$372 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 676 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 108.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $58,592,000 | +34.8% | 2,427,170 | +57.2% | 15.76% | -20.3% |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $25,882,000 | – | 819,063 | +100.0% | 6.96% | – | |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $21,305,000 | +316.1% | 412,886 | +329.4% | 5.73% | +146.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $17,587,000 | +44.6% | 280,360 | +74.8% | 4.73% | -14.5% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $15,950,000 | +39.5% | 302,316 | +65.5% | 4.29% | -17.5% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $15,667,000 | +84.1% | 326,386 | +115.1% | 4.21% | +8.9% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $15,608,000 | +42.1% | 740,083 | +67.8% | 4.20% | -16.0% |
| VOO | Buy | VANGUARD INDEX FDS | $14,300,000 | +36.1% | 41,224 | +62.9% | 3.85% | -19.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,958,000 | +37.9% | 34,176 | +65.0% | 3.48% | -18.5% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $12,864,000 | +118.3% | 188,184 | +155.0% | 3.46% | +29.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $12,769,000 | +26.8% | 287,978 | +52.0% | 3.43% | -25.0% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $10,831,000 | +56.0% | 269,303 | +80.7% | 2.91% | -7.8% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $9,027,000 | +44.2% | 389,765 | +63.4% | 2.43% | -14.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $8,206,000 | +51.6% | 166,823 | +52.7% | 2.21% | -10.4% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $6,979,000 | +323.7% | 236,820 | +335.5% | 1.88% | +150.6% |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $6,835,000 | +32.6% | 318,803 | +54.4% | 1.84% | -21.6% | |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $5,668,000 | +30.8% | 142,810 | +55.4% | 1.52% | -22.7% |
| USRT | Buy | ISHARES TRcre u s reit etf | $4,377,000 | +27.3% | 81,963 | +54.1% | 1.18% | -24.7% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $4,283,000 | +17.4% | 59,146 | +35.1% | 1.15% | -30.6% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,069,000 | +22.1% | 104,352 | +48.3% | 1.09% | -27.8% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,993,000 | +40.6% | 63,966 | +60.8% | 1.07% | -16.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,712,000 | +71.5% | 118,023 | +100.2% | 1.00% | +1.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,538,000 | +174.3% | 18,758 | +230.9% | 0.95% | +62.2% |
| IWB | Buy | ISHARES TRrus 1000 etf | $3,513,000 | -2.9% | 16,909 | +16.8% | 0.94% | -42.6% |
| Buy | DIMENSIONAL ETF TRUSTinternatnal val | $3,280,000 | +139.2% | 113,539 | +177.2% | 0.88% | +41.3% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,191,000 | +64.0% | 24,198 | +83.8% | 0.86% | -3.1% |
| New | DIMENSIONAL ETF TRUSTintl core equity | $2,790,000 | – | 129,630 | +100.0% | 0.75% | – | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,758,000 | +38.7% | 14,001 | +67.5% | 0.74% | -17.9% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,646,000 | +73.2% | 52,965 | +99.7% | 0.71% | +2.4% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $2,481,000 | +51.6% | 39,037 | +73.6% | 0.67% | -10.5% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $2,394,000 | +65.7% | 46,973 | +96.2% | 0.64% | -2.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,342,000 | +57.0% | 13,301 | +89.4% | 0.63% | -7.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $2,255,000 | +37.0% | 76,569 | +37.9% | 0.61% | -19.0% |
| AAPL | Buy | APPLE INC | $1,589,000 | +114.2% | 11,623 | +173.5% | 0.43% | +26.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,549,000 | -9.3% | 11,267 | +2.8% | 0.42% | -46.3% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,297,000 | +20.3% | 41,545 | +46.3% | 0.35% | -28.8% |
| IWC | Buy | ISHARES TRmicro-cap etf | $1,289,000 | +40.1% | 12,400 | +73.7% | 0.35% | -17.2% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $1,291,000 | +103.9% | 5,939 | +146.1% | 0.35% | +20.5% |
| TFC | New | TRUIST FINL CORP | $1,171,000 | – | 24,699 | +100.0% | 0.32% | – |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,163,000 | -1.4% | 4,811 | +1.3% | 0.31% | -41.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,099,000 | -3.8% | 24,615 | +16.0% | 0.30% | -43.1% |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $1,095,000 | – | 26,883 | +100.0% | 0.30% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,052,000 | +37.3% | 11,548 | +63.5% | 0.28% | -18.7% |
| WEC | New | WEC ENERGY GROUP INC | $1,010,000 | – | 10,038 | +100.0% | 0.27% | – |
| MSFT | Buy | MICROSOFT CORP | $1,001,000 | +277.7% | 3,899 | +353.4% | 0.27% | +122.3% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $939,000 | -1.9% | 6,268 | +15.2% | 0.25% | -41.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $896,000 | +54.7% | 2,374 | +85.3% | 0.24% | -8.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $861,000 | +11.0% | 5,084 | +34.5% | 0.23% | -34.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $857,000 | +33.9% | 4,829 | +33.7% | 0.23% | -21.0% |
| Buy | AMERICAN CENTY ETF TRus large cap vlu | $857,000 | +686.2% | 18,595 | +820.5% | 0.23% | +360.0% | |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $853,000 | +19.3% | 23,697 | +39.4% | 0.23% | -29.5% |
| NEE | Buy | NEXTERA ENERGY INC | $839,000 | +1210.9% | 10,829 | +1330.5% | 0.23% | +679.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $812,000 | +2.3% | 8,785 | +19.3% | 0.22% | -39.6% |
| DIS | Buy | DISNEY WALT CO | $794,000 | +105.7% | 8,414 | +198.8% | 0.21% | +21.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $766,000 | +27.9% | 9,976 | +29.8% | 0.21% | -24.3% |
| HD | Buy | HOME DEPOT INC | $765,000 | +64.9% | 2,790 | +79.9% | 0.21% | -2.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $760,000 | -0.9% | 3,361 | +17.6% | 0.20% | -41.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $680,000 | -0.6% | 3,946 | +20.3% | 0.18% | -41.2% |
| KO | Buy | COCA COLA CO | $663,000 | +543.7% | 10,533 | +534.9% | 0.18% | +278.7% |
| MMM | Buy | 3M CO | $650,000 | -12.6% | 5,025 | +0.5% | 0.18% | -48.2% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $628,000 | +4.5% | 17,049 | +18.5% | 0.17% | -38.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $624,000 | +17.5% | 21,645 | +39.8% | 0.17% | -30.6% |
| EFA | Buy | ISHARES TRmsci eafe etf | $612,000 | +15.7% | 9,786 | +36.1% | 0.16% | -31.5% |
| DE | New | DEERE & CO | $584,000 | – | 1,949 | +100.0% | 0.16% | – |
| XOM | Buy | EXXON MOBIL CORP | $539,000 | +356.8% | 6,291 | +338.7% | 0.14% | +168.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $529,000 | +90.3% | 1,936 | +145.7% | 0.14% | +12.7% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $499,000 | +102.0% | 4,834 | +142.8% | 0.13% | +19.6% |
| RWR | Buy | SPDR SER TRdj reit etf | $456,000 | -7.1% | 4,800 | +14.8% | 0.12% | -44.8% |
| New | AMERICAN CENTY ETF TRavantis us small | $453,000 | – | 11,054 | +100.0% | 0.12% | – | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $446,000 | +49.2% | 5,747 | +57.4% | 0.12% | -11.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $412,000 | +20.1% | 7,540 | +45.7% | 0.11% | -28.8% |
| PFE | Buy | PFIZER INC | $408,000 | +2166.7% | 7,779 | +2154.8% | 0.11% | +1275.0% |
| WMT | Buy | WALMART INC | $364,000 | +372.7% | 2,997 | +478.6% | 0.10% | +180.0% |
| TXN | Buy | TEXAS INSTRS INC | $355,000 | +11733.3% | 2,309 | +13482.4% | 0.10% | +9400.0% |
| AXP | New | AMERICAN EXPRESS CO | $335,000 | – | 2,419 | +100.0% | 0.09% | – |
| T | Buy | AT&T INC | $316,000 | -8.4% | 15,078 | +3.4% | 0.08% | -45.9% |
| DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $317,000 | +1.3% | 13,613 | +19.9% | 0.08% | -40.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $290,000 | +5700.0% | 1,045 | +6866.7% | 0.08% | +3800.0% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $268,000 | +10.3% | 9,261 | +34.1% | 0.07% | -35.1% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $251,000 | -0.4% | 1,845 | +18.1% | 0.07% | -40.9% |
| AMZN | Buy | AMAZON COM INC | $248,000 | +55.0% | 2,336 | +4667.3% | 0.07% | -8.2% |
| ORCL | Buy | ORACLE CORP | $244,000 | +6000.0% | 3,491 | +6613.5% | 0.07% | +3200.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $243,000 | +2330.0% | 4,792 | +2237.6% | 0.06% | +1200.0% |
| QCOM | Buy | QUALCOMM INC | $238,000 | +395.8% | 1,867 | +489.0% | 0.06% | +190.9% |
| NOC | New | NORTHROP GRUMMAN CORP | $231,000 | – | 483 | +100.0% | 0.06% | – |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $219,000 | +157.6% | 4,200 | +192.5% | 0.06% | +51.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $221,000 | +268.3% | 3,656 | +364.0% | 0.06% | +118.5% |
| SBUX | New | STARBUCKS CORP | $218,000 | – | 2,850 | +100.0% | 0.06% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $204,000 | +22.2% | 4,613 | +47.8% | 0.06% | -27.6% |
| EFV | Buy | ISHARES TReafe value etf | $198,000 | -5.7% | 4,562 | +9.1% | 0.05% | -44.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $197,000 | +497.0% | 1,000 | +663.4% | 0.05% | +253.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $196,000 | +9700.0% | 1,241 | +12310.0% | 0.05% | +5200.0% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $191,000 | -12.4% | 2,937 | +3.7% | 0.05% | -48.5% |
| TJX | New | TJX COS INC NEW | $184,000 | – | 3,302 | +100.0% | 0.05% | – |
| MCD | Buy | MCDONALDS CORP | $179,000 | +442.4% | 725 | +445.1% | 0.05% | +220.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $174,000 | +58.2% | 1,960 | +81.8% | 0.05% | -6.0% |
| DVY | New | ISHARES TRselect divid etf | $166,000 | – | 1,407 | +100.0% | 0.04% | – |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $169,000 | +894.1% | 548 | +996.0% | 0.04% | +462.5% |
| DRI | New | DARDEN RESTAURANTS INC | $165,000 | – | 1,459 | +100.0% | 0.04% | – |
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $157,000 | +61.9% | 5,958 | +94.5% | 0.04% | -4.5% |
| NVDA | Buy | NVIDIA CORPORATION | $152,000 | +16.0% | 1,003 | +109.4% | 0.04% | -31.7% |
| PAYX | Buy | PAYCHEX INC | $149,000 | +7350.0% | 1,309 | +7172.2% | 0.04% | +3900.0% |
| TSLA | Buy | TESLA INC | $143,000 | +66.3% | 213 | +166.2% | 0.04% | -2.6% |
| IWD | New | ISHARES TRrus 1000 val etf | $137,000 | – | 943 | +100.0% | 0.04% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $123,000 | – | 4,064 | +100.0% | 0.03% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $120,000 | – | 833 | +100.0% | 0.03% | – |
| LNC | New | LINCOLN NATL CORP IND | $119,000 | – | 2,554 | +100.0% | 0.03% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $111,000 | +593.8% | 2,923 | +723.4% | 0.03% | +328.6% |
| VLO | New | VALERO ENERGY CORP | $106,000 | – | 1,000 | +100.0% | 0.03% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $106,000 | +17.8% | 246 | +20.6% | 0.03% | -29.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $102,000 | +22.9% | 47 | +56.7% | 0.03% | -28.9% |
| FB | Buy | META PLATFORMS INCcl a | $93,000 | +322.7% | 576 | +476.0% | 0.02% | +150.0% |
| FARO | New | FARO TECHNOLOGIES INC | $92,000 | – | 3,000 | +100.0% | 0.02% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $91,000 | – | 4,303 | +100.0% | 0.02% | – | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $84,000 | +600.0% | 258 | +789.7% | 0.02% | +360.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $87,000 | +222.2% | 1,207 | +244.9% | 0.02% | +91.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $84,000 | +460.0% | 595 | +412.9% | 0.02% | +228.6% |
| PFF | Buy | ISHARES TRpfd and incm sec | $80,000 | +700.0% | 2,430 | +790.1% | 0.02% | +340.0% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $81,000 | – | 1,153 | +100.0% | 0.02% | – |
| CLPT | Buy | CLEARPOINT NEURO INC | $81,000 | +376.5% | 6,216 | +271.1% | 0.02% | +175.0% |
| DUK | New | DUKE ENERGY CORP NEW | $82,000 | – | 763 | +100.0% | 0.02% | – |
| NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $81,000 | – | 5,914 | +100.0% | 0.02% | – |
| BDX | New | BECTON DICKINSON & CO | $75,000 | – | 305 | +100.0% | 0.02% | – |
| CVX | Buy | CHEVRON CORP NEW | $76,000 | +347.1% | 528 | +402.9% | 0.02% | +150.0% |
| GIS | New | GENERAL MLS INC | $76,000 | – | 1,013 | +100.0% | 0.02% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $71,000 | -13.4% | 1,806 | +2.5% | 0.02% | -48.6% |
| NSC | Buy | NORFOLK SOUTHN CORP | $71,000 | +7000.0% | 313 | +7725.0% | 0.02% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $67,000 | +235.0% | 1,072 | +229.8% | 0.02% | +100.0% |
| RJF | Buy | RAYMOND JAMES FINL INC | $67,000 | +415.4% | 744 | +509.8% | 0.02% | +200.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $68,000 | +94.3% | 500 | +150.0% | 0.02% | +12.5% |
| FCF | New | FIRST COMWLTH FINL CORP PA | $63,000 | – | 4,692 | +100.0% | 0.02% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $63,000 | – | 652 | +100.0% | 0.02% | – |
| PANW | New | PALO ALTO NETWORKS INC | $59,000 | – | 120 | +100.0% | 0.02% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $59,000 | +321.4% | 27 | +440.0% | 0.02% | +166.7% |
| FIS | New | FIDELITY NATL INFORMATION SV | $57,000 | – | 619 | +100.0% | 0.02% | – |
| NBH | Buy | NEUBERGER BERMAN MUN FD INC | $55,000 | +243.8% | 4,956 | +306.2% | 0.02% | +114.3% |
| CSX | Buy | CSX CORP | $54,000 | +500.0% | 1,846 | +638.4% | 0.02% | +275.0% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $52,000 | – | 537 | +100.0% | 0.01% | – |
| UNP | Buy | UNION PAC CORP | $52,000 | +1200.0% | 246 | +1792.3% | 0.01% | +600.0% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $53,000 | -53.1% | 1,516 | +12.6% | 0.01% | -72.5% |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $49,000 | – | 216 | +100.0% | 0.01% | – |
| EWL | Buy | ISHARES INCmsci switzerland | $48,000 | +860.0% | 1,163 | +1150.5% | 0.01% | +550.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $49,000 | +444.4% | 507 | +585.1% | 0.01% | +225.0% |
| BA | Buy | BOEING CO | $50,000 | +4.2% | 366 | +46.4% | 0.01% | -40.9% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $50,000 | – | 213 | +100.0% | 0.01% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $45,000 | +309.1% | 649 | +597.8% | 0.01% | +140.0% |
| New | WARNER BROS DISCOVERY INC | $46,000 | – | 3,415 | +100.0% | 0.01% | – | |
| IWF | New | ISHARES TRrus 1000 grw etf | $45,000 | – | 204 | +100.0% | 0.01% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $44,000 | -15.4% | 394 | +4.0% | 0.01% | -50.0% |
| IJT | New | ISHARES TRs&p sml 600 gwt | $45,000 | – | 424 | +100.0% | 0.01% | – |
| OXSQ | New | OXFORD SQUARE CAP CORP | $41,000 | – | 11,196 | +100.0% | 0.01% | – |
| VFC | New | V F CORP | $40,000 | – | 900 | +100.0% | 0.01% | – |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $40,000 | -4.8% | 992 | +14.7% | 0.01% | -42.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $41,000 | +241.7% | 146 | +356.2% | 0.01% | +120.0% |
| WFC | Buy | WELLS FARGO CO NEW | $36,000 | +300.0% | 919 | +371.3% | 0.01% | +150.0% |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $36,000 | – | 198 | +100.0% | 0.01% | – |
| IXUS | Buy | ISHARES TRcore msci total | $39,000 | -11.4% | 679 | +1.6% | 0.01% | -50.0% |
| New | DIMENSIONAL ETF TRUSTemerging mkts va | $36,000 | – | 1,533 | +100.0% | 0.01% | – | |
| NKE | Buy | NIKE INCcl b | $37,000 | -7.5% | 363 | +21.0% | 0.01% | -44.4% |
| THQ | New | TEKLA HEALTHCARE OPPORTUNITI | $35,000 | – | 1,765 | +100.0% | 0.01% | – |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $35,000 | – | 226 | +100.0% | 0.01% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $34,000 | +6.2% | 300 | +2.0% | 0.01% | -40.0% |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $33,000 | – | 122 | +100.0% | 0.01% | – |
| CSCO | Buy | CISCO SYS INC | $35,000 | +105.9% | 810 | +161.3% | 0.01% | +12.5% |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $33,000 | – | 206 | +100.0% | 0.01% | – |
| MRK | Buy | MERCK & CO INC | $33,000 | +83.3% | 367 | +69.9% | 0.01% | +12.5% |
| SJM | New | SMUCKER J M CO | $33,000 | – | 254 | +100.0% | 0.01% | – |
| DOW | Buy | DOW INC | $28,000 | +833.3% | 539 | +956.9% | 0.01% | +700.0% |
| MET | Buy | METLIFE INC | $30,000 | +275.0% | 477 | +307.7% | 0.01% | +100.0% |
| TWTR | Buy | TWITTER INC | $28,000 | +180.0% | 750 | +200.0% | 0.01% | +60.0% |
| New | DIMENSIONAL ETF TRUSTus small cap val | $29,000 | – | 1,273 | +100.0% | 0.01% | – | |
| XBI | New | SPDR SER TRs&p biotech | $30,000 | – | 400 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $29,000 | – | 350 | +100.0% | 0.01% | – |
| F | Buy | FORD MTR CO DEL | $29,000 | +7.4% | 2,616 | +62.5% | 0.01% | -33.3% |
| BAC | Buy | BK OF AMERICA CORP | $31,000 | +106.7% | 1,008 | +180.0% | 0.01% | +14.3% |
| CTVA | New | CORTEVA INC | $26,000 | – | 488 | +100.0% | 0.01% | – |
| Buy | DIGITAL WORLD ACQUISITION CO | $27,000 | -62.5% | 1,120 | +0.4% | 0.01% | -78.8% | |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $26,000 | +225.0% | 553 | +306.6% | 0.01% | +75.0% |
| D | Buy | DOMINION ENERGY INC | $25,000 | +8.7% | 312 | +15.1% | 0.01% | -30.0% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $25,000 | – | 354 | +100.0% | 0.01% | – |
| EWD | New | ISHARES INCmsci sweden etf | $25,000 | – | 817 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC | $27,000 | – | 488 | +100.0% | 0.01% | – |
| BBDC | New | BARINGS BDC INC | $25,000 | – | 2,713 | +100.0% | 0.01% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $27,000 | – | 387 | +100.0% | 0.01% | – |
| BP | Buy | BP PLCsponsored adr | $27,000 | +237.5% | 960 | +269.2% | 0.01% | +75.0% |
| VOX | New | VANGUARD WORLD FDS | $26,000 | – | 276 | +100.0% | 0.01% | – |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $25,000 | +257.1% | 493 | +262.5% | 0.01% | +133.3% |
| CVS | Buy | CVS HEALTH CORP | $21,000 | +2000.0% | 225 | +2150.0% | 0.01% | – |
| WMB | Buy | WILLIAMS COS INC | $22,000 | +57.1% | 703 | +72.3% | 0.01% | 0.0% |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $21,000 | -16.0% | 727 | +0.3% | 0.01% | -45.5% |
| VLY | Buy | VALLEY NATL BANCORP | $24,000 | -14.3% | 2,281 | +7.8% | 0.01% | -53.8% |
| HE | New | HAWAIIAN ELEC INDUSTRIES | $21,000 | – | 509 | +100.0% | 0.01% | – |
| ALB | Buy | ALBEMARLE CORP | $22,000 | +15.8% | 107 | +21.6% | 0.01% | -33.3% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $24,000 | -4.0% | 506 | +0.6% | 0.01% | -45.5% |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $21,000 | +61.5% | 481 | +60.9% | 0.01% | 0.0% |
| USMV | New | ISHARES TRmsci usa min vol | $20,000 | – | 289 | +100.0% | 0.01% | – |
| FCPT | New | FOUR CORNERS PPTY TR INC | $19,000 | – | 729 | +100.0% | 0.01% | – |
| PEP | New | PEPSICO INC | $17,000 | – | 105 | +100.0% | 0.01% | – |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $20,000 | +81.8% | 2,243 | +124.3% | 0.01% | 0.0% |
| ENB | New | ENBRIDGE INC | $17,000 | – | 393 | +100.0% | 0.01% | – |
| HON | New | HONEYWELL INTL INC | $19,000 | – | 108 | +100.0% | 0.01% | – |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $20,000 | +233.3% | 91 | +213.8% | 0.01% | +66.7% |
| CARR | New | CARRIER GLOBAL CORPORATION | $17,000 | – | 469 | +100.0% | 0.01% | – |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $20,000 | +122.2% | 498 | +149.0% | 0.01% | +25.0% |
| XYL | New | XYLEM INC | $18,000 | – | 229 | +100.0% | 0.01% | – |
| IBHG | New | ISHARES TRibonds 2027 term | $17,000 | – | 800 | +100.0% | 0.01% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $17,000 | – | 234 | +100.0% | 0.01% | – |
| PK | Buy | PARK HOTELS & RESORTS INC | $20,000 | -28.6% | 1,510 | +7.1% | 0.01% | -61.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $14,000 | +1300.0% | 110 | +1000.0% | 0.00% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $15,000 | +87.5% | 253 | +75.7% | 0.00% | 0.0% |
| EWC | New | ISHARES INCmsci cda etf | $14,000 | – | 424 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL | $15,000 | – | 100 | +100.0% | 0.00% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $15,000 | +200.0% | 510 | +332.2% | 0.00% | +100.0% |
| CCL | Buy | CARNIVAL CORP | $15,000 | -37.5% | 1,775 | +47.9% | 0.00% | -63.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $14,000 | +55.6% | 282 | +70.9% | 0.00% | 0.0% |
| ABNB | New | AIRBNB INC | $13,000 | – | 145 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $13,000 | – | 250 | +100.0% | 0.00% | – |
| DVN | Buy | DEVON ENERGY CORP NEW | $13,000 | +18.2% | 230 | +22.3% | 0.00% | -40.0% |
| GM | New | GENERAL MTRS CO | $10,000 | – | 156 | +100.0% | 0.00% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $13,000 | – | 89 | +100.0% | 0.00% | – |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $11,000 | – | 272 | +100.0% | 0.00% | – |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $12,000 | +100.0% | 144 | +105.7% | 0.00% | 0.0% |
| IWS | New | ISHARES TRrus mdcp val etf | $13,000 | – | 129 | +100.0% | 0.00% | – |
| HYDB | New | ISHARES TRhigh yld bd fctr | $13,000 | – | 306 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $12,000 | – | 155 | +100.0% | 0.00% | – |
| OLN | New | OLIN CORP | $13,000 | – | 285 | +100.0% | 0.00% | – |
| QLD | New | PROSHARES TR | $12,000 | – | 300 | +100.0% | 0.00% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $13,000 | +18.2% | 427 | +42.3% | 0.00% | -40.0% |
| SIRI | New | SIRIUS XM HOLDINGS INC | $10,000 | – | 1,575 | +100.0% | 0.00% | – |
| LUV | Buy | SOUTHWEST AIRLS CO | $13,000 | -18.8% | 372 | +6.6% | 0.00% | -57.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $10,000 | +25.0% | 126 | +75.0% | 0.00% | -25.0% |
| VVI | New | VIAD CORP | $10,000 | – | 345 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $6,000 | – | 25 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $8,000 | – | 100 | +100.0% | 0.00% | – |
| PDCE | Buy | PDC ENERGY INC | $9,000 | 0.0% | 148 | +22.3% | 0.00% | -50.0% |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $6,000 | +50.0% | 200 | +100.0% | 0.00% | 0.0% |
| AJG | New | GALLAGHER ARTHUR J & CO | $7,000 | – | 42 | +100.0% | 0.00% | – |
| IYR | Buy | ISHARES TRu.s. real es etf | $9,000 | 0.0% | 94 | +10.6% | 0.00% | -50.0% |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $7,000 | – | 583 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $7,000 | – | 200 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $7,000 | – | 300 | +100.0% | 0.00% | – |
| V | New | VISA INC | $8,000 | – | 41 | +100.0% | 0.00% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $7,000 | – | 62 | +100.0% | 0.00% | – |
| LMPX | New | LMP AUTOMOTIVE HLDGS INC | $6,000 | – | 1,300 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $9,000 | – | 27 | +100.0% | 0.00% | – |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $7,000 | – | 362 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $8,000 | – | 800 | +100.0% | 0.00% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $6,000 | – | 45 | +100.0% | 0.00% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $6,000 | – | 107 | +100.0% | 0.00% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $8,000 | – | 50 | +100.0% | 0.00% | – |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $8,000 | +60.0% | 319 | +70.6% | 0.00% | 0.0% |
| GILD | New | GILEAD SCIENCES INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| PDN | New | INVESCO EXCH TRADED FD TR IIftse rafi sml | $6,000 | – | 206 | +100.0% | 0.00% | – |
| BYLD | New | ISHARES TRyld optim bd | $9,000 | – | 386 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC | $9,000 | – | 51 | +100.0% | 0.00% | – |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $7,000 | – | 341 | +100.0% | 0.00% | – |
| GLTR | New | ABRDN PRECIOUS METALS BASKETphyscl precs met | $6,000 | – | 71 | +100.0% | 0.00% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $8,000 | – | 305 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $7,000 | – | 160 | +100.0% | 0.00% | – |
| IBN | Buy | ICICI BANK LIMITEDadr | $2,000 | 0.0% | 137 | +48.9% | 0.00% | 0.0% |
| H | New | HYATT HOTELS CORP | $2,000 | – | 23 | +100.0% | 0.00% | – |
| HUN | New | HUNTSMAN CORP | $2,000 | – | 75 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $3,000 | – | 104 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO | $3,000 | – | 100 | +100.0% | 0.00% | – |
| IBHE | New | ISHARES TRibonds 25 trm hg | $4,000 | – | 200 | +100.0% | 0.00% | – |
| IBHD | New | ISHARES TRibonds 24 trm hg | $4,000 | – | 200 | +100.0% | 0.00% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $3,000 | – | 105 | +100.0% | 0.00% | – |
| KLAC | Buy | KLA CORP | $3,000 | +50.0% | 8 | +60.0% | 0.00% | 0.0% |
| KTB | New | KONTOOR BRANDS INC | $2,000 | – | 63 | +100.0% | 0.00% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $3,000 | – | 42 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $2,000 | – | 75 | +100.0% | 0.00% | – |
| FHB | New | FIRST HAWAIIAN INC | $3,000 | – | 126 | +100.0% | 0.00% | – |
| MELI | New | MERCADOLIBRE INC | $4,000 | – | 6 | +100.0% | 0.00% | – |
| MOH | Buy | MOLINA HEALTHCARE INC | $4,000 | 0.0% | 14 | +7.7% | 0.00% | -50.0% |
| NRZ | Buy | NEW RESIDENTIAL INVT CORP | $2,000 | 0.0% | 222 | +9.4% | 0.00% | 0.0% |
| NMRK | New | NEWMARK GROUP INCcl a | $4,000 | – | 425 | +100.0% | 0.00% | – |
| NOK | Buy | NOKIA CORPsponsored adr | $2,000 | 0.0% | 515 | +71.7% | 0.00% | 0.0% |
| NDSN | Buy | NORDSON CORP | $3,000 | 0.0% | 16 | +6.7% | 0.00% | 0.0% |
| New | EMBECTA CORP | $2,000 | – | 61 | +100.0% | 0.00% | – | |
| OMF | New | ONEMAIN HLDGS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| OGN | Buy | ORGANON & CO | $3,000 | +200.0% | 78 | +290.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $2,000 | – | 64 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $2,000 | – | 230 | +100.0% | 0.00% | – |
| PDCO | New | PATTERSON COS INC | $3,000 | – | 89 | +100.0% | 0.00% | – |
| HAUZ | New | DBX ETF TRxtrack intl real | $2,000 | – | 100 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| PLD | Buy | PROLOGIS INC. | $2,000 | 0.0% | 13 | +30.0% | 0.00% | 0.0% |
| New | RIVIAN AUTOMOTIVE INC | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| RKT | New | ROCKET COS INC | $3,000 | – | 400 | +100.0% | 0.00% | – |
| EBND | New | SPDR SER TRbloomberg emergi | $2,000 | – | 87 | +100.0% | 0.00% | – |
| CC | Buy | CHEMOURS CO | $3,000 | +200.0% | 97 | +120.5% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $4,000 | – | 100 | +100.0% | 0.00% | – |
| CGC | Buy | CANOPY GROWTH CORP | $3,000 | -66.7% | 1,228 | +0.8% | 0.00% | -75.0% |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $5,000 | – | 209 | +100.0% | 0.00% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | – | 44 | +100.0% | 0.00% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $5,000 | – | 93 | +100.0% | 0.00% | – |
| ARWR | Buy | ARROWHEAD PHARMACEUTICALS IN | $2,000 | -33.3% | 71 | +10.9% | 0.00% | 0.0% |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $2,000 | – | 11 | +100.0% | 0.00% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,000 | – | 50 | +100.0% | 0.00% | – |
| APD | Buy | AIR PRODS & CHEMS INC | $5,000 | +25.0% | 20 | +25.0% | 0.00% | -50.0% |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| STE | New | STERIS PLC | $3,000 | – | 14 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $4,000 | – | 90 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 18 | +100.0% | 0.00% | – |
| PLL | New | PIEDMONT LITHIUM INC | $0 | – | 12 | +100.0% | 0.00% | – |
| J | New | JACOBS ENGR GROUP INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $1,000 | – | 75 | +100.0% | 0.00% | – |
| New | AGILE THERAPEUTICS INC | $0 | – | 2 | +100.0% | 0.00% | – | |
| GME | New | GAMESTOP CORP NEWcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
| New | ROBINHOOD MKTS INC | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| ROST | New | ROSS STORES INC | $0 | – | 4 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA | $0 | – | 1 | +100.0% | 0.00% | – |
| IBHF | New | ISHARES TRibonds 2026 term | $0 | – | 1 | +100.0% | 0.00% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $0 | – | 0 | +100.0% | 0.00% | – |
| WOPEY | New | WOODSIDE ENERGY GROUP LTDsponsored adr | $0 | – | 7 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $1,000 | – | 7 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $0 | – | 10 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC | $0 | – | 30 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SCHN | New | SCHNITZER STEEL INDS INCcl a | $1,000 | – | 21 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP NEW | $1,000 | – | 2 | +100.0% | 0.00% | – |
| TEAM | New | ATLASSIAN CORP PLCcl a | $1,000 | – | 8 | +100.0% | 0.00% | – |
| CFVI | New | CF ACQUISITION CORP VI | $0 | – | 10 | +100.0% | 0.00% | – |
| AXS | New | AXIS CAP HLDGS LTD | $0 | – | 7 | +100.0% | 0.00% | – |
| SELB | New | SELECTA BIOSCIENCES INC | $0 | – | 100 | +100.0% | 0.00% | – |
| SHOP | Buy | SHOPIFY INCcl a | $1,000 | -66.7% | 20 | +400.0% | 0.00% | -100.0% |
| NAT | New | NORDIC AMERICAN TANKERS LIMI | $0 | – | 22 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $0 | – | 8 | +100.0% | 0.00% | – | |
| TPX | New | TEMPUR SEALY INTL INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
| TWO | New | TWO HBRS INVT CORP | $0 | – | 89 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $0 | – | 1 | +100.0% | 0.00% | – |
| YNDX | Buy | YANDEX N V | $0 | – | 25 | +92.3% | 0.00% | – |
| LEN | New | LENNAR CORPcl a | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FLR | New | FLUOR CORP NEW | $0 | – | 10 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $1,000 | – | 40 | +100.0% | 0.00% | – | |
| HITI | New | HIGH TIDE INC | $0 | – | 40 | +100.0% | 0.00% | – |
| Buy | KYNDRYL HLDGS INC | $0 | – | 48 | +108.7% | 0.00% | – | |
| FSLY | New | FASTLY INCcl a | $1,000 | – | 75 | +100.0% | 0.00% | – |
| MBT | Buy | MOBILE TELESYSTEMS PUB JT STsponsored adr | $0 | – | 229 | +100.9% | 0.00% | – |
| MRNA | New | MODERNA INC | $0 | – | 1 | +100.0% | 0.00% | – |
| New | APPLIED DNA SCIENCES INC | $1,000 | – | 2,000 | +100.0% | 0.00% | – | |
| MGI | New | MONEYGRAM INTL INC | $0 | – | 4 | +100.0% | 0.00% | – |
| MCO | New | MOODYS CORP | $0 | – | 0 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| EVRI | New | EVERI HLDGS INC | $1,000 | – | 75 | +100.0% | 0.00% | – |
| KGC | New | KINROSS GOLD CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| New | NUSCALE PWR CORP | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| MDRX | New | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 25 | +100.0% | 0.00% | – |
| ALLK | New | ALLAKOS INC | $1,000 | – | 400 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 6 | +100.0% | 0.00% | – |
| OCGN | New | OCUGEN INC | $0 | – | 10 | +100.0% | 0.00% | – |
| ALK | New | ALASKA AIR GROUP INC | $0 | – | 10 | +100.0% | 0.00% | – |
| KAR | New | KAR AUCTION SVCS INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $0 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
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.