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Size ($ in 1000's)
At 03/31/2024: $653,770
At 12/31/2023: $578,209
Moisand Fitzgerald Tamayo LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Moisand Fitzgerald Tamayo LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Moisand Fitzgerald Tamayo LLC top holdings by largest position size, as per the latest 13f filing made by Moisand Fitzgerald Tamayo LLC.
In the Moisand Fitzgerald Tamayo LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Moisand Fitzgerald Tamayo LLC in that top holding, then the share count change between reporting periods, and finally the Moisand Fitzgerald Tamayo LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
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$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
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Moisand Fitzgerald Tamayo LLC
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