Moisand Fitzgerald Tamayo, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MF Moisand Fitzgerald Tamayo, LLC | Institutional Filer | ▲ 4.90% | $924.5M | 512 |
Current Portfolio Holdings
Showing all 512 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 3.6M | $140.2M | 15.17% |
| 2 | AVLV | AMERICAN CENTY ETF TR | — | 1.4M | $109.5M | 11.85% |
| 3 | SCHR | SCHWAB STRATEGIC TR | — | 3.9M | $97.1M | 10.50% |
| 4 | SCHO | SCHWAB STRATEGIC TR | — | 3.9M | $95.2M | 10.29% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 633K | $69.9M | 7.56% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | — | 970K | $69.0M | 7.47% |
| 7 | AVDV | AMERICAN CENTY ETF TR | — | 378K | $37.8M | 4.09% |
| 8 | DFAR | DIMENSIONAL ETF TRUST | — | 1.4M | $34.2M | 3.70% |
| 9 | AVMV | AMERICAN CENTY ETF TR | — | 445K | $33.0M | 3.57% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | — | 545K | $26.4M | 2.85% |
| 11 | DFAE | DIMENSIONAL ETF TRUST | — | 588K | $19.9M | 2.15% |
| 12 | IVV | ISHARES TR | — | 23K | $15.0M | 1.62% |
| 13 | VOO | VANGUARD INDEX FDS | — | 21K | $12.6M | 1.37% |
| 14 | DFAT | DIMENSIONAL ETF TRUST | — | 190K | $11.9M | 1.28% |
| 15 | DFAX | DIMENSIONAL ETF TRUST | — | 294K | $10.0M | 1.08% |
Showing 1 to 15 of 512 holdings