HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAI) |
3,022,075 | +46,491 | $82,563 |
| DFAI | 3,022,075 | +46,491 | $82,563 |
| DIMENSIONAL ETF TRUST (DFAS) |
792,218 | +59,541 | $43,414 |
| DFAS | 792,218 | +59,541 | $43,414 |
| AMERICAN CENTY ETF TR (AVUV) |
507,757 | +37,819 | $39,407 |
| AVUV | 507,757 | +37,819 | $39,407 |
| SCHWAB STRATEGIC TR |
524,876 | +22,045 | $25,866 |
| SCHR | 524,876 | +22,045 | $25,866 |
| DIMENSIONAL ETF TRUST (DFUV) |
693,956 | -10,345 | $23,941 |
| DFUV | 693,956 | -10,345 | $23,941 |
| SCHWAB STRATEGIC TR |
308,889 | +8,879 | $21,940 |
| SCHM | 308,889 | +8,879 | $21,940 |
| AMERICAN CENTY ETF TR (AVDV) |
358,341 | +7,065 | $20,626 |
| AVDV | 358,341 | +7,065 | $20,626 |
| SPDR SER TR (SPLG) |
341,929 | +328 | $17,818 |
| SPLG | 341,929 | +328 | $17,818 |
| SCHWAB STRATEGIC TR |
909,572 | +59,959 | $17,764 |
| SCHH | 909,572 | +59,959 | $17,764 |
| VANGUARD INDEX FDS (VOO) |
38,595 | -1,188 | $15,719 |
| VOO | 38,595 | -1,188 | $15,719 |
| ISHARES TR (IVV) |
31,989 | -652 | $14,258 |
| IVV | 31,989 | -652 | $14,258 |
| DIMENSIONAL ETF TRUST (DFAE) |
496,468 | +13,781 | $11,647 |
| DFAE | 496,468 | +13,781 | $11,647 |
| DIMENSIONAL ETF TRUST (DFAT) |
236,578 | -1,917 | $10,975 |
| DFAT | 236,578 | -1,917 | $10,975 |
| SCHWAB STRATEGIC TR |
185,628 | +1,053 | $8,921 |
| SCHO | 185,628 | +1,053 | $8,921 |
| AMERICAN CENTY ETF TR (AVLV) |
161,387 | +32,314 | $8,610 |
| AVLV | 161,387 | +32,314 | $8,610 |
| DIMENSIONAL ETF TRUST (DFAX) |
350,342 | -2,895 | $8,166 |
| DFAX | 350,342 | -2,895 | $8,166 |
| SPDR SER TR (SPTI) |
274,785 | +1,292 | $7,774 |
| SPTI | 274,785 | +1,292 | $7,774 |
| SPDR SER TR (SPMD) |
149,507 | +1,785 | $6,861 |
| SPMD | 149,507 | +1,785 | $6,861 |
| ISHARES TR (USRT) |
102,862 | +3,350 | $5,288 |
| USRT | 102,862 | +3,350 | $5,288 |
| DIMENSIONAL ETF TRUST (DFIC) |
170,714 | -3,218 | $4,143 |
| DFIC | 170,714 | -3,218 | $4,143 |
| ISHARES TR (IWB) |
16,606 | -88 | $4,048 |
| IWB | 16,606 | -88 | $4,048 |
| VANGUARD INDEX FDS (VTI) |
18,141 | -21 | $3,996 |
| VTI | 18,141 | -21 | $3,996 |
| VANGUARD INDEX FDS (VO) |
15,844 | -77 | $3,488 |
| VO | 15,844 | -77 | $3,488 |
| VANGUARD INDEX FDS (VTV) |
23,262 | -121 | $3,306 |
| VTV | 23,262 | -121 | $3,306 |
| DIMENSIONAL ETF TRUST (DFIV) |
96,239 | -2,578 | $3,161 |
| DFIV | 96,239 | -2,578 | $3,161 |
| AMERICAN CENTY ETF TR (AVDE) |
54,145 | +304 | $3,108 |
| AVDE | 54,145 | +304 | $3,108 |
| SCHWAB STRATEGIC TR |
43,012 | -5,364 | $2,886 |
| SCHV | 43,012 | -5,364 | $2,886 |
| DIMENSIONAL ETF TRUST (DFUS) |
59,621 | -1,498 | $2,871 |
| DFUS | 59,621 | -1,498 | $2,871 |
| SCHWAB STRATEGIC TR |
80,438 | -694 | $2,868 |
| SCHF | 80,438 | -694 | $2,868 |
| SPDR SER TR (SPTS) |
84,337 | +961 | $2,428 |
| SPTS | 84,337 | +961 | $2,428 |
| VANGUARD INDEX FDS (VB) |
11,982 | -229 | $2,383 |
| VB | 11,982 | -229 | $2,383 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
43,095 | -3,866 | $2,345 |
| VEU | 43,095 | -3,866 | $2,345 |
| APPLE INC |
11,510 | -1,377 | $2,233 |
| AAPL | 11,510 | -1,377 | $2,233 |
| SCHWAB STRATEGIC TR |
47,739 | -7,373 | $2,091 |
| SCHA | 47,739 | -7,373 | $2,091 |
| SPDR SER TR (SLYV) |
24,522 | -4,191 | $1,893 |
| SLYV | 24,522 | -4,191 | $1,893 |
| SCHWAB STRATEGIC TR |
30,198 | -503 | $1,581 |
| SCHX | 30,198 | -503 | $1,581 |
| ISHARES TR (IVE) |
9,746 | -1,230 | $1,571 |
| IVE | 9,746 | -1,230 | $1,571 |
| ISHARES TR (IWV) |
5,939 | UNCH | $1,511 |
| IWV | 5,939 | UNCH | $1,511 |
| MICROSOFT CORP |
3,402 | -127 | $1,158 |
| MSFT | 3,402 | -127 | $1,158 |
| ISHARES TR (IWC) |
10,458 | -131 | $1,143 |
| IWC | 10,458 | -131 | $1,143 |
| VANGUARD SCOTTSDALE FDS (VONV) |
16,178 | -5,941 | $1,120 |
| VONV | 16,178 | -5,941 | $1,120 |
| DIMENSIONAL ETF TRUST (DISV) |
44,552 | -313 | $1,054 |
| DISV | 44,552 | -313 | $1,054 |
| SPDR S&P 500 ETF TR (SPY) |
2,299 | -75 | $1,019 |
| SPY | 2,299 | -75 | $1,019 |
| AMERICAN CENTY ETF TR (AVSC) |
21,905 | -4,619 | $1,000 |
| AVSC | 21,905 | -4,619 | $1,000 |
| DIMENSIONAL ETF TRUST (DFSV) |
37,823 | +3,651 | $972 |
| DFSV | 37,823 | +3,651 | $972 |
| ISHARES TR (IWM) |
5,078 | -2 | $951 |
| IWM | 5,078 | -2 | $951 |
| L3HARRIS TECHNOLOGIES INC |
4,816 | UNCH | $943 |
| LHX | 4,816 | UNCH | $943 |
| DIMENSIONAL ETF TRUST (DFAR) |
43,028 | -3,481 | $926 |
| DFAR | 43,028 | -3,481 | $926 |
| VANGUARD INDEX FDS (VBR) |
5,577 | -560 | $922 |
| VBR | 5,577 | -560 | $922 |
| SCHWAB STRATEGIC TR |
26,687 | -463 | $901 |
| SCHC | 26,687 | -463 | $901 |
See Full List: All Stocks Held By Moisand Fitzgerald Tamayo LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Moisand Fitzgerald Tamayo LLC
|
Size ($ in 1000's)
At 06/30/2023: $489,276 At 03/31/2023: $468,304 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 |
