Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAI) | 3,333,486 | +121,916 | $100,738 |
DFAI | 3,333,486 | +121,916 | $100,738 |
DIMENSIONAL ETF TRUST (DFAS) | 840,043 | +21,452 | $52,368 |
DFAS | 840,043 | +21,452 | $52,368 |
AMERICAN CENTY ETF TR (AVUV) | 526,716 | +13,037 | $49,359 |
AVUV | 526,716 | +13,037 | $49,359 |
AMERICAN CENTY ETF TR (AVLV) | 751,306 | +183,075 | $48,279 |
AVLV | 751,306 | +183,075 | $48,279 |
SCHWAB STRATEGIC TR | 696,828 | +58,029 | $34,179 |
SCHR | 696,828 | +58,029 | $34,179 |
SCHWAB STRATEGIC TR | 641,775 | +181,410 | $30,940 |
SCHO | 641,775 | +181,410 | $30,940 |
SCHWAB STRATEGIC TR | 377,757 | +18,888 | $30,761 |
SCHM | 377,757 | +18,888 | $30,761 |
AMERICAN CENTY ETF TR (AVDV) | 396,370 | +15,640 | $26,105 |
AVDV | 396,370 | +15,640 | $26,105 |
DIMENSIONAL ETF TRUST (DFUV) | 628,903 | -15,910 | $25,722 |
DFUV | 628,903 | -15,910 | $25,722 |
SCHWAB STRATEGIC TR | 1,244,689 | +106,505 | $25,267 |
SCHH | 1,244,689 | +106,505 | $25,267 |
VANGUARD BD INDEX FDS (BSV) | 313,781 | +156,698 | $24,058 |
BSV | 313,781 | +156,698 | $24,058 |
VANGUARD BD INDEX FDS (BIV) | 313,154 | +155,823 | $23,612 |
BIV | 313,154 | +155,823 | $23,612 |
VANGUARD INDEX FDS (VOO) | 33,020 | -1,849 | $15,873 |
VOO | 33,020 | -1,849 | $15,873 |
ISHARES TR (IVV) | 28,726 | -963 | $15,102 |
IVV | 28,726 | -963 | $15,102 |
DIMENSIONAL ETF TRUST (DFAE) | 558,373 | +28,264 | $13,803 |
DFAE | 558,373 | +28,264 | $13,803 |
DIMENSIONAL ETF TRUST (DFAT) | 220,390 | -3,035 | $11,996 |
DFAT | 220,390 | -3,035 | $11,996 |
DIMENSIONAL ETF TRUST (DFAX) | 328,175 | -1,713 | $8,349 |
DFAX | 328,175 | -1,713 | $8,349 |
SPDR SER TR (SPLG) | 126,652 | -61,733 | $7,793 |
SPLG | 126,652 | -61,733 | $7,793 |
VANGUARD INDEX FDS (VTI) | 17,440 | -318 | $4,533 |
VTI | 17,440 | -318 | $4,533 |
DIMENSIONAL ETF TRUST (DFIC) | 164,619 | -5,387 | $4,404 |
DFIC | 164,619 | -5,387 | $4,404 |
ISHARES TR (IWB) | 14,934 | -1,010 | $4,301 |
IWB | 14,934 | -1,010 | $4,301 |
VANGUARD INDEX FDS (VO) | 15,213 | -78 | $3,801 |
VO | 15,213 | -78 | $3,801 |
AMERICAN CENTY ETF TR (AVDE) | 58,445 | +1,167 | $3,725 |
AVDE | 58,445 | +1,167 | $3,725 |
VANGUARD INDEX FDS (VTV) | 22,477 | -172 | $3,661 |
VTV | 22,477 | -172 | $3,661 |
DIMENSIONAL ETF TRUST (DFIV) | 96,058 | +2,963 | $3,530 |
DFIV | 96,058 | +2,963 | $3,530 |
SPDR SER TR (SPMD) | 63,234 | -22,355 | $3,373 |
SPMD | 63,234 | -22,355 | $3,373 |
SCHWAB STRATEGIC TR | 72,466 | -3,427 | $2,828 |
SCHF | 72,466 | -3,427 | $2,828 |
DIMENSIONAL ETF TRUST (DFUS) | 49,407 | -4,337 | $2,815 |
DFUS | 49,407 | -4,337 | $2,815 |
VANGUARD INDEX FDS (VB) | 10,764 | -389 | $2,461 |
VB | 10,764 | -389 | $2,461 |
APPLE INC | $2,386 | ||
AAPL | 13,717 | -3 | $2,352 |
Call | 200 | UNCH | $34 |
VANGUARD INTL EQUITY INDEX F (VEU) | 39,531 | -379 | $2,318 |
VEU | 39,531 | -379 | $2,318 |
MICROSOFT CORP | 5,291 | -23 | $2,226 |
MSFT | 5,291 | -23 | $2,226 |
SCHWAB STRATEGIC TR | 28,511 | -1,951 | $2,166 |
SCHV | 28,511 | -1,951 | $2,166 |
SCHWAB STRATEGIC TR | 42,345 | -1,488 | $2,085 |
SCHA | 42,345 | -1,488 | $2,085 |
ISHARES TR (USRT) | 33,874 | -18,813 | $1,822 |
USRT | 33,874 | -18,813 | $1,822 |
SCHWAB STRATEGIC TR | 29,285 | -689 | $1,817 |
SCHX | 29,285 | -689 | $1,817 |
DIMENSIONAL ETF TRUST (DFSV) | 60,145 | -363 | $1,810 |
DFSV | 60,145 | -363 | $1,810 |
ISHARES TR (IWV) | 5,903 | UNCH | $1,771 |
IWV | 5,903 | UNCH | $1,771 |
NVIDIA CORPORATION | 1,825 | -38 | $1,649 |
NVDA | 1,825 | -38 | $1,649 |
ISHARES TR (IVE) | 8,649 | -267 | $1,616 |
IVE | 8,649 | -267 | $1,616 |
SPDR SER TR (SLYV) | 19,304 | -1,256 | $1,602 |
SLYV | 19,304 | -1,256 | $1,602 |
AMERICAN CENTY ETF TR (AVSC) | 27,983 | -843 | $1,465 |
AVSC | 27,983 | -843 | $1,465 |
SPDR SER TR (SPTI) | 49,714 | -58,342 | $1,401 |
SPTI | 49,714 | -58,342 | $1,401 |
ISHARES TR (IWC) | 10,419 | -21 | $1,263 |
IWC | 10,419 | -21 | $1,263 |
SPDR S&P 500 ETF TR (SPY) | 2,354 | UNCH | $1,231 |
SPY | 2,354 | UNCH | $1,231 |
DIMENSIONAL ETF TRUST (DISV) | 43,038 | -375 | $1,170 |
DISV | 43,038 | -375 | $1,170 |
DIMENSIONAL ETF TRUST (DFAR) | 49,665 | +3,074 | $1,111 |
DFAR | 49,665 | +3,074 | $1,111 |
VANGUARD INDEX FDS (VBR) | 5,544 | -22 | $1,064 |
VBR | 5,544 | -22 | $1,064 |
L3HARRIS TECHNOLOGIES INC | 4,805 | UNCH | $1,024 |
LHX | 4,805 | UNCH | $1,024 |
ISHARES TR (IWM) | 4,792 | -54 | $1,008 |
IWM | 4,792 | -54 | $1,008 |
See Full List: All Stocks Held By Moisand Fitzgerald Tamayo LLC
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See Details: Top 10 Stocks Held By Moisand Fitzgerald Tamayo LLC
Size ($ in 1000's)
At 03/31/2024: $653,770 At 12/31/2023: $578,209 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 |