Moisand Fitzgerald Tamayo, LLC
Q2 2026 13F filing
Updated 61 days ago537 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $152.3M | 3.69M | 14.88% | Added(+2.6%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $123.7M | 1.36M | 12.08% | Trimmed(-0.1%) |
| 3 | S SCHW-PJ SCHWAB STRATEGIC TR | $100.5M | 4.07M | 9.81% | Added(+4.5%) |
| 4 | ? N/A SCHWAB STRATEGIC TR | $98.5M | 4.08M | 9.62% | Added(+4.1%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $80.7M | 979.6K | 7.88% | Added(+0.9%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $78.8M | 631.6K | 7.70% | Trimmed(-0.2%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $39.6M | 384.0K | 3.86% | Added(+1.5%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $38.1M | 1.46M | 3.72% | Added(+0.8%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $36.5M | 453.5K | 3.57% | Added(+2.0%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $29.4M | 535.1K | 2.87% | Trimmed(-1.7%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $23.7M | 590.1K | 2.32% | Added(+0.4%) |
| 12 | E ETHA ISHARES TR | $16.8M | 22.4K | 1.64% | Trimmed(-2.0%) |
| 13 | V VGES VANGUARD INDEX FDS | $14.2M | 20.7K | 1.39% | Trimmed(-2.3%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $13.1M | 187.1K | 1.28% | Trimmed(-1.6%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $10.7M | 291.1K | 1.05% | Trimmed(-0.8%) |
| 16 | S SCHW-PJ SCHWAB STRATEGIC TR | $9.6M | 259.9K | 0.94% | Trimmed(-1.7%) |
| 17 | V VGES VANGUARD INDEX FDS | $6.5M | 17.5K | 0.63% | Added(+4.0%) |
| 18 | ? N/A EA SERIES TRUST | $6.2M | 53.2K | 0.61% | Added(+4.3%) |
| 19 | S STT-PG SPDR SERIES TRUST | $6.1M | 69.9K | 0.60% | Trimmed(-4.0%) |
| 20 | E ETHA ISHARES TR | $5.2M | 12.7K | 0.51% | Trimmed(-2.3%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $4.8M | 129.7K | 0.47% | Trimmed(-2.2%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 86.9K | 0.46% | Trimmed(-2.4%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $4.4M | 49.7K | 0.43% | Trimmed(-1.2%) |
| 24 | V VGES VANGUARD INDEX FDS | $4.3M | 19.8K | 0.42% | Trimmed(-0.2%) |
| 25 | V VGES VANGUARD INDEX FDS | $4.2M | 51.7K | 0.41% | Added(+297.0%) |
| 26 | ? N/A SCHWAB STRATEGIC TR | $4M | 167.9K | 0.39% | Trimmed(-1.4%) |
| 27 | L LRCX LAM RESEARCH CORP | $3.9M | 9.1K | 0.39% | Unchanged |
| 28 | A AAPL APPLE INC | $3.5M | 11.9K | 0.34% | Trimmed(-8.8%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $3.4M | 41.0K | 0.33% | Added(+0.8%) |
| 30 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.1M | 111.6K | 0.30% | Trimmed(-3.0%) |
| 31 | N NVDA NVIDIA CORPORATION | $3M | 15.1K | 0.29% | Trimmed(-0.0%) |
| 32 | V VGES VANGUARD INTL EQUITY INDEX F | $2.9M | 35.1K | 0.29% | Added(+0.0%) |
| 33 | V VGES VANGUARD INDEX FDS | $2.7M | 9.0K | 0.27% | Added(+0.9%) |
| 34 | ? N/A SPDR SERIES TRUST | $2.6M | 39.1K | 0.26% | Trimmed(-2.0%) |
| 35 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.5M | 68.9K | 0.24% | Trimmed(-2.2%) |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 62.2K | 0.24% | Trimmed(-0.3%) |
| 37 | E ETHA ISHARES TR | $2.3M | 5.5K | 0.23% | Unchanged |
| 38 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.3M | 78.8K | 0.23% | Trimmed(-0.7%) |
| 39 | ? N/A VANGUARD BD INDEX FDS | $2.1M | 27.3K | 0.21% | Added(+1.3%) |
| 40 | V VGES VANGUARD BD INDEX FDS | $2.1M | 27.2K | 0.20% | Trimmed(-0.1%) |
| 41 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.1M | 59.9K | 0.20% | Trimmed(-1.0%) |
| 42 | ? N/A AMERICAN CENTY ETF TR | $2M | 26.9K | 0.19% | Trimmed(-0.5%) |
| 43 | M MSFT MICROSOFT CORP | $1.9M | 5.1K | 0.19% | Added(+2.6%) |
| 44 | ? N/A ISHARES TR | $1.8M | 8.9K | 0.17% | Trimmed(-0.1%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 42.9K | 0.17% | Unchanged |
| 46 | S SPY STATE STR SPDR S&P 500 ETF T | $1.7M | 2.3K | 0.17% | Unchanged |
| 47 | E ETHA ISHARES TR | $1.6M | 6.9K | 0.15% | Trimmed(-0.9%) |
| 48 | ? N/A SPDR SERIES TRUST | $1.5M | 13.5K | 0.14% | Trimmed(-1.4%) |
| 49 | ? N/A L3HARRIS TECHNOLOGIES INC | $1.4M | 5.0K | 0.14% | Unchanged |
| 50 | E ETHA ISHARES TR | $1.3M | 4.4K | 0.13% | Trimmed(-2.1%) |