Moisand Fitzgerald Tamayo, LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$707.4M

Holdings

598

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (598 positions)

StockValue
DFAIDIMENSIONAL ETF TRUST
$105K
AVLVAMERICAN CENTY ETF TR
$57K
DFASDIMENSIONAL ETF TRUST
$56K
AVUVAMERICAN CENTY ETF TR
$54K
SCHRSCHWAB STRATEGIC TR
$39K
SCHOSCHWAB STRATEGIC TR
$37K
BSVVANGUARD BD INDEX FDS
$33K
BIVVANGUARD BD INDEX FDS
$32K
AVDVAMERICAN CENTY ETF TR
$27K
AVMVAMERICAN CENTY ETF TR
$25K
DFARDIMENSIONAL ETF TRUST
$25K
DFUVDIMENSIONAL ETF TRUST
$24K
VOOVANGUARD INDEX FDS
$15K
IVVISHARES TR
$15K
DFAEDIMENSIONAL ETF TRUST
$15K
DFATDIMENSIONAL ETF TRUST
$12K
SCHMSCHWAB STRATEGIC TR
$8K
DFAXDIMENSIONAL ETF TRUST
$8K
SPYMSPDR SER TR
$6K
VTIVANGUARD INDEX FDS
$5K
SCHHSCHWAB STRATEGIC TR
$5K
IWBISHARES TR
$5K
DFICDIMENSIONAL ETF TRUST
$4K
VOVANGUARD INDEX FDS
$4K
VTVVANGUARD INDEX FDS
$4K
AVDEAMERICAN CENTY ETF TR
$4K
DFIVDIMENSIONAL ETF TRUST
$3K
AAPLAPPLE INC
$3K
DFUSDIMENSIONAL ETF TRUST
$3K
VBVANGUARD INDEX FDS
$2K
SCHFSCHWAB STRATEGIC TR
$2K
SPMDSPDR SER TR
$2K
MSFTMICROSOFT CORP
$2K
VEUVANGUARD INTL EQUITY INDEX F
$2K
NVDANVIDIA CORPORATION
$2K
SCHASCHWAB STRATEGIC TR
$2K
SCHXSCHWAB STRATEGIC TR
$2K
IWVISHARES TR
$2K
DFSVDIMENSIONAL ETF TRUST
$2K
SCHVSCHWAB STRATEGIC TR
$2K
IVEISHARES TR
$1K
AVSCAMERICAN CENTY ETF TR
$1K
SLYVSPDR SER TR
$1K
SPYSPDR S&P 500 ETF TR
$1K
IWCISHARES TR
$1K
DISVDIMENSIONAL ETF TRUST
$1K
VBRVANGUARD INDEX FDS
$1K
IJRISHARES TR
$1K
IWMISHARES TR
$1K
LHXL3HARRIS TECHNOLOGIES INC
$1K
USRTISHARES TR
$897
XOMEXXON MOBIL CORP
$896
VVVANGUARD INDEX FDS
$873
IJHISHARES TR
$871
DEDEERE & CO
$840
DISDISNEY WALT CO
$824
SCHCSCHWAB STRATEGIC TR
$744
VNQVANGUARD INDEX FDS
$728
JNJJOHNSON & JOHNSON
$728
AXPAMERICAN EXPRESS CO
$693
TFCTRUIST FINL CORP
$685
BRK/BBERKSHIRE HATHAWAY INC DEL
$680
ORCLORACLE CORP
$659
EFAISHARES TR
$620
AVIVAMERICAN CENTY ETF TR
$602
HDHOME DEPOT INC
$590
KOCOCA COLA CO
$514
SGOVISHARES TR
$493
DFEVDIMENSIONAL ETF TRUST
$485
HLTHILTON WORLDWIDE HLDGS INC
$481
WECWEC ENERGY GROUP INC
$473
DFACDIMENSIONAL ETF TRUST
$466
XLKSELECT SECTOR SPDR TR
$464
DLNWISDOMTREE TR
$440
SCZISHARES TR
$439
TJXTJX COS INC NEW
$422
SPTISPDR SER TR
$409
TXNTEXAS INSTRS INC
$396
DRIDARDEN RESTAURANTS INC
$395
RWRSPDR SER TR
$375
WMTWALMART INC
$363
IVWISHARES TR
$360
BOXXEA SERIES TRUST
$355
RCLROYAL CARIBBEAN GROUP
$354
SPDWSPDR INDEX SHS FDS
$342
ACNACCENTURE PLC IRELAND
$342
NEENEXTERA ENERGY INC
$339
NOCNORTHROP GRUMMAN CORP
$320
VSSVANGUARD INTL EQUITY INDEX F
$309
IWNISHARES TR
$288
GISGENERAL MLS INC
$284
MMM3M CO
$283
QCOMQUALCOMM INC
$281
VBKVANGUARD INDEX FDS
$278
SBUXSTARBUCKS CORP
$277
METAMETA PLATFORMS INC
$266
NDQINVESCO QQQ TR
$256
AVUSAMERICAN CENTY ETF TR
$256
PNCPNC FINL SVCS GROUP INC
$255
AVEMAMERICAN CENTY ETF TR
$246
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