Moisand Fitzgerald Tamayo, LLC
512 holdingsFiling period: 2026-06-30Current AUM: $1.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional ETF Trust | 3.69M | $152.3M | $153.8M | 15.10% | +94.0K | 2026-06-30 |
| 2 | AVLV | American Centy ETF TR | 1.36M | $123.7M | $126.7M | 12.45% | -1,880 | 2026-06-30 |
| 3 | SCHR | Schwab Strategic TR | 4.07M | $100.5M | $97.2M | 9.55% | +177.2K | 2026-06-30 |
| 4 | SCHO | Schwab Strategic TR | 4.08M | $98.5M | $97.5M | 9.58% | +161.4K | 2026-06-30 |
| 5 | DFAS | Dimensional ETF Trust | 979.6K | $80.7M | $76.9M | 7.56% | +9.2K | 2026-06-30 |
| 6 | AVUV | American Centy ETF TR | 631.6K | $78.8M | $76.4M | 7.50% | -1,254 | 2026-06-30 |
| 7 | AVDV | American Centy ETF TR | 384.0K | $39.6M | $41.3M | 4.06% | +5.8K | 2026-06-30 |
| 8 | DFAR | Dimensional ETF Trust | 1.46M | $38.1M | $36.3M | 3.56% | +10.9K | 2026-06-30 |
| 9 | AVMV | American Centy ETF TR | 453.5K | $36.5M | $35.9M | 3.52% | +8.8K | 2026-06-30 |
| 10 | DFUV | Dimensional ETF Trust | 535.1K | $29.4M | $30.2M | 2.97% | -9,482 | 2026-06-30 |
| 11 | DFAE | Dimensional ETF Trust | 590.1K | $23.7M | $22.2M | 2.18% | +2.4K | 2026-06-30 |
| 12 | IVV | iShares TR | 22.4K | $16.8M | $17.3M | 1.70% | -463 | 2026-06-30 |
| 13 | VOO | Vanguard Index Fds | 20.7K | $14.2M | $14.6M | 1.43% | -490 | 2026-06-30 |
| 14 | DFAT | Dimensional ETF Trust | 187.1K | $13.1M | $12.8M | 1.26% | -3,072 | 2026-06-30 |
| 15 | DFAX | Dimensional ETF Trust | 291.1K | $10.7M | $10.6M | 1.04% | -2,443 | 2026-06-30 |
| 16 | SCHM | Schwab Strategic TR | 259.9K | $9.6M | $9.0M | 0.88% | -4,518 | 2026-06-30 |
| 17 | VTI | Vanguard Index Fds | 17.5K | $6.5M | $6.6M | 0.65% | +663 | 2026-06-30 |
| 18 | BOXX | EA Series Trust | 53.2K | $6.2M | $6.3M | 0.62% | +2.2K | 2026-06-30 |
| 19 | SPYM | Spdr Series Trust | 69.9K | $6.1M | $6.3M | 0.62% | -2,924 | 2026-06-30 |
| 20 | IWB | iShares TR | 12.7K | $5.2M | $5.3M | 0.52% | -300 | 2026-06-30 |
| 21 | DFIC | Dimensional ETF Trust | 129.7K | $4.8M | $4.9M | 0.48% | -2,902 | 2026-06-30 |
| 22 | DFIV | Dimensional ETF Trust | 86.9K | $4.7M | $4.9M | 0.48% | -2,147 | 2026-06-30 |
| 23 | AVDE | American Centy ETF TR | 49.7K | $4.4M | $4.5M | 0.44% | -609 | 2026-06-30 |
| 24 | VTV | Vanguard Index Fds | 19.8K | $4.3M | $4.4M | 0.44% | -33 | 2026-06-30 |
| 25 | VO | Vanguard Index Fds | 51.7K | $4.2M | $4.2M | 0.41% | +38.7K | 2026-06-30 |
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