Moisand Fitzgerald Tamayo, LLC Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$722.8B
Holdings
588
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (588 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAIDIMENSIONAL ETF TRUST | 3,652,694 | $114.1B | 15.78% | |
| 2 | AVLVAMERICAN CENTY ETF TR | 908,716 | $59.3B | 8.20% | |
| 3 | DFASDIMENSIONAL ETF TRUST | 888,703 | $53.1B | 7.35% | |
| 4 | SCHRSCHWAB STRATEGIC TR | 2,135,579 | $53.1B | 7.34% | |
| 5 | AVUVAMERICAN CENTY ETF TR | 583,732 | $50.9B | 7.04% | |
| 6 | SCHOSCHWAB STRATEGIC TR | 2,086,399 | $50.8B | 7.03% | |
| 7 | AVDVAMERICAN CENTY ETF TR | 427,270 | $29.8B | 4.12% | |
| 8 | DFARDIMENSIONAL ETF TRUST | 1,127,983 | $26.8B | 3.71% | |
| 9 | BSVVANGUARD BD INDEX FDS | 324,305 | $25.4B | 3.51% | |
| 10 | BIVVANGUARD BD INDEX FDS | 319,594 | $24.5B | 3.39% | |
| 11 | AVMVAMERICAN CENTY ETF TR | 393,645 | $24.2B | 3.35% | |
| 12 | DFUVDIMENSIONAL ETF TRUST | 586,765 | $24.2B | 3.35% | |
| 13 | DFAEDIMENSIONAL ETF TRUST | 608,244 | $15.7B | 2.18% | |
| 14 | IVVISHARES TR | 25,271 | $14.2B | 1.96% | |
| 15 | VOOVANGUARD INDEX FDS | 27,250 | $14.0B | 1.94% | |
| 16 | DFATDIMENSIONAL ETF TRUST | 206,246 | $10.6B | 1.47% | |
| 17 | DFAXDIMENSIONAL ETF TRUST | 311,542 | $8.2B | 1.13% | |
| 18 | SCHMSCHWAB STRATEGIC TR | 286,789 | $7.5B | 1.04% | |
| 19 | SPYMSPDR SER TR | 79,812 | $5.2B | 0.73% | |
| 20 | VTIVANGUARD INDEX FDS | 17,748 | $4.9B | 0.67% | |
| 21 | SCHHSCHWAB STRATEGIC TR | 217,183 | $4.7B | 0.65% | |
| 22 | IWBISHARES TR | 13,655 | $4.2B | 0.58% | |
| 23 | DFICDIMENSIONAL ETF TRUST | 150,496 | $4.2B | 0.58% | |
| 24 | DFIVDIMENSIONAL ETF TRUST | 97,120 | $3.8B | 0.53% | |
| 25 | AVDEAMERICAN CENTY ETF TR | 56,134 | $3.7B | 0.51% | |
| 26 | VTVVANGUARD INDEX FDS | 21,304 | $3.7B | 0.51% | |
| 27 | VOVANGUARD INDEX FDS | 14,155 | $3.7B | 0.51% | |
| 28 | AAPLAPPLE INC | 13,516 | $3.0B | 0.42% | Call |
| 29 | DFUSDIMENSIONAL ETF TRUST | 43,095 | $2.6B | 0.36% | |
| 30 | SCHFSCHWAB STRATEGIC TR | 130,199 | $2.6B | 0.36% | |
| 31 | VEUVANGUARD INTL EQUITY INDEX F | 37,784 | $2.3B | 0.32% | |
| 32 | VBVANGUARD INDEX FDS | 10,138 | $2.2B | 0.31% | |
| 33 | SPMDSPDR SER TR | 42,712 | $2.2B | 0.30% | |
| 34 | MSFTMICROSOFT CORP | 4,962 | $1.9B | 0.26% | |
| 35 | SCHXSCHWAB STRATEGIC TR | 83,306 | $1.8B | 0.25% | |
| 36 | SCHASCHWAB STRATEGIC TR | 75,580 | $1.8B | 0.24% | |
| 37 | IWVISHARES TR | 5,548 | $1.8B | 0.24% | |
| 38 | NVDANVIDIA CORPORATION | 15,786 | $1.7B | 0.24% | |
| 39 | SCHVSCHWAB STRATEGIC TR | 64,346 | $1.7B | 0.24% | |
| 40 | DFSVDIMENSIONAL ETF TRUST | 57,897 | $1.6B | 0.23% | |
| 41 | IVEISHARES TR | 7,554 | $1.4B | 0.20% | |
| 42 | SPYSPDR S&P 500 ETF TR | 2,329 | $1.3B | 0.18% | |
| 43 | AVSCAMERICAN CENTY ETF TR | 25,893 | $1.3B | 0.17% | |
| 44 | DISVDIMENSIONAL ETF TRUST | 42,767 | $1.2B | 0.17% | |
| 45 | SLYVSPDR SER TR | 15,502 | $1.2B | 0.17% | |
| 46 | IWCISHARES TR | 9,617 | $1.1B | 0.15% | |
| 47 | LHXL3HARRIS TECHNOLOGIES INC | 4,805 | $1.0B | 0.14% | |
| 48 | XOMEXXON MOBIL CORP | 8,333 | $991.0M | 0.14% | |
| 49 | VBRVANGUARD INDEX FDS | 5,263 | $980.4M | 0.14% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,817 | $967.7M | 0.13% | |
| 51 | IWMISHARES TR | 4,580 | $913.7M | 0.13% | |
| 52 | USRTISHARES TR | 15,300 | $881.3M | 0.12% | |
| 53 | DEDEERE & CO | 1,874 | $879.6M | 0.12% | |
| 54 | IJRISHARES TR | 8,334 | $871.5M | 0.12% | |
| 55 | VVVANGUARD INDEX FDS | 3,205 | $823.8M | 0.11% | |
| 56 | JNJJOHNSON & JOHNSON | 4,931 | $817.8M | 0.11% | |
| 57 | IJHISHARES TR | 13,043 | $761.0M | 0.11% | |
| 58 | SCHCSCHWAB STRATEGIC TR | 21,147 | $758.8M | 0.10% | |
| 59 | DISDISNEY WALT CO | 7,623 | $752.4M | 0.10% | Call |
| 60 | VNQVANGUARD INDEX FDS | 8,119 | $735.1M | 0.10% | |
| 61 | EFAISHARES TR | 8,203 | $670.4M | 0.09% | |
| 62 | LRCXLAM RESEARCH CORP | 9,111 | $662.4M | 0.09% | |
| 63 | AVIVAMERICAN CENTY ETF TR | 11,431 | $647.9M | 0.09% | |
| 64 | AXPAMERICAN EXPRESS CO | 2,338 | $629.0M | 0.09% | |
| 65 | TFCTRUIST FINL CORP | 14,712 | $605.4M | 0.08% | |
| 66 | KOCOCA COLA CO | 8,090 | $579.4M | 0.08% | |
| 67 | WECWEC ENERGY GROUP INC | 5,033 | $548.5M | 0.08% | |
| 68 | ORCLORACLE CORP | 3,719 | $520.0M | 0.07% | |
| 69 | DFEVDIMENSIONAL ETF TRUST | 18,534 | $501.3M | 0.07% | |
| 70 | TXNTEXAS INSTRS INC | 2,607 | $468.5M | 0.06% | |
| 71 | HDHOME DEPOT INC | 1,272 | $466.2M | 0.06% | |
| 72 | SCZISHARES TR | 7,235 | $459.7M | 0.06% | |
| 73 | DLNWISDOMTREE TR | 5,664 | $449.6M | 0.06% | |
| 74 | DFACDIMENSIONAL ETF TRUST | 13,449 | $443.7M | 0.06% | |
| 75 | HLTHILTON WORLDWIDE HLDGS INC | 1,948 | $443.3M | 0.06% | |
| 76 | DRIDARDEN RESTAURANTS INC | 2,117 | $439.8M | 0.06% | |
| 77 | XLKSELECT SECTOR SPDR TR | 2,107 | $435.1M | 0.06% | |
| 78 | WWDWOODWARD INC | 2,286 | $417.2M | 0.06% | |
| 79 | SGOVISHARES TR | 3,982 | $400.9M | 0.06% | |
| 80 | TJXTJX COS INC NEW | 3,170 | $386.1M | 0.05% | |
| 81 | RWRSPDR SER TR | 3,773 | $374.0M | 0.05% | |
| 82 | SPTISPDR SER TR | 12,958 | $370.3M | 0.05% | |
| 83 | VLOVALERO ENERGY CORP | 2,743 | $362.3M | 0.05% | |
| 84 | SPDWSPDR INDEX SHS FDS | 9,795 | $356.6M | 0.05% | |
| 85 | BOXXEA SERIES TRUST | 3,195 | $356.2M | 0.05% | |
| 86 | NOCNORTHROP GRUMMAN CORP | 684 | $350.2M | 0.05% | |
| 87 | IVWISHARES TR | 3,689 | $342.4M | 0.05% | |
| 88 | NEENEXTERA ENERGY INC | 4,719 | $334.5M | 0.05% | |
| 89 | MMM3M CO | 2,200 | $323.1M | 0.04% | |
| 90 | WMTWALMART INC | 3,624 | $318.2M | 0.04% | |
| 91 | RCLROYAL CARIBBEAN GROUP | 1,537 | $315.8M | 0.04% | |
| 92 | VSSVANGUARD INTL EQUITY INDEX F | 2,700 | $312.1M | 0.04% | |
| 93 | ACNACCENTURE PLC IRELAND | 975 | $304.2M | 0.04% | |
| 94 | SBUXSTARBUCKS CORP | 3,046 | $298.8M | 0.04% | |
| 95 | QCOMQUALCOMM INC | 1,862 | $286.0M | 0.04% | |
| 96 | TAT&T INC | 9,808 | $277.4M | 0.04% | |
| 97 | GISGENERAL MLS INC | 4,461 | $266.7M | 0.04% | |
| 98 | IWNISHARES TR | 1,757 | $265.3M | 0.04% | |
| 99 | BITBBITWISE BITCOIN ETF TR | 5,835 | $261.9M | 0.04% | |
| 100 | AVEMAMERICAN CENTY ETF TR | 4,200 | $252.7M | 0.03% |
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