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Moisand Fitzgerald Tamayo LLC Top Holdings
As of  09/30/2022, below is a summary of the Moisand Fitzgerald Tamayo LLC top holdings by largest position size, as per the latest 13f filing made by Moisand Fitzgerald Tamayo LLC. In the Moisand Fitzgerald Tamayo LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Moisand Fitzgerald Tamayo LLC in that top holding, then the share count change between reporting periods, and finally the Moisand Fitzgerald Tamayo LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAI) 2,721,585 +294,415 $58,705
     DFAI2,721,585+294,415$58,705
DIMENSIONAL ETF TRUST (DFUV) 791,438 -27,625 $23,434
     DFUV791,438-27,625$23,434
SCHWAB STRATEGIC TR 413,326 +440 $20,311
     SCHR413,326+440$20,311
DIMENSIONAL ETF TRUST (DFAS) 406,539 +80,153 $18,912
     DFAS406,539+80,153$18,912
SCHWAB STRATEGIC TR 290,618 +10,258 $17,591
     SCHM290,618+10,258$17,591
AMERICAN CENTY ETF TR (AVUV) 253,484 +65,300 $16,765
     AVUV253,484+65,300$16,765
AMERICAN CENTY ETF TR (AVDV) 331,515 +29,199 $15,747
     AVDV331,515+29,199$15,747
SCHWAB STRATEGIC TR 774,049 +33,966 $14,467
     SCHH774,049+33,966$14,467
VANGUARD INDEX FDS (VOO) 41,407 +183 $13,594
     VOO41,407+183$13,594
SPDR SER TR (SPLG) 300,932 +12,954 $12,636
     SPLG300,932+12,954$12,636
ISHARES TR (IVV) 33,226 -950 $11,916
     IVV33,226-950$11,916
DIMENSIONAL ETF TRUST (DFAT) 265,337 -3,966 $10,340
     DFAT265,337-3,966$10,340
DIMENSIONAL ETF TRUST (DFAE) 429,152 +39,387 $8,622
     DFAE429,152+39,387$8,622
SCHWAB STRATEGIC TR 157,290 -9,533 $7,591
     SCHO157,290-9,533$7,591
DIMENSIONAL ETF TRUST (DFAX) 355,409 +36,606 $6,714
     DFAX355,409+36,606$6,714
SPDR SER TR (SPTI) 233,576 -3,244 $6,570
     SPTI233,576-3,244$6,570
SPDR SER TR (SPMD) 146,433 +3,623 $5,646
     SPMD146,433+3,623$5,646
ISHARES TR (USRT) 86,234 +4,271 $4,096
     USRT86,234+4,271$4,096
SCHWAB STRATEGIC TR 92,197 -12,155 $3,485
     SCHA92,197-12,155$3,485
SCHWAB STRATEGIC TR 59,544 -4,422 $3,484
     SCHV59,544-4,422$3,484
VANGUARD INDEX FDS (VTI) 18,585 -173 $3,335
     VTI18,585-173$3,335
ISHARES TR (IWB) 16,840 -69 $3,323
     IWB16,840-69$3,323
SPDR SER TR (SLYV) 49,266 -9,880 $3,308
     SLYV49,266-9,880$3,308
SCHWAB STRATEGIC TR 110,405 -7,618 $3,106
     SCHF110,405-7,618$3,106
VANGUARD INDEX FDS (VTV) 23,862 -336 $2,946
     VTV23,862-336$2,946
DIMENSIONAL ETF TRUST (DFIV) 114,115 +576 $2,940
     DFIV114,115+576$2,940
VANGUARD INDEX FDS (VO) 13,834 -167 $2,600
     VO13,834-167$2,600
DIMENSIONAL ETF TRUST (DFIC) 122,086 -7,544 $2,339
     DFIC122,086-7,544$2,339
AMERICAN CENTY ETF TR (AVDE) 49,728 +2,755 $2,269
     AVDE49,728+2,755$2,269
VANGUARD INTL EQUITY INDEX F (VEU) 50,959 -2,006 $2,261
     VEU50,959-2,006$2,261
VANGUARD INDEX FDS (VB) 12,714 -587 $2,173
     VB12,714-587$2,173
AMERICAN CENTY ETF TR (AVLV) 48,570 +29,975 $2,157
     AVLV48,570+29,975$2,157
VANGUARD SCOTTSDALE FDS (VONV) 33,975 -5,062 $2,028
     VONV33,975-5,062$2,028
SPDR SER TR (SPTS) 69,727 -6,842 $2,016
     SPTS69,727-6,842$2,016
APPLE INC 12,967 +1,344 $1,792
     AAPL12,967+1,344$1,792
DIMENSIONAL ETF TRUST (DFUS) 39,047 +12,164 $1,516
     DFUS39,047+12,164$1,516
ISHARES TR (IVE) 11,273 +6 $1,449
     IVE11,273+6$1,449
ISHARES TR (IWC) 12,357 -43 $1,278
     IWC12,357-43$1,278
ISHARES TR (IWV) 5,939 UNCH $1,230
     IWV5,939UNCH$1,230
TRUIST FINL CORP 24,744 +45 $1,077
     TFC24,744+45$1,077
SCHWAB STRATEGIC TR 37,383 -4,162 $1,037
     SCHC37,383-4,162$1,037
MICROSOFT CORP 4,380 +481 $1,020
     MSFT4,380+481$1,020
L3HARRIS TECHNOLOGIES INC 4,816 +5 $1,001
     LHX4,816+5$1,001
SCHWAB STRATEGIC TR 23,376 -1,239 $990
     SCHX23,376-1,239$990
WEC ENERGY GROUP INC 10,159 +121 $909
     WEC10,159+121$909
VANGUARD INDEX FDS (VNQ) 11,257 -291 $902
     VNQ11,257-291$902
VANGUARD INDEX FDS (VBR) 6,243 -25 $895
     VBR6,243-25$895
NEXTERA ENERGY INC 10,962 +133 $860
     NEE10,962+133$860
SPDR S&P 500 ETF TR (SPY) 2,374 UNCH $848
     SPY2,374UNCH$848
ISHARES TR (IWM) 5,081 -3 $838
     IWM5,081-3$838

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 09/30/2022: $364,717
At 06/30/2022: $371,803

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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