Moisand Fitzgerald Tamayo, LLC
517 holdingsFiling period: 2026-03-31Current AUM: $1.01Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 3.60M | $140.2M | $151.5M | 14.96% | -28,388 | 2026-03-31 |
| 2 | AVLV | AMERICAN CENTY ETF TR | 1.36M | $109.5M | $125.2M | 12.36% | +219.6K | 2026-03-31 |
| 3 | SCHR | SCHWAB STRATEGIC TR | 3.90M | $97.1M | $95.1M | 9.39% | +240.9K | 2026-03-31 |
| 4 | SCHO | SCHWAB STRATEGIC TR | 3.92M | $95.2M | $94.5M | 9.33% | +250.4K | 2026-03-31 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 632.8K | $69.9M | $79.3M | 7.83% | -12,698 | 2026-03-31 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 970.4K | $69.0M | $78.6M | 7.76% | +3.8K | 2026-03-31 |
| 7 | AVDV | AMERICAN CENTY ETF TR | 378.2K | $37.8M | $39.6M | 3.91% | -20,337 | 2026-03-31 |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 1.44M | $34.2M | $38.7M | 3.82% | +86.0K | 2026-03-31 |
| 9 | AVMV | AMERICAN CENTY ETF TR | 444.7K | $33.0M | $36.2M | 3.57% | +740 | 2026-03-31 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 544.6K | $26.4M | $30.3M | 2.99% | -11,984 | 2026-03-31 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | 587.8K | $19.9M | $22.1M | 2.18% | -9,331 | 2026-03-31 |
| 12 | IVV | ISHARES TR | 22.9K | $15.0M | $17.2M | 1.70% | -356 | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 21.1K | $12.6M | $14.5M | 1.43% | -876 | 2026-03-31 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | 190.2K | $11.9M | $13.5M | 1.33% | -4,812 | 2026-03-31 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | 293.6K | $10.0M | $10.7M | 1.06% | -6,986 | 2026-03-31 |
| 16 | SCHM | SCHWAB STRATEGIC TR | 264.4K | $8.2M | $9.2M | 0.91% | -5,231 | 2026-03-31 |
| 17 | BOXX | EA SERIES TRUST | 51.0K | $5.9M | $6.0M | 0.59% | +8.4K | 2026-03-31 |
| 18 | SPYM | SPDR SERIES TRUST | 72.8K | $5.6M | $6.4M | 0.63% | -1,778 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 16.8K | $5.4M | $6.2M | 0.61% | -342 | 2026-03-31 |
| 20 | DFIC | DIMENSIONAL ETF TRUST | 132.6K | $4.7M | $5.0M | 0.50% | -2,453 | 2026-03-31 |
| 21 | DFIV | DIMENSIONAL ETF TRUST | 89.0K | $4.7M | $5.1M | 0.50% | -3,882 | 2026-03-31 |
| 22 | IWB | ISHARES TR | 13.0K | $4.6M | $5.3M | 0.52% | -82 | 2026-03-31 |
| 23 | AVDE | AMERICAN CENTY ETF TR | 50.3K | $4.3M | $4.6M | 0.45% | -5,181 | 2026-03-31 |
| 24 | VTV | VANGUARD INDEX FDS | 19.8K | $3.9M | $4.4M | 0.43% | -1,068 | 2026-03-31 |
| 25 | VO | VANGUARD INDEX FDS | 13.0K | $3.7M | $4.2M | 0.42% | -37 | 2026-03-31 |
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