR SERIES TRUST (ITE) 61,884 +31,499 $1,935
     ITE61,884+31,499$1,935
SPDR SERIES TRUST (SPYV) 59,454 -1,255 $1,900
     SPYV59,454-1,255$1,900
ISHARES TR (IVE) 15,657 -48 $1,865
     IVE15,657-48$1,865
SCHWAB STRATEGIC TR 19,062 -309 $1,352
     SCHX19,062-309$1,352
ISHARES TR (IWC) 14,938 -181 $1,317
     IWC14,938-181$1,317
3M CO 7,650 -50 $1,258
     MMM7,650-50$1,258
VANGUARD INDEX FDS (VB) 8,078 -125 $1,243
     VB8,078-125$1,243
SPDR SERIES TRUST (SPSM) 38,681 +1,330 $1,160
     SPSM38,681+1,330$1,160
SPDR INDEX SHS FDS (GWX) 37,918 +2,915 $1,114
     GWX37,918+2,915$1,114
ISHARES TR (IWV) 6,231 UNCH $1,083
     IWV6,231UNCH$1,083
VANGUARD INDEX FDS (VTV) 8,913 -371 $995
     VTV8,913-371$995
VANGUARD INDEX FDS (VBR) 7,284 -153 $939
     VBR7,284-153$939
ISHARES TR (IWM) 6,053 UNCH $916
     IWM6,053UNCH$916
ISHARES TR (IJH) 4,672 -48 $903
     IJH4,672-48$903
WEC ENERGY GROUP INC 9,242 +55 $879
     WEC9,242+55$879
ISHARES TR (IJR) 11,235 -66 $875
     IJR11,235-66$875
DISNEY WALT CO 6,248 +1 $814
     DIS6,248+1$814
HOME DEPOT INC 3,497 UNCH $811
     HD3,497UNCH$811
AT&T INC 19,295 -1,050 $730
     T19,295-1,050$730
VANGUARD INDEX FDS (VNQ) 7,661 -519 $714
     VNQ7,661-519$714
VANGUARD BD INDEX FD INC (BSV) 8,707 -868 $703
     BSV8,707-868$703
APPLE INC 2,938 UNCH $658
     AAPL2,938UNCH$658
SPDR SERIES TRUST (RWR) 6,274 +91 $656
     RWR6,274+91$656
ISHARES TR (EFA) 9,937 UNCH $648
     EFA9,937UNCH$648
NEXTERA ENERGY INC 2,593 -131 $604
     NEE2,593-131$604
ISHARES TR (SCZ) 10,490 -283 $600
     SCZ10,490-283$600
VANGUARD INDEX FDS (VV) 4,398 -121 $600
     VV4,398-121$600
JOHNSON & JOHNSON 4,562 -160 $590
     JNJ4,562-160$590
SPDR S&P 500 ETF TR (SPY) 1,953 UNCH $580
     SPY1,953UNCH$580
VANGUARD INTL EQUITY INDEX F (VSS) 5,505 -140 $561
     VSS5,505-140$561

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 09/30/2019: $184,761
At 06/30/2019: $183,620

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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