| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 35 | Q2 2024 | 14.3% |
| ISHARES TR | 35 | Q2 2024 | 13.1% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 6.2% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 6.2% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 5.7% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 5.1% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 4.4% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 4.5% |
| VANGUARD INTL EQUITY INDEX F | 35 | Q2 2024 | 4.9% |
View Moisand Fitzgerald Tamayo, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-01 |
View Moisand Fitzgerald Tamayo, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.