Moisand Fitzgerald Tamayo, LLC
Q3 2026 13F filing
Updated 21 days ago677 disclosed positions worth $995.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C DIMENSIONAL ETF TRUST | $156.3M | 3.77M | 15.70% | Added(+2.1%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $124.3M | 1.37M | 12.49% | Added(+1.3%) |
| 3 | S SCHWAB STRATEGIC TR | $105.3M | 4.41M | 10.58% | Added(+8.1%) |
| 4 | S SCHWAB STRATEGIC TR | $105M | 4.43M | 10.55% | Added(+8.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $77M | 994.7K | 7.74% | Added(+1.5%) |
| 6 | ? N/A AMERICAN CENTY ETF TR | $75.4M | 639.9K | 7.57% | Added(+1.3%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $43.8M | 400.5K | 4.40% | Added(+4.3%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $36M | 471.2K | 3.61% | Added(+3.9%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $28.6M | 519.6K | 2.87% | Trimmed(-2.9%) |
| 10 | N DIMENSIONAL ETF TRUST | $23.8M | 604.7K | 2.39% | Added(+2.5%) |
| 11 | E ISHARES TR | $16.5M | 21.6K | 1.66% | Trimmed(-3.8%) |
| 12 | V VANGUARD INDEX FDS | $14M | 20.0K | 1.41% | Trimmed(-3.3%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $12.1M | 182.5K | 1.22% | Trimmed(-2.5%) |
| 14 | D DIMENSIONAL ETF TRUST | $10.4M | 281.8K | 1.05% | Trimmed(-3.2%) |
| 15 | S SCHWAB STRATEGIC TR | $8.7M | 256.5K | 0.88% | Trimmed(-1.3%) |
| 16 | ? N/A EA SERIES TRUST | $7.5M | 63.0K | 0.75% | Added(+18.4%) |
| 17 | M DIMENSIONAL ETF TRUST | $7M | 125.8K | 0.71% | Added(+44.8%) |
| 18 | V VANGUARD INDEX FDS | $6.4M | 17.0K | 0.64% | Trimmed(-2.7%) |
| 19 | S SPDR SERIES TRUST | $6.2M | 69.5K | 0.63% | Trimmed(-0.6%) |
| 20 | E ISHARES TR | $5.3M | 12.6K | 0.53% | Trimmed(-0.7%) |
| 21 | ? N/A DIMENSIONAL ETF TRUST | $4.8M | 127.9K | 0.48% | Trimmed(-1.4%) |
| 22 | ? N/A AMERICAN CENTY ETF TR | $4.4M | 49.0K | 0.44% | Trimmed(-1.3%) |
| 23 | V VANGUARD INDEX FDS | $4.2M | 19.6K | 0.43% | Trimmed(-0.7%) |
| 24 | V VANGUARD INDEX FDS | $3.9M | 50.2K | 0.40% | Trimmed(-3.0%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $3.9M | 47.1K | 0.39% | Added(+14.9%) |
| 26 | A APPLE INC | $3.7M | 11.1K | 0.37% | Trimmed(-6.8%) |
| 27 | S SCHWAB STRATEGIC TR | $3.6M | 164.7K | 0.36% | Trimmed(-1.9%) |
| 28 | N NVIDIA CORPORATION | $3.6M | 15.7K | 0.36% | Added(+4.2%) |
| 29 | S SCHWAB STRATEGIC TR | $3M | 110.5K | 0.30% | Trimmed(-1.0%) |
| 30 | L LAM RESEARCH CORP | $3M | 9.2K | 0.30% | Added(+0.5%) |
| 31 | V VANGUARD INTL EQUITY INDEX F | $2.9M | 34.9K | 0.29% | Trimmed(-0.5%) |
| 32 | M MICROSOFT CORP | $2.7M | 5.3K | 0.27% | Added(+4.3%) |
| 33 | V VANGUARD INDEX FDS | $2.5M | 8.7K | 0.25% | Trimmed(-3.7%) |
| 34 | S SPDR SERIES TRUST | $2.4M | 38.7K | 0.24% | Trimmed(-1.0%) |
| 35 | E ISHARES TR | $2.4M | 5.5K | 0.24% | Unchanged |
| 36 | S SCHWAB STRATEGIC TR | $2.4M | 78.4K | 0.24% | Trimmed(-0.6%) |
| 37 | S SCHWAB STRATEGIC TR | $2.2M | 67.9K | 0.22% | Trimmed(-1.4%) |
| 38 | S SCHWAB STRATEGIC TR | $2M | 58.7K | 0.20% | Trimmed(-2.1%) |
| 39 | ? N/A AMERICAN CENTY ETF TR | $1.8M | 26.6K | 0.18% | Trimmed(-1.3%) |
| 40 | V VANGUARD BD INDEX FDS | $1.8M | 23.6K | 0.18% | Trimmed(-13.3%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 41.4K | 0.18% | Trimmed(-3.5%) |
| 42 | ? N/A ISHARES TR | $1.6M | 8.9K | 0.16% | Trimmed(-0.3%) |
| 43 | E ISHARES TR | $1.6M | 6.8K | 0.16% | Trimmed(-1.6%) |
| 44 | X EXXONMOBIL HOLDINGS CORP | $1.4M | 8.8K | 0.14% | — |
| 45 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.8K | 0.14% | Trimmed(-20.6%) |
| 46 | V VANGUARD BD INDEX FDS | $1.4M | 19.0K | 0.14% | Trimmed(-30.4%) |
| 47 | S SPDR SERIES TRUST | $1.3M | 12.5K | 0.13% | Trimmed(-7.2%) |
| 48 | V VANGUARD INDEX FDS | $1.2M | 5.2K | 0.12% | Trimmed(-0.4%) |
| 49 | J JOHNSON & JOHNSON | $1.2M | 4.5K | 0.12% | Added(+0.1%) |
| 50 | L L3HARRIS TECHNOLOGIES INC | $1.2M | 5.0K | 0.12% | Unchanged |