account_balance

Investment manager · 13F filer · SEC CIK 1649107

Moisand Fitzgerald Tamayo, LLC

Reported value$995Mas of Sep 30, 2026
Positions674 162 new, 22 sold out
Top 10 weight77.9%DFAI alone is 16%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAI Dimensional ETF Trust 15.7% Added +2%
AVLV American Centy ETF Tr 12.5% Held
SCHO Schwab Strategic Tr 10.6% Added +8%
SCHR Schwab Strategic Tr 10.5% Added +9%
DFAS Dimensional ETF Trust 7.7% Held
AVUV American Centy ETF Tr 7.6% Held
AVDV American Centy ETF Tr 4.4% Added +4%
AVMV American Centy ETF Tr 3.6% Added +4%
DFUV Dimensional ETF Trust 2.9% Trimmed −3%
DFAE Dimensional ETF Trust 2.4% Added +2%
IVV iShares Tr 1.7% Trimmed −4%
VOO Vanguard Index FDS 1.4% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 13, 2026 filing
add_circleNew
  • IDEV $83K
  • HDV $82.6K
  • EPU $79.9K
  • ILF $76.4K
arrow_upwardAdded
  • DFIV +45%
  • BOXX +18%
  • DFUS +15%
  • SCHR +9%
arrow_downwardTrimmed
  • AAPL −7%
  • IVV −4%
  • VB −4%
  • VOO −3%
remove_circleSold out
  • DFAR $38.1M
  • DFSV $2.41M
  • FMUN $43.7K
  • SUB $43K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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