HoldingsChannel.com
Moisand Fitzgerald Tamayo LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 72,386 -2,241 $19,483
     VOO72,386-2,241$19,483
ISHARES TR (IVV) 50,831 -875 $14,982
     IVV50,831-875$14,982
SCHWAB STRATEGIC TR 235,468 +5,598 $13,443
     SCHM235,468+5,598$13,443
SCHWAB STRATEGIC TR 331,690 +9,641 $10,644
     SCHF331,690+9,641$10,644
SCHWAB STRATEGIC TR 231,318 +5,937 $10,280
     SCHH231,318+5,937$10,280
SPDR SERIES TRUST (SPLG) 276,606 +1,991 $9,554
     SPLG276,606+1,991$9,554
SCHWAB STRATEGIC TR 142,772 +32 $8,015
     SCHV142,772+32$8,015
SPDR SERIES TRUST (SLYV) 106,279 +2,444 $6,449
     SLYV106,279+2,444$6,449
SCHWAB STRATEGIC TR 88,086 -953 $6,296
     SCHA88,086-953$6,296
SCHWAB STRATEGIC TR 122,417 +4,409 $6,193
     SCHO122,417+4,409$6,193
SCHWAB STRATEGIC TR 110,530 +1,114 $6,075
     SCHR110,530+1,114$6,075
SCHWAB STRATEGIC TR 143,695 -1,020 $4,690
     SCHC143,695-1,020$4,690
VANGUARD INTL EQUITY INDEX F (VEU) 78,202 -3,140 $3,988
     VEU78,202-3,140$3,988
VANGUARD INDEX FDS (VTI) 22,997 -418 $3,452
     VTI22,997-418$3,452
SPDR SERIES TRUST (SPMD) 98,806 -132 $3,366
     SPMD98,806-132$3,366
ISHARES TR (IWB) 19,046 -554 $3,100
     IWB19,046-554$3,100
ISHARES TR (USRT) 55,704 +749 $2,898
     USRT55,704+749$2,898
VANGUARD INDEX FDS (VO) 16,858 -385 $2,818
     VO16,858-385$2,818
SPDR INDEX SHS FDS (SPDW) 93,806 +3,100 $2,776
     SPDW93,806+3,100$2,776
SPDR SERIES TRUST (SPYV) 60,709 +486 $1,899
     SPYV60,709+486$1,899
SPDR SERIES TRUST (ITE) 30,385 +454 $1,878
     ITE30,385+454$1,878
SPDR SERIES TRUST (SPTS) 62,463 +2,714 $1,874
     SPTS62,463+2,714$1,874
ISHARES TR (IVE) 15,705 -1,470 $1,831
     IVE15,705-1,470$1,831
ISHARES TR (IWC) 15,119 UNCH $1,409
     IWC15,119UNCH$1,409
SCHWAB STRATEGIC TR 19,371 -393 $1,360
     SCHX19,371-393$1,360
3M CO 7,700 -199 $1,335
     MMM7,700-199$1,335
VANGUARD INDEX FDS (VB) 8,203 -70 $1,285
     VB8,203-70$1,285
SPDR SERIES TRUST (SPSM) 37,351 -1,153 $1,144
     SPSM37,351-1,153$1,144
ISHARES TR (IWV) 6,231 -22 $1,074
     IWV6,231-22$1,074
SPDR INDEX SHS FDS (GWX) 35,003 +1,036 $1,048
     GWX35,003+1,036$1,048
VANGUARD INDEX FDS (VTV) 9,284 -181 $1,030
     VTV9,284-181$1,030
VANGUARD INDEX FDS (VBR) 7,437 +3 $971
     VBR7,437+3$971
ISHARES TR (IWM) 6,053 -73 $941
     IWM6,053-73$941
ISHARES TR (IJH) 4,720 -50 $917
     IJH4,720-50$917
ISHARES TR (IJR) 11,301 -22 $885
     IJR11,301-22$885
DISNEY WALT CO 6,247 UNCH $872
     DIS6,247UNCH$872
VANGUARD BD INDEX FD INC (BSV) 9,575 -1,421 $771
     BSV9,575-1,421$771
WEC ENERGY GROUP INC 9,187 +412 $766
     WEC9,187+412$766
HOME DEPOT INC 3,497 UNCH $727
     HD3,497UNCH$727
VANGUARD INDEX FDS (VNQ) 8,180 -519 $715
     VNQ8,180-519$715
AT&T INC 20,345 -676 $682
     T20,345-676$682
JOHNSON & JOHNSON 4,722 UNCH $658
     JNJ4,722UNCH$658
ISHARES TR (EFA) 9,937 -28 $653
     EFA9,937-28$653
ISHARES TR (SCZ) 10,773 -671 $618
     SCZ10,773-671$618
SPDR SERIES TRUST (RWR) 6,183 -36 $611
     RWR6,183-36$611
VANGUARD INDEX FDS (VV) 4,519 -47 $609
     VV4,519-47$609
VANGUARD INTL EQUITY INDEX F (VSS) 5,645 -49 $594
     VSS5,645-49$594
APPLE INC 2,938 +65 $581
     AAPL2,938+65$581
SPDR S&P 500 ETF TR (SPY) 1,953 UNCH $572
     SPY1,953UNCH$572
NEXTERA ENERGY INC 2,724 UNCH $558
     NEE2,724UNCH$558

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 06/30/2019: $183,620
At 03/31/2019: $180,018

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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