$355 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 401 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 6.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWC | ISHARES TRmicro-cap etf | $1,735,000 | -3.2% | 12,419 | 0.0% | 0.49% | -18.9% | |
| IWV | ISHARES TRrussell 3000 etf | $1,696,000 | +8.9% | 6,113 | 0.0% | 0.48% | -8.8% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,026,000 | -3.2% | 4,811 | 0.0% | 0.29% | -18.8% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $898,000 | +10.0% | 4,062 | 0.0% | 0.25% | -7.7% | |
| KO | COCA COLA CO | $480,000 | +12.7% | 8,111 | 0.0% | 0.14% | -5.6% | |
| PFE | PFIZER INC | $459,000 | +37.0% | 7,779 | 0.0% | 0.13% | +14.2% | |
| AXP | AMERICAN EXPRESS CO | $396,000 | -2.2% | 2,419 | 0.0% | 0.11% | -17.6% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $339,000 | +18.1% | 2,173 | 0.0% | 0.10% | -2.1% | |
| IWN | ISHARES TRrus 2000 val etf | $306,000 | +3.4% | 1,845 | 0.0% | 0.09% | -14.0% | |
| MUB | ISHARES TRnational mun etf | $287,000 | +0.3% | 2,466 | 0.0% | 0.08% | -15.6% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $282,000 | +0.7% | 1,000 | 0.0% | 0.08% | -16.0% | |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $266,000 | -1.8% | 4,200 | 0.0% | 0.08% | -17.6% | |
| PNC | PNC FINL SVCS GROUP INC | $266,000 | +2.3% | 1,327 | 0.0% | 0.08% | -13.8% | |
| AVUS | AMERICAN CENTY ETF TRus eqt etf | $259,000 | +8.4% | 3,237 | 0.0% | 0.07% | -8.8% | |
| DRI | DARDEN RESTAURANTS INC | $220,000 | -0.5% | 1,459 | 0.0% | 0.06% | -16.2% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $221,000 | +9.4% | 5,287 | 0.0% | 0.06% | -8.8% | |
| FARO | FARO TECHNOLOGIES INC | $210,000 | +6.6% | 3,000 | 0.0% | 0.06% | -10.6% | |
| MCD | MCDONALDS CORP | $194,000 | +10.9% | 725 | 0.0% | 0.06% | -6.8% | |
| NOC | NORTHROP GRUMMAN CORP | $187,000 | +7.5% | 483 | 0.0% | 0.05% | -10.2% | |
| XOM | EXXON MOBIL CORP | $183,000 | +4.0% | 2,997 | 0.0% | 0.05% | -11.9% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $181,000 | +7.7% | 498 | 0.0% | 0.05% | -8.9% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $177,000 | +10.6% | 3,400 | 0.0% | 0.05% | -7.4% | |
| IWD | ISHARES TRrus 1000 val etf | $158,000 | +6.8% | 943 | 0.0% | 0.04% | -12.0% | |
| ICF | ISHARES TRcohen steer reit | $137,000 | +16.1% | 1,805 | 0.0% | 0.04% | -2.5% | |
| EFG | ISHARES TReafe grwth etf | $132,000 | +3.1% | 1,199 | 0.0% | 0.04% | -14.0% | |
| LMT | LOCKHEED MARTIN CORP | $126,000 | +3.3% | 354 | 0.0% | 0.04% | -14.6% | |
| FB | META PLATFORMS INCcl a | $124,000 | -1.6% | 370 | 0.0% | 0.04% | -16.7% | |
| AMZN | AMAZON COM INC | $120,000 | +1.7% | 36 | 0.0% | 0.03% | -15.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $117,000 | -13.3% | 1,516 | 0.0% | 0.03% | -26.7% | |
| DES | WISDOMTREE TRus smallcap divd | $107,000 | +7.0% | 3,249 | 0.0% | 0.03% | -11.8% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $96,000 | +5.5% | 1,543 | 0.0% | 0.03% | -12.9% | |
| BA | BOEING CO | $91,000 | -8.1% | 451 | 0.0% | 0.03% | -21.2% | |
| NSC | NORFOLK SOUTHN CORP | $93,000 | +25.7% | 311 | 0.0% | 0.03% | +4.0% | |
| NVDA | NVIDIA CORPORATION | $87,000 | +42.6% | 296 | 0.0% | 0.02% | +19.0% | |
| PFF | ISHARES TRpfd and incm sec | $87,000 | +2.4% | 2,203 | 0.0% | 0.02% | -13.8% | |
| SSB | SOUTHSTATE CORPORATION | $85,000 | +7.6% | 1,063 | 0.0% | 0.02% | -11.1% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $85,000 | -1.2% | 1,711 | 0.0% | 0.02% | -17.2% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $81,000 | +9.5% | 238 | 0.0% | 0.02% | -8.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $79,000 | +6.8% | 1,074 | 0.0% | 0.02% | -12.0% | |
| FCF | FIRST COMWLTH FINL CORP PA | $75,000 | +17.2% | 4,692 | 0.0% | 0.02% | -4.5% | |
| NBH | NEUBERGER BERMAN MUN FD INC | $76,000 | -5.0% | 4,956 | 0.0% | 0.02% | -22.2% | |
| GIS | GENERAL MLS INC | $68,000 | +11.5% | 1,013 | 0.0% | 0.02% | -9.5% | |
| PANW | PALO ALTO NETWORKS INC | $67,000 | +17.5% | 120 | 0.0% | 0.02% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $68,000 | +11.5% | 222 | 0.0% | 0.02% | -9.5% | |
| FIS | FIDELITY NATL INFORMATION SV | $68,000 | -9.3% | 619 | 0.0% | 0.02% | -24.0% | |
| CSX | CSX CORP | $68,000 | +25.9% | 1,820 | 0.0% | 0.02% | +5.6% | |
| RJF | RAYMOND JAMES FINL INC | $63,000 | +8.6% | 624 | 0.0% | 0.02% | -10.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $65,000 | 0.0% | 2,981 | 0.0% | 0.02% | -18.2% | |
| GOOG | ALPHABET INCcap stk cl c | $61,000 | +8.9% | 21 | 0.0% | 0.02% | -10.5% | |
| TIP | ISHARES TRtips bd etf | $61,000 | 0.0% | 474 | 0.0% | 0.02% | -19.0% | |
| JPM | JPMORGAN CHASE & CO | $59,000 | -3.3% | 374 | 0.0% | 0.02% | -19.0% | |
| NKE | NIKE INCcl b | $60,000 | +13.2% | 363 | 0.0% | 0.02% | -5.6% | |
| GOOGL | ALPHABET INCcap stk cl a | $61,000 | +8.9% | 21 | 0.0% | 0.02% | -10.5% | |
| UNP | UNION PAC CORP | $60,000 | +27.7% | 240 | 0.0% | 0.02% | +6.2% | |
| EWL | ISHARES INCmsci switzerland | $56,000 | +12.0% | 1,070 | 0.0% | 0.02% | -5.9% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $58,000 | +11.5% | 146 | 0.0% | 0.02% | -5.9% | |
| DSI | ISHARES TRmsci kld400 soc | $58,000 | +11.5% | 626 | 0.0% | 0.02% | -5.9% | |
| SO | SOUTHERN CO | $55,000 | +10.0% | 805 | 0.0% | 0.02% | -11.8% | |
| PRU | PRUDENTIAL FINL INC | $55,000 | +3.8% | 507 | 0.0% | 0.02% | -16.7% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $55,000 | +7.8% | 172 | 0.0% | 0.02% | -11.8% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $51,000 | +2.0% | 992 | 0.0% | 0.01% | -17.6% | |
| PM | PHILIP MORRIS INTL INC | $46,000 | 0.0% | 487 | 0.0% | 0.01% | -13.3% | |
| ITW | ILLINOIS TOOL WKS INC | $41,000 | +17.1% | 168 | 0.0% | 0.01% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $44,000 | +10.0% | 258 | 0.0% | 0.01% | -7.7% | |
| EWD | ISHARES INCmsci sweden etf | $38,000 | +2.7% | 817 | 0.0% | 0.01% | -8.3% | |
| D | DOMINION ENERGY INC | $40,000 | +8.1% | 512 | 0.0% | 0.01% | -8.3% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $39,000 | +2.6% | 837 | 0.0% | 0.01% | -15.4% | |
| SJM | SMUCKER J M CO | $34,000 | +13.3% | 254 | 0.0% | 0.01% | 0.0% | |
| BAC | BK OF AMERICA CORP | $36,000 | +2.9% | 820 | 0.0% | 0.01% | -16.7% | |
| VOX | VANGUARD WORLD FDS | $37,000 | -5.1% | 276 | 0.0% | 0.01% | -23.1% | |
| BIDU | BAIDU INCspon adr rep a | $36,000 | -2.7% | 240 | 0.0% | 0.01% | -16.7% | |
| TWTR | TWITTER INC | $32,000 | -28.9% | 750 | 0.0% | 0.01% | -40.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $32,000 | -3.0% | 241 | 0.0% | 0.01% | -18.2% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $31,000 | +10.7% | 314 | 0.0% | 0.01% | 0.0% | |
| XYL | XYLEM INC | $27,000 | -3.6% | 229 | 0.0% | 0.01% | -11.1% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $27,000 | 0.0% | 493 | 0.0% | 0.01% | -11.1% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $28,000 | 0.0% | 521 | 0.0% | 0.01% | -11.1% | |
| PK | PARK HOTELS & RESORTS INC | $29,000 | 0.0% | 1,510 | 0.0% | 0.01% | -20.0% | |
| STBA | S & T BANCORP INC | $30,000 | +7.1% | 950 | 0.0% | 0.01% | -11.1% | |
| QLD | PROSHARES TR | $27,000 | +22.7% | 300 | 0.0% | 0.01% | +14.3% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $27,000 | +12.5% | 350 | 0.0% | 0.01% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $28,000 | +7.7% | 348 | 0.0% | 0.01% | -11.1% | |
| ED | CONSOLIDATED EDISON INC | $26,000 | +18.2% | 300 | 0.0% | 0.01% | 0.0% | |
| CLPT | CLEARPOINT NEURO INC | $25,000 | -35.9% | 2,216 | 0.0% | 0.01% | -46.2% | |
| SBI | WESTERN ASSET INTER MUNI FD | $25,000 | 0.0% | 2,581 | 0.0% | 0.01% | -12.5% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $26,000 | +8.3% | 154 | 0.0% | 0.01% | -12.5% | |
| DAL | DELTA AIR LINES INC DEL | $20,000 | -9.1% | 518 | 0.0% | 0.01% | -14.3% | |
| EXC | EXELON CORP | $23,000 | +21.1% | 391 | 0.0% | 0.01% | 0.0% | |
| AZN | ASTRAZENECA PLCsponsored adr | $20,000 | -4.8% | 346 | 0.0% | 0.01% | -14.3% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $21,000 | +5.0% | 541 | 0.0% | 0.01% | -14.3% | |
| IBHG | ISHARES TRibonds 2027 term | $20,000 | 0.0% | 800 | 0.0% | 0.01% | -14.3% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $23,000 | +9.5% | 481 | 0.0% | 0.01% | -14.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $22,000 | +15.8% | 325 | 0.0% | 0.01% | 0.0% | |
| FCPT | FOUR CORNERS PPTY TR INC | $21,000 | +5.0% | 729 | 0.0% | 0.01% | -14.3% | |
| MPC | MARATHON PETE CORP | $22,000 | 0.0% | 350 | 0.0% | 0.01% | -14.3% | |
| C | CITIGROUP INC | $17,000 | -15.0% | 285 | 0.0% | 0.01% | -28.6% | |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $17,000 | 0.0% | 466 | 0.0% | 0.01% | -16.7% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $16,000 | +14.3% | 50 | 0.0% | 0.01% | 0.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $16,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $16,000 | +6.7% | 415 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES TRmorningstar grwt | $18,000 | +12.5% | 250 | 0.0% | 0.01% | 0.0% | |
| EWC | ISHARES INCmsci cda etf | $16,000 | +6.7% | 424 | 0.0% | 0.01% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $18,000 | +20.0% | 402 | 0.0% | 0.01% | 0.0% | |
| FHN | FIRST HORIZON CORPORATION | $17,000 | 0.0% | 1,058 | 0.0% | 0.01% | -16.7% | |
| OLN | OLIN CORP | $16,000 | +14.3% | 285 | 0.0% | 0.01% | 0.0% | |
| KOMP | SPDR SER TRs&p kensho new | $18,000 | 0.0% | 302 | 0.0% | 0.01% | -16.7% | |
| CVS | CVS HEALTH CORP | $15,000 | +15.4% | 150 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $14,000 | 0.0% | 250 | 0.0% | 0.00% | -20.0% | |
| AFL | AFLAC INC | $14,000 | +16.7% | 238 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC CO | $15,000 | -6.2% | 156 | 0.0% | 0.00% | -20.0% | ||
| HII | HUNTINGTON INGALLS INDS INC | $14,000 | 0.0% | 75 | 0.0% | 0.00% | -20.0% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $15,000 | +7.1% | 89 | 0.0% | 0.00% | -20.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $13,000 | 0.0% | 272 | 0.0% | 0.00% | 0.0% | |
| ILCB | ISHARES TRmorningstr us eq | $13,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% | |
| IMCB | ISHARES TRmrgstr md cp etf | $14,000 | +7.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ISCG | ISHARES TRmrgstr sm cp gr | $15,000 | 0.0% | 300 | 0.0% | 0.00% | -20.0% | |
| MS | MORGAN STANLEY | $15,000 | 0.0% | 155 | 0.0% | 0.00% | -20.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $13,000 | +8.3% | 707 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $15,000 | +7.1% | 210 | 0.0% | 0.00% | -20.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | +7.1% | 110 | 0.0% | 0.00% | -20.0% | |
| SBUX | STARBUCKS CORP | $14,000 | +7.7% | 116 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| MAS | MASCO CORP | $9,000 | +28.6% | 131 | 0.0% | 0.00% | +50.0% | |
| QCOM | QUALCOMM INC | $9,000 | +50.0% | 50 | 0.0% | 0.00% | +50.0% | |
| ENFR | ALPS ETF TRalerian energy | $9,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $11,000 | -35.3% | 1,228 | 0.0% | 0.00% | -50.0% | |
| VTRS | VIATRIS INC | $11,000 | 0.0% | 800 | 0.0% | 0.00% | -25.0% | |
| BYLD | ISHARES TRyld optim bd | $10,000 | 0.0% | 386 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $10,000 | -9.1% | 27 | 0.0% | 0.00% | -25.0% | |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $9,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $9,000 | 0.0% | 583 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $11,000 | +10.0% | 62 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $10,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SPIP | SPDR SER TRportfli tips etf | $10,000 | +11.1% | 305 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $9,000 | +12.5% | 78 | 0.0% | 0.00% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $12,000 | 0.0% | 87 | 0.0% | 0.00% | -25.0% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $8,000 | 0.0% | 206 | 0.0% | 0.00% | -33.3% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $7,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $8,000 | 0.0% | 362 | 0.0% | 0.00% | -33.3% | |
| CRM | SALESFORCE COM INC | $6,000 | -14.3% | 24 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $8,000 | 0.0% | 45 | 0.0% | 0.00% | -33.3% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $7,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $6,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $6,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $8,000 | -27.3% | 400 | 0.0% | 0.00% | -50.0% | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $8,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| NI | NISOURCE INC | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $8,000 | -20.0% | 6 | 0.0% | 0.00% | -33.3% | |
| RKT | ROCKET COS INC | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| GLTR | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| BLW | BLACKROCK LTD DURATION INCOM | $8,000 | -11.1% | 500 | 0.0% | 0.00% | -33.3% | |
| ILCV | ISHARES TRmorningstar valu | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $8,000 | +14.3% | 72 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $5,000 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ORCL | ORACLE CORP | $5,000 | 0.0% | 52 | 0.0% | 0.00% | -50.0% | |
| MAIN | MAIN STR CAP CORP | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| LITE | LUMENTUM HLDGS INC | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $4,000 | -33.3% | 230 | 0.0% | 0.00% | -50.0% | |
| LUCID GROUP INC | $2,000 | +100.0% | 40 | 0.0% | 0.00% | – | ||
| FWONK | LIBERTY MEDIA CORP DEL | $3,000 | +50.0% | 42 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $4,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES TRibds dec28 etf | $3,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $5,000 | 0.0% | 76 | 0.0% | 0.00% | -50.0% | |
| IBHD | ISHARES TRibonds 24 trm hg | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $5,000 | 0.0% | 58 | 0.0% | 0.00% | -50.0% | |
| IBHE | ISHARES TRibonds 25 trm hg | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| EBND | SPDR SER TRbloomberg emergi | $2,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $4,000 | -20.0% | 90 | 0.0% | 0.00% | -50.0% | |
| HUN | HUNTSMAN CORP | $3,000 | +50.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| HAL | HALLIBURTON CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| FSLY | FASTLY INCcl a | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| EDIT | EDITAS MEDICINE INC | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TPX | TEMPUR SEALY INTL INC | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EPR | EPR PPTYS | $5,000 | 0.0% | 111 | 0.0% | 0.00% | -50.0% | |
| DD | DUPONT DE NEMOURS INC | $2,000 | +100.0% | 20 | 0.0% | 0.00% | – | |
| DOW | DOW INC | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| HAUZ | DBX ETF TRxtrack intl real | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KMX | CARMAX INC | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BYND | BEYOND MEAT INC | $3,000 | -25.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| APPN | APPIAN CORPcl a | $2,000 | -33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MO | ALTRIA GROUP INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC | $3,000 | +50.0% | 154 | 0.0% | 0.00% | 0.0% | |
| AKTS | AKOUSTIS TECHNOLOGIES INC | $2,000 | -33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| WU | WESTERN UN CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ABBV | ABBVIE INC | $5,000 | +25.0% | 36 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $5,000 | +25.0% | 36 | 0.0% | 0.00% | 0.0% | |
| XSOE | WISDOMTREE TRem ex st-owned | $5,000 | 0.0% | 146 | 0.0% | 0.00% | -50.0% | |
| WDAY | WORKDAY INCcl a | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4,000 | -20.0% | 33 | 0.0% | 0.00% | -50.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $3,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| GASS | STEALTHGAS INC | $4,000 | -20.0% | 2,000 | 0.0% | 0.00% | -50.0% | |
| NFLX | NETFLIX INC | $4,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ROST | ROSS STORES INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| NMM | NAVIOS MARITIME PARTNERS L P | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| FLR | FLUOR CORP NEW | $0 | – | 10 | 0.0% | 0.00% | – | |
| GME | GAMESTOP CORP NEWcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| COST | COSTCO WHSL CORP NEW | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | – | 50 | 0.0% | 0.00% | – | |
| HPQ | HP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| CIEN | CIENA CORP | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| HITI | HIGH TIDE INC | $0 | – | 40 | 0.0% | 0.00% | – | |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | – | 5 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| IBHF | ISHARES TRibonds 2026 term | $0 | – | 1 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 25 | 0.0% | 0.00% | – | |
| VIAC | VIACOMCBS INCcl b | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| V | VISA INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| ALK | ALASKA AIR GROUP INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $0 | – | 4 | 0.0% | 0.00% | – | |
| LEN | LENNAR CORPcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| XL | XL FLEET CORP | $0 | -100.0% | 110 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| NAT | NORDIC AMERICAN TANKERS LIMI | $0 | – | 22 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $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% | – | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 6 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
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.