$160 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 288 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 5.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USRT | ISHARES TRcre u s reit etf | $2,512,000 | -7.3% | 56,014 | 0.0% | 1.57% | +4.2% | |
| IWV | ISHARES TRrussell 3000 etf | $919,000 | -14.7% | 6,253 | 0.0% | 0.58% | -4.0% | |
| JNJ | JOHNSON & JOHNSON | $616,000 | -6.7% | 4,775 | 0.0% | 0.39% | +5.2% | |
| HD | HOME DEPOT INC | $601,000 | -17.0% | 3,497 | 0.0% | 0.38% | -6.7% | |
| EFA | ISHARES TRmsci eafe etf | $586,000 | -13.6% | 9,965 | 0.0% | 0.37% | -2.7% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $525,000 | -8.7% | 16,529 | 0.0% | 0.33% | +2.8% | |
| KO | COCA COLA CO | $480,000 | +2.6% | 10,127 | 0.0% | 0.30% | +15.4% | |
| NEE | NEXTERA ENERGY INC | $477,000 | +3.7% | 2,742 | 0.0% | 0.30% | +16.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $364,000 | -4.7% | 1,783 | 0.0% | 0.23% | +7.0% | |
| MUB | ISHARES TRnational mun etf | $290,000 | +1.0% | 2,655 | 0.0% | 0.18% | +13.8% | |
| NEU | NEWMARKET CORP | $277,000 | +1.5% | 672 | 0.0% | 0.17% | +13.8% | |
| ALB | ALBEMARLE CORP | $259,000 | -22.7% | 3,360 | 0.0% | 0.16% | -12.9% | |
| FARO | FARO TECHNOLOGIES INC | $244,000 | -36.8% | 6,000 | 0.0% | 0.15% | -28.8% | |
| CVX | CHEVRON CORP NEW | $242,000 | -11.0% | 2,222 | 0.0% | 0.15% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $239,000 | -11.5% | 2,832 | 0.0% | 0.15% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $233,000 | -10.7% | 2,449 | 0.0% | 0.15% | +0.7% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $232,000 | -6.5% | 3,400 | 0.0% | 0.14% | +5.1% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $227,000 | -11.7% | 973 | 0.0% | 0.14% | -0.7% | |
| IWN | ISHARES TRrus 2000 val etf | $215,000 | -19.2% | 1,999 | 0.0% | 0.14% | -8.8% | |
| PNC | PNC FINL SVCS GROUP INC | $202,000 | -14.0% | 1,726 | 0.0% | 0.13% | -3.8% | |
| WMT | WALMART INC | $178,000 | -1.1% | 1,914 | 0.0% | 0.11% | +11.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $162,000 | -19.8% | 1,076 | 0.0% | 0.10% | -9.8% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $156,000 | -11.4% | 2,173 | 0.0% | 0.10% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $146,000 | -9.9% | 1,459 | 0.0% | 0.09% | +1.1% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $142,000 | -14.5% | 5,787 | 0.0% | 0.09% | -3.3% | |
| NXQ | NUVEEN SELECT TAX FREE INCMsh ben int | $135,000 | +0.7% | 10,032 | 0.0% | 0.08% | +13.3% | |
| BIDU | BAIDU INCspon adr rep a | $131,000 | -30.7% | 825 | 0.0% | 0.08% | -21.9% | |
| AEE | AMEREN CORP | $130,000 | +3.2% | 2,000 | 0.0% | 0.08% | +15.7% | |
| IJT | ISHARES TRs&p sml 600 gwt | $123,000 | -20.1% | 764 | 0.0% | 0.08% | -10.5% | |
| NOC | NORTHROP GRUMMAN CORP | $121,000 | -22.4% | 493 | 0.0% | 0.08% | -12.6% | |
| IWD | ISHARES TRrus 1000 val etf | $105,000 | -11.8% | 943 | 0.0% | 0.07% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $94,000 | -6.0% | 920 | 0.0% | 0.06% | +5.4% | |
| NSC | NORFOLK SOUTHERN CORP | $95,000 | -17.4% | 636 | 0.0% | 0.06% | -7.8% | |
| PEP | PEPSICO INC | $93,000 | -1.1% | 838 | 0.0% | 0.06% | +11.5% | |
| ICF | ISHARES TRcohen steer reit | $93,000 | -4.1% | 974 | 0.0% | 0.06% | +7.4% | |
| DES | WISDOMTREE TRus smallcap divd | $80,000 | -17.5% | 3,249 | 0.0% | 0.05% | -7.4% | |
| CMCSA | COMCAST CORP NEWcl a | $75,000 | -3.8% | 2,190 | 0.0% | 0.05% | +9.3% | |
| NBH | NEUBERGER BERMAN MUNI FD INC | $75,000 | -6.2% | 5,932 | 0.0% | 0.05% | +4.4% | |
| FDL | FIRST TR MORNINGSTAR DIV LEA | $74,000 | -8.6% | 2,717 | 0.0% | 0.05% | +2.2% | |
| FB | FACEBOOK INCcl a | $72,000 | -20.0% | 550 | 0.0% | 0.04% | -10.0% | |
| VFC | V F CORP | $68,000 | -23.6% | 950 | 0.0% | 0.04% | -14.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $65,000 | -17.7% | 600 | 0.0% | 0.04% | -6.8% | |
| CSX | CSX CORP | $58,000 | -17.1% | 940 | 0.0% | 0.04% | -7.7% | |
| COST | COSTCO WHSL CORP NEW | $49,000 | -12.5% | 240 | 0.0% | 0.03% | 0.0% | |
| IIM | INVESCO VALUE MUN INCOME TR | $49,000 | -2.0% | 3,626 | 0.0% | 0.03% | +10.7% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $48,000 | -15.8% | 837 | 0.0% | 0.03% | -6.2% | |
| PYPL | PAYPAL HLDGS INC | $46,000 | -4.2% | 547 | 0.0% | 0.03% | +7.4% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $47,000 | -17.5% | 466 | 0.0% | 0.03% | -9.4% | |
| HON | HONEYWELL INTL INC | $44,000 | -20.0% | 331 | 0.0% | 0.03% | -9.7% | |
| MRK | MERCK & CO INC | $43,000 | +7.5% | 560 | 0.0% | 0.03% | +22.7% | |
| J | JACOBS ENGR GROUP INC DEL | $43,000 | -23.2% | 735 | 0.0% | 0.03% | -12.9% | |
| GIS | GENERAL MLS INC | $39,000 | -9.3% | 1,013 | 0.0% | 0.02% | 0.0% | |
| PK | PARK HOTELS RESORTS INC | $37,000 | -19.6% | 1,410 | 0.0% | 0.02% | -11.5% | |
| TXN | TEXAS INSTRS INC | $37,000 | -11.9% | 396 | 0.0% | 0.02% | 0.0% | |
| IYW | ISHARES TRu.s. tech etf | $36,000 | -18.2% | 228 | 0.0% | 0.02% | -4.2% | |
| STBA | S & T BANCORP INC | $36,000 | -12.2% | 950 | 0.0% | 0.02% | 0.0% | |
| UNP | UNION PAC CORP | $33,000 | -15.4% | 240 | 0.0% | 0.02% | -4.5% | |
| CGC | CANOPY GROWTH CORP | $33,000 | -44.1% | 1,218 | 0.0% | 0.02% | -36.4% | |
| TWTR | TWITTER INC | $30,000 | 0.0% | 1,050 | 0.0% | 0.02% | +11.8% | |
| RJF | RAYMOND JAMES FINANCIAL INC | $31,000 | -18.4% | 416 | 0.0% | 0.02% | -9.5% | |
| BDX | BECTON DICKINSON & CO | $30,000 | -14.3% | 135 | 0.0% | 0.02% | 0.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $29,000 | -14.7% | 28 | 0.0% | 0.02% | -5.3% | |
| MUA | BLACKROCK MUNIASSETS FD INC | $29,000 | 0.0% | 2,233 | 0.0% | 0.02% | +12.5% | |
| GOOG | ALPHABET INCcap stk cl c | $25,000 | -13.8% | 24 | 0.0% | 0.02% | 0.0% | |
| D | DOMINION ENERGY INC | $25,000 | +4.2% | 348 | 0.0% | 0.02% | +23.1% | |
| IMCG | ISHARES TRmrgstr md cp grw | $25,000 | -16.7% | 129 | 0.0% | 0.02% | -5.9% | |
| MA | MASTERCARD INCORPORATEDcl a | $25,000 | -16.7% | 133 | 0.0% | 0.02% | -5.9% | |
| HAL | HALLIBURTON CO | $26,000 | -33.3% | 960 | 0.0% | 0.02% | -27.3% | |
| SJM | SMUCKER J M CO | $24,000 | -7.7% | 254 | 0.0% | 0.02% | +7.1% | |
| JPM | JPMORGAN CHASE & CO | $24,000 | -14.3% | 244 | 0.0% | 0.02% | -6.2% | |
| SBI | WESTERN ASSET INTM MUNI FD I | $22,000 | 0.0% | 2,581 | 0.0% | 0.01% | +16.7% | |
| EWJ | ISHARES INCmsci jpn etf new | $22,000 | -15.4% | 427 | 0.0% | 0.01% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $23,000 | -14.8% | 120 | 0.0% | 0.01% | -6.7% | |
| NXP | NUVEEN SELECT TAX FREE INCMsh ben int | $23,000 | 0.0% | 1,657 | 0.0% | 0.01% | +7.7% | |
| MDLZ | MONDELEZ INTL INCcl a | $20,000 | -9.1% | 509 | 0.0% | 0.01% | +8.3% | |
| SO | SOUTHERN CO | $21,000 | +5.0% | 470 | 0.0% | 0.01% | +18.2% | |
| FCPT | FOUR CORNERS PPTY TR INC | $19,000 | 0.0% | 729 | 0.0% | 0.01% | +9.1% | |
| DVY | ISHARES TRselect divid etf | $19,000 | -9.5% | 214 | 0.0% | 0.01% | 0.0% | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $17,000 | -5.6% | 476 | 0.0% | 0.01% | +10.0% | |
| MMU | WESTERN ASST MNGD MUN FD INC | $17,000 | +6.2% | 1,320 | 0.0% | 0.01% | +22.2% | |
| DSL | DOUBLELINE INCOME SOLUTIONS | $17,000 | -15.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| EXC | EXELON CORP | $18,000 | +5.9% | 391 | 0.0% | 0.01% | +22.2% | |
| HGV | HILTON GRAND VACATIONS INC | $17,000 | -22.7% | 652 | 0.0% | 0.01% | -8.3% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $18,000 | -5.3% | 350 | 0.0% | 0.01% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $16,000 | -5.9% | 428 | 0.0% | 0.01% | +11.1% | |
| AHC | A H BELO CORP | $15,000 | -28.6% | 4,588 | 0.0% | 0.01% | -25.0% | |
| XYL | XYLEM INC | $15,000 | -16.7% | 229 | 0.0% | 0.01% | -10.0% | |
| IBKC | IBERIABANK CORP | $15,000 | -21.1% | 231 | 0.0% | 0.01% | -18.2% | |
| BKT | BLACKROCK INCOME TR INC | $14,000 | 0.0% | 2,500 | 0.0% | 0.01% | +12.5% | |
| HII | HUNTINGTON INGALLS INDS INC | $14,000 | -26.3% | 75 | 0.0% | 0.01% | -18.2% | |
| HOG | HARLEY DAVIDSON INC | $14,000 | -26.3% | 415 | 0.0% | 0.01% | -18.2% | |
| RPAI | RETAIL PPTYS AMER INCcl a | $14,000 | -12.5% | 1,304 | 0.0% | 0.01% | 0.0% | |
| FEYE | FIREEYE INC | $15,000 | 0.0% | 900 | 0.0% | 0.01% | +12.5% | |
| MAS | MASCO CORP | $15,000 | -21.1% | 530 | 0.0% | 0.01% | -18.2% | |
| AZN | ASTRAZENECA PLCsponsored adr | $13,000 | -7.1% | 346 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $12,000 | +9.1% | 166 | 0.0% | 0.01% | +33.3% | |
| PG | PROCTER AND GAMBLE CO | $13,000 | +8.3% | 143 | 0.0% | 0.01% | +14.3% | |
| MCK | MCKESSON CORP | $12,000 | -20.0% | 110 | 0.0% | 0.01% | 0.0% | |
| CSFL | CENTERSTATE BK CORP | $12,000 | -20.0% | 548 | 0.0% | 0.01% | 0.0% | |
| CB | CHUBB LIMITED | $13,000 | 0.0% | 100 | 0.0% | 0.01% | +14.3% | |
| LMT | LOCKHEED MARTIN CORP | $12,000 | -20.0% | 44 | 0.0% | 0.01% | 0.0% | |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $13,000 | -27.8% | 136 | 0.0% | 0.01% | -20.0% | |
| AFL | AFLAC INC | $11,000 | 0.0% | 238 | 0.0% | 0.01% | +16.7% | |
| VAC | MARRIOTT VACATIONS WRLDWDE C | $11,000 | -35.3% | 154 | 0.0% | 0.01% | -22.2% | |
| UTX | UNITED TECHNOLOGIES CORP | $11,000 | -21.4% | 100 | 0.0% | 0.01% | -12.5% | |
| PFG | PRINCIPAL FINL GROUP INC | $9,000 | -25.0% | 210 | 0.0% | 0.01% | -14.3% | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $10,000 | -9.1% | 519 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $10,000 | -16.7% | 260 | 0.0% | 0.01% | -14.3% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,000 | 0.0% | 124 | 0.0% | 0.01% | +20.0% | |
| UNH | UNITEDHEALTH GROUP INC | $9,000 | 0.0% | 35 | 0.0% | 0.01% | +20.0% | |
| PM | PHILIP MORRIS INTL INC | $9,000 | -18.2% | 141 | 0.0% | 0.01% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $9,000 | -10.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $9,000 | -25.0% | 160 | 0.0% | 0.01% | -14.3% | |
| EEM | ISHARES TRmsci emg mkt etf | $8,000 | -11.1% | 200 | 0.0% | 0.01% | 0.0% | |
| RTN | RAYTHEON CO | $8,000 | -20.0% | 49 | 0.0% | 0.01% | -16.7% | |
| LEN | LENNAR CORPcl a | $8,000 | -11.1% | 200 | 0.0% | 0.01% | 0.0% | |
| IYZ | ISHARES TR | $8,000 | -11.1% | 300 | 0.0% | 0.01% | 0.0% | |
| PPG | PPG INDS INC | $8,000 | -11.1% | 80 | 0.0% | 0.01% | 0.0% | |
| RHT | RED HAT INC | $6,000 | +20.0% | 37 | 0.0% | 0.00% | +33.3% | |
| EPR | EPR PPTYS | $7,000 | -12.5% | 111 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $6,000 | -14.3% | 118 | 0.0% | 0.00% | 0.0% | |
| CAT | CATERPILLAR INC DEL | $6,000 | -25.0% | 51 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $6,000 | -14.3% | 285 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $6,000 | -14.3% | 49 | 0.0% | 0.00% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $7,000 | -12.5% | 300 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $6,000 | 0.0% | 56 | 0.0% | 0.00% | +33.3% | |
| QTS | QTS RLTY TR INC | $6,000 | 0.0% | 150 | 0.0% | 0.00% | +33.3% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $5,000 | -28.6% | 39 | 0.0% | 0.00% | -25.0% | |
| MO | ALTRIA GROUP INC | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| AA | ALCOA CORP | $5,000 | -37.5% | 200 | 0.0% | 0.00% | -25.0% | |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% | |
| F | FORD MTR CO DEL | $4,000 | 0.0% | 459 | 0.0% | 0.00% | +50.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $4,000 | 0.0% | 38 | 0.0% | 0.00% | +50.0% | |
| ADBE | ADOBE INC | $5,000 | -16.7% | 23 | 0.0% | 0.00% | 0.0% | |
| AMGN | AMGEN INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FD INCtotal bnd mrkt | $4,000 | 0.0% | 52 | 0.0% | 0.00% | +50.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $4,000 | 0.0% | 44 | 0.0% | 0.00% | +50.0% | |
| IP | INTL PAPER CO | $4,000 | 0.0% | 90 | 0.0% | 0.00% | +50.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $5,000 | -16.7% | 53 | 0.0% | 0.00% | 0.0% | |
| ABBV | ABBVIE INC | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| CC | CHEMOURS CO | $3,000 | -25.0% | 95 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INC | $3,000 | -25.0% | 8 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| STI | SUNTRUST BKS INC | $3,000 | -25.0% | 59 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $3,000 | -25.0% | 11 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $3,000 | -25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| WRK | WESTROCK CO | $3,000 | -25.0% | 78 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SPGM | SPDR INDEX SHS FDSmsci acwi etf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NDAQ | NASDAQ INC | $2,000 | -33.3% | 30 | 0.0% | 0.00% | -50.0% | |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $1,000 | -50.0% | 95 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $1,000 | -50.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| SCHW | SCHWAB CHARLES CORP NEW | $2,000 | -33.3% | 58 | 0.0% | 0.00% | -50.0% | |
| KHC | KRAFT HEINZ CO | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| KMI | KINDER MORGAN INC DEL | $2,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| TEVA | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $1,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| GMWSB | GENERAL MTRS CO*w exp 07/10/201 | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $2,000 | -33.3% | 49 | 0.0% | 0.00% | -50.0% | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC | $2,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| APC | ANADARKO PETE CORP | $2,000 | -33.3% | 45 | 0.0% | 0.00% | -50.0% | |
| AABA | ALTABA INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO | $1,000 | -50.0% | 54 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FTRCQ | FRONTIER COMMUNICATIONS CORP | $0 | – | 24 | 0.0% | 0.00% | – | |
| AKS | AK STL HLDG CORP | $0 | – | 42 | 0.0% | 0.00% | – | |
| NMM | NAVIOS MARITIME PARTNERS L Punit lpi | $0 | -100.0% | 300 | 0.0% | 0.00% | -100.0% | |
| LUMN | CENTURYLINK INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| FLR | FLUOR CORP NEW | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| ALL | ALLSTATE CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $0 | – | 14 | 0.0% | 0.00% | – | |
| LQD | ISHARES TRiboxx inv cp etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| LENB | LENNAR CORPcl b | $0 | – | 4 | 0.0% | 0.00% | – | |
| MET | METLIFE INC | $0 | – | 10 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 32 | Q3 2023 | 14.3% |
| ISHARES TR | 32 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 5.7% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 32 | Q3 2023 | 4.5% |
| VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 4.9% |
View Moisand Fitzgerald Tamayo, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-03 |
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.