Moisand Fitzgerald Tamayo, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$790.7M
Holdings
581
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (581 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAIDIMENSIONAL ETF TRUST | 3,565,796 | $123.3M | 15.59% | |
| 2 | SCHRSCHWAB STRATEGIC TR | 3,256,103 | $81.5M | 10.31% | |
| 3 | SCHOSCHWAB STRATEGIC TR | 3,245,196 | $79.1M | 10.01% | |
| 4 | AVLVAMERICAN CENTY ETF TR | 1,026,562 | $70.0M | 8.86% | |
| 5 | DFASDIMENSIONAL ETF TRUST | 954,004 | $60.8M | 7.69% | |
| 6 | AVUVAMERICAN CENTY ETF TR | 635,751 | $57.9M | 7.32% | |
| 7 | AVDVAMERICAN CENTY ETF TR | 410,296 | $32.5M | 4.11% | |
| 8 | DFARDIMENSIONAL ETF TRUST | 1,201,241 | $28.2M | 3.56% | |
| 9 | AVMVAMERICAN CENTY ETF TR | 429,561 | $28.1M | 3.55% | |
| 10 | DFUVDIMENSIONAL ETF TRUST | 572,044 | $24.2M | 3.06% | |
| 11 | DFAEDIMENSIONAL ETF TRUST | 606,532 | $17.6M | 2.22% | |
| 12 | IVVISHARES TR | 24,811 | $15.4M | 1.95% | |
| 13 | VOOVANGUARD INDEX FDS | 26,130 | $14.8M | 1.88% | |
| 14 | DFATDIMENSIONAL ETF TRUST | 201,404 | $10.9M | 1.37% | |
| 15 | DFAXDIMENSIONAL ETF TRUST | 306,541 | $9.0M | 1.14% | |
| 16 | SCHMSCHWAB STRATEGIC TR | 276,453 | $7.8M | 0.98% | |
| 17 | SPYMSPDR SERIES TRUST | 78,602 | $5.7M | 0.72% | |
| 18 | VTIVANGUARD INDEX FDS | 17,642 | $5.4M | 0.68% | |
| 19 | IWBISHARES TR | 13,162 | $4.5M | 0.57% | |
| 20 | DFICDIMENSIONAL ETF TRUST | 140,219 | $4.4M | 0.55% | |
| 21 | AVDEAMERICAN CENTY ETF TR | 56,304 | $4.2M | 0.53% | |
| 22 | DFIVDIMENSIONAL ETF TRUST | 94,322 | $4.0M | 0.51% | |
| 23 | SCHHSCHWAB STRATEGIC TR | 183,863 | $3.9M | 0.49% | |
| 24 | VOVANGUARD INDEX FDS | 13,611 | $3.8M | 0.48% | |
| 25 | VTVVANGUARD INDEX FDS | 21,171 | $3.7M | 0.47% | |
| 26 | DFUSDIMENSIONAL ETF TRUST | 42,620 | $2.9M | 0.36% | |
| 27 | SCHFSCHWAB STRATEGIC TR | 126,768 | $2.8M | 0.35% | |
| 28 | BSVVANGUARD BD INDEX FDS | 34,905 | $2.7M | 0.35% | |
| 29 | AAPLAPPLE INC | 13,255 | $2.7M | 0.34% | |
| 30 | BIVVANGUARD BD INDEX FDS | 33,287 | $2.6M | 0.33% | |
| 31 | MSFTMICROSOFT CORP | 5,013 | $2.5M | 0.32% | |
| 32 | VEUVANGUARD INTL EQUITY INDEX F | 36,833 | $2.5M | 0.31% | |
| 33 | NVDANVIDIA CORPORATION | 15,666 | $2.5M | 0.31% | |
| 34 | VBVANGUARD INDEX FDS | 9,778 | $2.3M | 0.29% | |
| 35 | SPMDSPDR SERIES TRUST | 41,395 | $2.3M | 0.28% | |
| 36 | SCHXSCHWAB STRATEGIC TR | 83,589 | $2.0M | 0.26% | |
| 37 | IWVISHARES TR | 5,548 | $1.9M | 0.25% | |
| 38 | SCHASCHWAB STRATEGIC TR | 74,956 | $1.9M | 0.24% | |
| 39 | DFSVDIMENSIONAL ETF TRUST | 63,935 | $1.9M | 0.24% | |
| 40 | SCHVSCHWAB STRATEGIC TR | 63,142 | $1.7M | 0.22% | |
| 41 | IVEISHARES TR | 7,498 | $1.5M | 0.19% | |
| 42 | SPYSPDR S&P 500 ETF TR | 2,329 | $1.4M | 0.18% | |
| 43 | AVSCAMERICAN CENTY ETF TR | 27,782 | $1.4M | 0.18% | |
| 44 | DISVDIMENSIONAL ETF TRUST | 43,296 | $1.4M | 0.18% | |
| 45 | LHXL3HARRIS TECHNOLOGIES INC | 4,905 | $1.2M | 0.16% | |
| 46 | SLYVSPDR SERIES TRUST | 15,188 | $1.2M | 0.15% | |
| 47 | IWCISHARES TR | 9,263 | $1.2M | 0.15% | |
| 48 | VBRVANGUARD INDEX FDS | 5,242 | $1.0M | 0.13% | |
| 49 | IWMISHARES TR | 4,580 | $988K | 0.12% | |
| 50 | DEDEERE & CO | 1,874 | $952K | 0.12% | |
| 51 | VVVANGUARD INDEX FDS | 3,186 | $908K | 0.11% | |
| 52 | DISDISNEY WALT CO | 7,260 | $899K | 0.11% | Call |
| 53 | XOMEXXON MOBIL CORP | 8,333 | $898K | 0.11% | |
| 54 | LRCXLAM RESEARCH CORP | 9,111 | $886K | 0.11% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,817 | $882K | 0.11% | |
| 56 | IJRISHARES TR | 8,019 | $876K | 0.11% | |
| 57 | SCHCSCHWAB STRATEGIC TR | 20,546 | $875K | 0.11% | |
| 58 | USRTISHARES TR | 15,255 | $862K | 0.11% | |
| 59 | ORCLORACLE CORP | 3,719 | $813K | 0.10% | |
| 60 | IJHISHARES TR | 12,858 | $797K | 0.10% | |
| 61 | AXPAMERICAN EXPRESS CO | 2,348 | $748K | 0.09% | |
| 62 | JNJJOHNSON & JOHNSON | 4,818 | $735K | 0.09% | |
| 63 | EFAISHARES TR | 8,203 | $733K | 0.09% | |
| 64 | VNQVANGUARD INDEX FDS | 8,047 | $716K | 0.09% | |
| 65 | AVIVAMERICAN CENTY ETF TR | 10,208 | $635K | 0.08% | |
| 66 | TFCTRUIST FINL CORP | 14,712 | $632K | 0.08% | |
| 67 | KOCOCA COLA CO | 8,090 | $572K | 0.07% | |
| 68 | WWDWOODWARD INC | 2,286 | $560K | 0.07% | |
| 69 | DFEVDIMENSIONAL ETF TRUST | 18,151 | $544K | 0.07% | |
| 70 | TXNTEXAS INSTRS INC | 2,607 | $541K | 0.07% | |
| 71 | XLKSELECT SECTOR SPDR TR | 2,107 | $533K | 0.07% | |
| 72 | WECWEC ENERGY GROUP INC | 5,033 | $524K | 0.07% | |
| 73 | HLTHILTON WORLDWIDE HLDGS INC | 1,948 | $518K | 0.07% | |
| 74 | SCZISHARES TR | 6,978 | $507K | 0.06% | |
| 75 | RCLROYAL CARIBBEAN GROUP | 1,537 | $481K | 0.06% | |
| 76 | DFACDIMENSIONAL ETF TRUST | 13,319 | $477K | 0.06% | |
| 77 | HDHOME DEPOT INC | 1,272 | $466K | 0.06% | |
| 78 | DLNWISDOMTREE TR | 5,664 | $465K | 0.06% | |
| 79 | RHCRH PLC | 4,590 | $421K | 0.05% | |
| 80 | IVWISHARES TR | 3,689 | $406K | 0.05% | |
| 81 | TJXTJX COS INC NEW | 3,170 | $391K | 0.05% | |
| 82 | SPDWSPDR INDEX SHS FDS | 9,415 | $381K | 0.05% | |
| 83 | SPTISPDR SERIES TRUST | 12,861 | $370K | 0.05% | |
| 84 | VLOVALERO ENERGY CORP | 2,743 | $368K | 0.05% | |
| 85 | RWRSPDR SERIES TRUST | 3,775 | $364K | 0.05% | |
| 86 | BOXXEA SERIES TRUST | 3,195 | $360K | 0.05% | |
| 87 | WMTWALMART INC | 3,624 | $354K | 0.04% | |
| 88 | BITBBITWISE BITCOIN ETF TR | 5,999 | $351K | 0.04% | |
| 89 | VSSVANGUARD INTL EQUITY INDEX F | 2,556 | $343K | 0.04% | |
| 90 | NOCNORTHROP GRUMMAN CORP | 684 | $341K | 0.04% | |
| 91 | MMM3M CO | 2,200 | $334K | 0.04% | |
| 92 | NEENEXTERA ENERGY INC | 4,719 | $327K | 0.04% | |
| 93 | QCOMQUALCOMM INC | 1,872 | $298K | 0.04% | |
| 94 | ACNACCENTURE PLC IRELAND | 975 | $291K | 0.04% | |
| 95 | AVEMAMERICAN CENTY ETF TR | 4,200 | $287K | 0.04% | |
| 96 | TAT&T INC | 9,808 | $283K | 0.04% | |
| 97 | SBUXSTARBUCKS CORP | 3,046 | $279K | 0.04% | |
| 98 | IWNISHARES TR | 1,757 | $277K | 0.04% | |
| 99 | NDQINVESCO QQQ TR | 501 | $276K | 0.03% | |
| 100 | VBKVANGUARD INDEX FDS | 996 | $275K | 0.03% |
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