$232 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 364 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 9.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TRrussell 3000 etf | $1,455,000 | +6.1% | 6,135 | 0.0% | 0.63% | +1.6% | |
| MMM | 3M CO | $1,450,000 | +10.3% | 7,525 | 0.0% | 0.63% | +5.6% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $974,000 | +7.3% | 4,805 | 0.0% | 0.42% | +2.9% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $753,000 | +5.5% | 4,062 | 0.0% | 0.32% | +0.9% | |
| SCZ | ISHARES TReafe sml cp etf | $578,000 | +5.1% | 8,048 | 0.0% | 0.25% | +0.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $418,000 | +10.0% | 1,637 | 0.0% | 0.18% | +5.8% | |
| AGG | ISHARES TRcore us aggbd et | $368,000 | -3.7% | 3,235 | 0.0% | 0.16% | -7.6% | |
| AXP | AMERICAN EXPRESS CO | $342,000 | +17.1% | 2,419 | 0.0% | 0.15% | +12.1% | |
| DLN | WISDOMTREE TRus largecap divd | $325,000 | +6.9% | 2,832 | 0.0% | 0.14% | +2.2% | |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $289,000 | +6.2% | 4,404 | 0.0% | 0.12% | +1.6% | |
| MUB | ISHARES TRnational mun etf | $289,000 | -1.0% | 2,494 | 0.0% | 0.12% | -5.3% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $267,000 | +2.7% | 972 | 0.0% | 0.12% | -1.7% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $263,000 | +8.7% | 2,173 | 0.0% | 0.11% | +4.6% | |
| WMT | WALMART INC | $260,000 | -5.8% | 1,914 | 0.0% | 0.11% | -9.7% | |
| IVW | ISHARES TRs&p 500 grwt etf | $240,000 | +2.1% | 3,684 | 0.0% | 0.10% | -1.9% | |
| DRI | DARDEN RESTAURANTS INC | $207,000 | +19.0% | 1,459 | 0.0% | 0.09% | +14.1% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $187,000 | +37.5% | 3,400 | 0.0% | 0.08% | +32.8% | |
| XOM | EXXON MOBIL CORP | $178,000 | +34.8% | 3,197 | 0.0% | 0.08% | +30.5% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $164,000 | +7.9% | 498 | 0.0% | 0.07% | +2.9% | |
| NOC | NORTHROP GRUMMAN CORP | $156,000 | +6.1% | 483 | 0.0% | 0.07% | +1.5% | |
| EFG | ISHARES TReafe grwth etf | $120,000 | -0.8% | 1,199 | 0.0% | 0.05% | -5.5% | |
| BA | BOEING CO | $118,000 | +18.0% | 465 | 0.0% | 0.05% | +13.3% | |
| ICF | ISHARES TRcohen steer reit | $113,000 | +7.6% | 1,948 | 0.0% | 0.05% | +4.3% | |
| DES | WISDOMTREE TRus smallcap divd | $101,000 | +17.4% | 3,249 | 0.0% | 0.04% | +12.8% | |
| CMCSA | COMCAST CORP NEWcl a | $95,000 | +3.3% | 1,762 | 0.0% | 0.04% | 0.0% | |
| CLPT | CLEARPOINT NEURO INC | $93,000 | +32.9% | 4,377 | 0.0% | 0.04% | +25.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $87,000 | -1.1% | 619 | 0.0% | 0.04% | -5.0% | |
| PFF | ISHARES TRpfd and incm sec | $85,000 | 0.0% | 2,203 | 0.0% | 0.04% | -2.6% | |
| SSB | SOUTH ST CORP | $83,000 | +7.8% | 1,063 | 0.0% | 0.04% | +2.9% | |
| IYW | ISHARES TRu.s. tech etf | $80,000 | +2.6% | 912 | 0.0% | 0.04% | 0.0% | |
| NBH | NEUBERGER BERMAN MUN FD INC | $79,000 | +5.3% | 4,956 | 0.0% | 0.03% | 0.0% | |
| BDX | BECTON DICKINSON & CO | $74,000 | -2.6% | 305 | 0.0% | 0.03% | -5.9% | |
| CSX | CSX CORP | $66,000 | +6.5% | 682 | 0.0% | 0.03% | +3.6% | |
| FCF | FIRST COMWLTH FINL CORP PA | $67,000 | +31.4% | 4,692 | 0.0% | 0.03% | +26.1% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $66,000 | +13.8% | 2,981 | 0.0% | 0.03% | +11.5% | |
| GIS | GENERAL MLS INC | $62,000 | +3.3% | 1,013 | 0.0% | 0.03% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $59,000 | +11.3% | 462 | 0.0% | 0.02% | +4.2% | |
| MAR | MARRIOTT INTL INC NEWcl a | $59,000 | +11.3% | 400 | 0.0% | 0.02% | +4.2% | |
| DSI | ISHARES TRmsci kld400 soc | $58,000 | +5.5% | 764 | 0.0% | 0.02% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $59,000 | -3.3% | 474 | 0.0% | 0.02% | -7.4% | |
| CAT | CATERPILLAR INC | $56,000 | +27.3% | 242 | 0.0% | 0.02% | +20.0% | |
| BIDU | BAIDU INCspon adr rep a | $52,000 | 0.0% | 240 | 0.0% | 0.02% | -4.3% | |
| RJF | RAYMOND JAMES FINL INC | $51,000 | +27.5% | 416 | 0.0% | 0.02% | +22.2% | |
| IMCG | ISHARES TRmrgstr md cp grw | $49,000 | 0.0% | 129 | 0.0% | 0.02% | -4.5% | |
| IXUS | ISHARES TRcore msci total | $46,000 | +4.5% | 659 | 0.0% | 0.02% | 0.0% | |
| HON | HONEYWELL INTL INC | $45,000 | +2.3% | 208 | 0.0% | 0.02% | -5.0% | |
| GOOG | ALPHABET INCcap stk cl c | $43,000 | +16.2% | 21 | 0.0% | 0.02% | +11.8% | |
| PANW | PALO ALTO NETWORKS INC | $39,000 | -9.3% | 120 | 0.0% | 0.02% | -10.5% | |
| NVDA | NVIDIA CORPORATION | $40,000 | +2.6% | 74 | 0.0% | 0.02% | -5.6% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $36,000 | 0.0% | 837 | 0.0% | 0.02% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $36,000 | -5.3% | 674 | 0.0% | 0.02% | -5.9% | |
| LOW | LOWES COS INC | $32,000 | +18.5% | 166 | 0.0% | 0.01% | +16.7% | |
| MAS | MASCO CORP | $32,000 | +10.3% | 530 | 0.0% | 0.01% | +7.7% | |
| STBA | S & T BANCORP INC | $32,000 | +33.3% | 950 | 0.0% | 0.01% | +27.3% | |
| SJM | SMUCKER J M CO | $32,000 | +10.3% | 254 | 0.0% | 0.01% | +7.7% | |
| VLY | VALLEY NATL BANCORP | $29,000 | +38.1% | 2,115 | 0.0% | 0.01% | +44.4% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $27,000 | +3.8% | 387 | 0.0% | 0.01% | 0.0% | |
| VAC | MARRIOTT VACTINS WORLDWID CO | $27,000 | +28.6% | 154 | 0.0% | 0.01% | +33.3% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $28,000 | +21.7% | 825 | 0.0% | 0.01% | +20.0% | |
| SBI | WESTERN ASSET INTER MUNI FD | $24,000 | 0.0% | 2,581 | 0.0% | 0.01% | -9.1% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $24,000 | 0.0% | 350 | 0.0% | 0.01% | -9.1% | |
| XYL | XYLEM INC | $24,000 | +4.3% | 229 | 0.0% | 0.01% | 0.0% | |
| KOMP | SPDR SER TRs&p kensho new | $20,000 | +17.6% | 302 | 0.0% | 0.01% | +12.5% | |
| FCPT | FOUR CORNERS PPTY TR INC | $20,000 | -9.1% | 729 | 0.0% | 0.01% | -10.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $21,000 | +5.0% | 481 | 0.0% | 0.01% | 0.0% | |
| D | DOMINION ENERGY INC | $18,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $18,000 | +28.6% | 1,058 | 0.0% | 0.01% | +33.3% | |
| AZN | ASTRAZENECA PLCsponsored adr | $17,000 | 0.0% | 346 | 0.0% | 0.01% | -12.5% | |
| HOG | HARLEY DAVIDSON INC | $17,000 | +13.3% | 415 | 0.0% | 0.01% | 0.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $16,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $15,000 | 0.0% | 466 | 0.0% | 0.01% | -14.3% | |
| COP | CONOCOPHILLIPS | $14,000 | +27.3% | 272 | 0.0% | 0.01% | +20.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $14,000 | -6.7% | 402 | 0.0% | 0.01% | -14.3% | |
| HII | HUNTINGTON INGALLS INDS INC | $15,000 | +15.4% | 75 | 0.0% | 0.01% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $13,000 | +8.3% | 89 | 0.0% | 0.01% | +20.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $13,000 | +8.3% | 272 | 0.0% | 0.01% | +20.0% | |
| MRK | MERCK & CO. INC | $15,000 | -6.2% | 200 | 0.0% | 0.01% | -14.3% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $13,000 | +18.2% | 1,000 | 0.0% | 0.01% | +20.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $13,000 | +30.0% | 210 | 0.0% | 0.01% | +20.0% | |
| RPAI | RETAIL PPTYS AMER INCcl a | $14,000 | +27.3% | 1,304 | 0.0% | 0.01% | +20.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $12,000 | 0.0% | 143 | 0.0% | 0.01% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $11,000 | -8.3% | 87 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $11,000 | +10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| OLN | OLIN CORP | $11,000 | +57.1% | 285 | 0.0% | 0.01% | +66.7% | |
| PPG | PPG INDS INC | $12,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $12,000 | +9.1% | 707 | 0.0% | 0.01% | 0.0% | |
| AFL | AFLAC INC | $12,000 | +9.1% | 238 | 0.0% | 0.01% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $11,000 | +10.0% | 400 | 0.0% | 0.01% | 0.0% | |
| SBUX | STARBUCKS CORP | $12,000 | 0.0% | 114 | 0.0% | 0.01% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $11,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $9,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $9,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $9,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $9,000 | -10.0% | 6 | 0.0% | 0.00% | -20.0% | |
| MET | METLIFE INC | $9,000 | +28.6% | 151 | 0.0% | 0.00% | +33.3% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $10,000 | +11.1% | 300 | 0.0% | 0.00% | 0.0% | |
| SPIP | SPDR SER TRportfli tips etf | $9,000 | -10.0% | 305 | 0.0% | 0.00% | -20.0% | |
| IBDR | ISHARES TRibonds dec2026 | $9,000 | 0.0% | 348 | 0.0% | 0.00% | 0.0% | |
| BYLD | ISHARES TRyld optim bd | $10,000 | 0.0% | 386 | 0.0% | 0.00% | -20.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $7,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $8,000 | +14.3% | 49 | 0.0% | 0.00% | 0.0% | |
| USO | UNITED STS OIL FD LPunits | $7,000 | +16.7% | 177 | 0.0% | 0.00% | 0.0% | |
| XSOE | WISDOMTREE TRem ex st-owned | $6,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $7,000 | +16.7% | 128 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% | |
| IBDS | ISHARES TRibonds 27 etf | $7,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% | |
| GASS | STEALTHGAS INC | $6,000 | +20.0% | 2,000 | 0.0% | 0.00% | +50.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $8,000 | +14.3% | 78 | 0.0% | 0.00% | 0.0% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $7,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% | |
| BSCL | INVESCO EXCH TRD SLF IDX FD | $7,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $5,000 | +25.0% | 76 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $5,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% | |
| BSCS | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $5,000 | +25.0% | 90 | 0.0% | 0.00% | 0.0% | |
| FSLY | FASTLY INCcl a | $5,000 | -28.6% | 75 | 0.0% | 0.00% | -33.3% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $5,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| WORK | SLACK TECHNOLOGIES INC | $5,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $5,000 | +25.0% | 111 | 0.0% | 0.00% | 0.0% | |
| ORCL | ORACLE CORP | $4,000 | +33.3% | 52 | 0.0% | 0.00% | +100.0% | |
| DOW | DOW INC | $5,000 | +25.0% | 71 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES TRibds dec28 etf | $4,000 | 0.0% | 146 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $3,000 | 0.0% | 15 | 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 | $2,000 | +100.0% | 41 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $3,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| ET | ENERGY TRANSFER LP | $2,000 | 0.0% | 331 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC | $2,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $3,000 | -25.0% | 22 | 0.0% | 0.00% | -50.0% | |
| DD | DUPONT DE NEMOURS INC | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
| IMTM | ISHARES TRmsci intl moment | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $2,000 | +100.0% | 15 | 0.0% | 0.00% | – | |
| HAUZ | DBX ETF TRxtrack intl real | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| WDAY | WORKDAY INCcl a | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $2,000 | +100.0% | 59 | 0.0% | 0.00% | – | |
| FWONK | LIBERTY MEDIA CORP DEL | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $2,000 | +100.0% | 5 | 0.0% | 0.00% | – | |
| UNH | UNITEDHEALTH GROUP INC | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| STNE | STONECO LTD | $0 | -100.0% | 6 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 6 | 0.0% | 0.00% | – | |
| IBDO | ISHARES TRibonds dec23 etf | $1,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| RH | RH | $1,000 | – | 1 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| ROST | ROSS STORES INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| FLR | FLUOR CORP NEW | $0 | – | 10 | 0.0% | 0.00% | – | |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EVBG | EVERBRIDGE INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| TPX | TEMPUR SEALY INTL INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| CLDR | CLOUDERA INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | – | 5 | 0.0% | 0.00% | – | |
| MT | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,000 | – | 20 | 0.0% | 0.00% | – | |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| ALL | ALLSTATE CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 4 | 0.0% | 0.00% | – | |
| ALK | ALASKA AIR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| XL | XL FLEET CORP | $1,000 | -66.7% | 110 | 0.0% | 0.00% | -100.0% | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | – | 22 | 0.0% | 0.00% | – | |
| MRNA | MODERNA INC | $0 | – | 3 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-03
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.