Moisand Fitzgerald Tamayo, LLC

Est. AUM

$929.7M

13F long equity only

Positions

513

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$140.2M	3,599,322	15.08%	SOLE
2	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$109.5M	1,358,554	11.78%	SOLE
3	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$97.1M	3,897,100	10.44%	SOLE
4	SCHWAB STRATEGIC TR	SHT TM US TRES	$95.2M	3,920,931	10.24%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$69.9M	632,849	7.52%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$69.0M	970,443	7.42%	SOLE
7	AMERICAN CENTY ETF TR	INTL SMCP VLU	$37.8M	378,227	4.06%	SOLE
8	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$34.2M	1,444,596	3.67%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS US MID C	$33.0M	444,730	3.55%	SOLE
10	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$26.4M	544,583	2.84%	SOLE
11	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$19.9M	587,776	2.14%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$15.0M	22,902	1.61%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.6M	21,143	1.36%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$11.9M	190,210	1.28%	SOLE
15	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$10.0M	293,560	1.07%	SOLE
16	SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.2M	264,449	0.88%	SOLE
17	EA SERIES TRUST	ALPHA ARCH 1-3	$5.9M	50,983	0.64%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$5.6M	72,796	0.60%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$5.4M	16,804	0.58%	SOLE
20	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.7M	132,564	0.51%	SOLE
21	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.7M	89,017	0.51%	SOLE
22	ISHARES TR	RUS 1000 ETF	$4.6M	13,006	0.50%	SOLE
23	AMERICAN CENTY ETF TR	INTL EQT ETF	$4.3M	50,271	0.46%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$3.9M	19,808	0.42%	SOLE
25	VANGUARD INDEX FDS	MID CAP ETF	$3.7M	13,032	0.40%	SOLE
26	SCHWAB STRATEGIC TR	US REIT ETF	$3.7M	170,327	0.39%	SOLE
27	APPLE INC	COM	$3.3M	13,079	0.36%	SOLE
28	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.9M	40,650	0.31%	SOLE
29	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	115,011	0.31%	SOLE
30	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.6M	35,104	0.28%	SOLE
31	NVIDIA CORPORATION	COM	$2.6M	15,097	0.28%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	39,852	0.25%	SOLE
33	VANGUARD INDEX FDS	SMALL CP ETF	$2.3M	8,949	0.25%	SOLE
34	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.2M	62,399	0.24%	SOLE
35	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	26,913	0.23%	SOLE
36	VANGUARD BD INDEX FDS	INTERMED TERM	$2.1M	27,277	0.23%	SOLE
37	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.0M	70,477	0.22%	SOLE
38	ISHARES TR	RUSSELL 3000 ETF	$2.0M	5,500	0.22%	SOLE
39	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	79,379	0.22%	SOLE
40	LAM RESEARCH CORP	COM NEW	$1.9M	9,111	0.21%	SOLE
41	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	60,512	0.20%	SOLE
42	MICROSOFT CORP	COM	$1.8M	4,970	0.20%	SOLE
43	L3HARRIS TECHNOLOGIES INC	COM	$1.7M	4,955	0.18%	SOLE
44	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.7M	42,935	0.18%	SOLE
45	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.7M	27,041	0.18%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.5M	2,293	0.16%	SOLE
47	ISHARES TR	S&P 500 VAL ETF	$1.5M	6,980	0.16%	SOLE
48	EXXON MOBIL CORP	COM	$1.4M	8,468	0.15%	SOLE
49	ISHARES TR	MICRO-CAP ETF	$1.4M	8,917	0.15%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	13,688	0.14%	SOLE

1–50 of 513

1 / 11

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.