$365 Million is the total value of Moisand Fitzgerald Tamayo, LLC's 720 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 14.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TRrussell 3000 etf | $1,230,000 | -4.7% | 5,939 | 0.0% | 0.34% | -2.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $848,000 | -5.4% | 2,374 | 0.0% | 0.23% | -3.3% | |
| MMM | 3M CO | $555,000 | -14.6% | 5,025 | 0.0% | 0.15% | -13.1% | |
| SCZ | ISHARES TReafe sml cp etf | $368,000 | -10.7% | 7,540 | 0.0% | 0.10% | -9.0% | |
| DLN | WISDOMTREE TRus largecap divd | $313,000 | -6.6% | 5,664 | 0.0% | 0.09% | -4.4% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $262,000 | +8.3% | 2,173 | 0.0% | 0.07% | +10.8% | |
| IWN | ISHARES TRrus 2000 val etf | $238,000 | -5.2% | 1,845 | 0.0% | 0.06% | -4.4% | |
| ORCL | ORACLE CORP | $213,000 | -12.7% | 3,491 | 0.0% | 0.06% | -12.1% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $195,000 | -1.0% | 1,000 | 0.0% | 0.05% | 0.0% | |
| AVEM | AMERICAN CENTY ETF TRavantis emgmkt | $193,000 | -11.9% | 4,200 | 0.0% | 0.05% | -10.2% | |
| SBSI | SOUTHSIDE BANCSHARES INC | $187,000 | -5.6% | 5,287 | 0.0% | 0.05% | -3.8% | |
| DRI | DARDEN RESTAURANTS INC | $184,000 | +11.5% | 1,459 | 0.0% | 0.05% | +13.6% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $157,000 | -7.1% | 548 | 0.0% | 0.04% | -4.4% | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $135,000 | +9.8% | 4,064 | 0.0% | 0.04% | +12.1% | |
| IWD | ISHARES TRrus 1000 val etf | $128,000 | -6.6% | 943 | 0.0% | 0.04% | -5.4% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $113,000 | -5.8% | 833 | 0.0% | 0.03% | -3.1% | |
| ICF | ISHARES TRcohen steer reit | $97,000 | -11.8% | 1,805 | 0.0% | 0.03% | -10.0% | |
| EFG | ISHARES TReafe grwth etf | $87,000 | -10.3% | 1,199 | 0.0% | 0.02% | -7.7% | |
| DES | WISDOMTREE TRus smallcap divd | $84,000 | -8.7% | 3,249 | 0.0% | 0.02% | -8.0% | |
| SSB | SOUTHSTATE CORPORATION | $84,000 | +2.4% | 1,063 | 0.0% | 0.02% | +4.5% | |
| FARO | FARO TECHNOLOGIES INC | $82,000 | -10.9% | 3,000 | 0.0% | 0.02% | -12.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $81,000 | -6.9% | 1,207 | 0.0% | 0.02% | -4.3% | |
| PFF | ISHARES TRpfd and incm sec | $77,000 | -3.8% | 2,430 | 0.0% | 0.02% | -4.5% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $76,000 | -6.2% | 1,153 | 0.0% | 0.02% | -4.5% | |
| NXP | NUVEEN SELECT TAX-FREE INCOMsh ben int | $77,000 | -4.9% | 5,914 | 0.0% | 0.02% | -4.5% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $71,000 | -2.7% | 2,981 | 0.0% | 0.02% | -5.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $70,000 | +2.9% | 500 | 0.0% | 0.02% | +5.6% | |
| CLPT | CLEARPOINT NEURO INC | $64,000 | -21.0% | 6,216 | 0.0% | 0.02% | -18.2% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $59,000 | -6.3% | 652 | 0.0% | 0.02% | -5.9% | |
| FCF | FIRST COMWLTH FINL CORP PA | $60,000 | -4.8% | 4,692 | 0.0% | 0.02% | -5.9% | |
| CMCSA | COMCAST CORP NEWcl a | $53,000 | -25.4% | 1,806 | 0.0% | 0.02% | -21.1% | |
| NBH | NEUBERGER BERMAN MUN FD INC | $50,000 | -9.1% | 4,956 | 0.0% | 0.01% | -6.7% | |
| TIP | ISHARES TRtips bd etf | $50,000 | -7.4% | 474 | 0.0% | 0.01% | -6.7% | |
| FIS | FIDELITY NATL INFORMATION SV | $47,000 | -17.5% | 619 | 0.0% | 0.01% | -13.3% | |
| VHT | VANGUARD WORLD FDShealth car etf | $48,000 | -4.0% | 213 | 0.0% | 0.01% | 0.0% | |
| BA | BOEING CO | $44,000 | -12.0% | 366 | 0.0% | 0.01% | -7.7% | |
| IJT | ISHARES TRs&p sml 600 gwt | $43,000 | -4.4% | 424 | 0.0% | 0.01% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $43,000 | -4.4% | 204 | 0.0% | 0.01% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $40,000 | 0.0% | 837 | 0.0% | 0.01% | 0.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $39,000 | -2.5% | 774 | 0.0% | 0.01% | 0.0% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $36,000 | -10.0% | 992 | 0.0% | 0.01% | -9.1% | |
| IXUS | ISHARES TRcore msci total | $35,000 | -10.3% | 679 | 0.0% | 0.01% | 0.0% | |
| XBI | SPDR SER TRs&p biotech | $32,000 | +6.7% | 400 | 0.0% | 0.01% | +12.5% | |
| CSCO | CISCO SYS INC | $32,000 | -8.6% | 810 | 0.0% | 0.01% | 0.0% | |
| STBA | S & T BANCORP INC | $28,000 | +7.7% | 950 | 0.0% | 0.01% | +14.3% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $26,000 | -3.7% | 387 | 0.0% | 0.01% | 0.0% | |
| VFC | V F CORP | $27,000 | -32.5% | 900 | 0.0% | 0.01% | -36.4% | |
| FHN | FIRST HORIZON CORPORATION | $24,000 | +4.3% | 1,058 | 0.0% | 0.01% | +16.7% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $25,000 | -7.4% | 314 | 0.0% | 0.01% | 0.0% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $24,000 | -4.0% | 493 | 0.0% | 0.01% | 0.0% | |
| PROSHARES TRbitcoin strate | $23,000 | +4.5% | 1,923 | 0.0% | 0.01% | 0.0% | ||
| D | DOMINION ENERGY INC | $22,000 | -12.0% | 312 | 0.0% | 0.01% | -14.3% | |
| BBDC | BARINGS BDC INC | $22,000 | -12.0% | 2,713 | 0.0% | 0.01% | -14.3% | |
| FCPT | FOUR CORNERS PPTY TR INC | $18,000 | -5.3% | 729 | 0.0% | 0.01% | 0.0% | |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $19,000 | +5.6% | 154 | 0.0% | 0.01% | 0.0% | |
| NNN | NATIONAL RETAIL PROPERTIES I | $19,000 | -9.5% | 481 | 0.0% | 0.01% | -16.7% | |
| XYL | XYLEM INC | $20,000 | +11.1% | 229 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $17,000 | -15.0% | 498 | 0.0% | 0.01% | 0.0% | |
| DIGITAL WORLD ACQUISITION CO | $19,000 | -29.6% | 1,120 | 0.0% | 0.01% | -28.6% | ||
| USMV | ISHARES TRmsci usa min vol | $19,000 | -5.0% | 289 | 0.0% | 0.01% | 0.0% | |
| IBHG | ISHARES TRibonds 2027 term | $17,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $14,000 | +7.7% | 415 | 0.0% | 0.00% | +33.3% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $13,000 | -7.1% | 110 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $15,000 | -11.8% | 393 | 0.0% | 0.00% | -20.0% | |
| HYDB | ISHARES TRhigh yld bd fctr | $13,000 | 0.0% | 306 | 0.0% | 0.00% | +33.3% | |
| KRG | KITE RLTY GROUP TR | $14,000 | 0.0% | 812 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES TRrus mid cap etf | $16,000 | -5.9% | 262 | 0.0% | 0.00% | -20.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $13,000 | 0.0% | 427 | 0.0% | 0.00% | +33.3% | |
| SHY | ISHARES TR1 3 yr treas bd | $12,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $12,000 | -7.7% | 285 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $12,000 | -7.7% | 89 | 0.0% | 0.00% | 0.0% | |
| QLD | PROSHARES TR | $11,000 | -8.3% | 300 | 0.0% | 0.00% | 0.0% | |
| MGC | VANGUARD WORLD FDmega cap index | $12,000 | -7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $10,000 | -9.1% | 272 | 0.0% | 0.00% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $11,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ENFR | ALPS ETF TRalerian energy | $10,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $6,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| GLTR | ABRDN PRECIOUS METALS BASKETphyscl precs met | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $7,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $7,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| SPIP | SPDR SER TRportfli tips etf | $8,000 | 0.0% | 305 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| BLW | BLACKROCK LTD DURATION INCOM | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $7,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $6,000 | -14.3% | 583 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $7,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $6,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TRu.s. real es etf | $8,000 | -11.1% | 94 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $7,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $7,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $7,000 | -12.5% | 800 | 0.0% | 0.00% | 0.0% | |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $7,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PDM | PIEDMONT OFFICE REALTY TR IN | $7,000 | -22.2% | 707 | 0.0% | 0.00% | 0.0% | |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $6,000 | -14.3% | 362 | 0.0% | 0.00% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $7,000 | -12.5% | 50 | 0.0% | 0.00% | 0.0% | |
| BYLD | ISHARES TRyld optim bd | $8,000 | -11.1% | 386 | 0.0% | 0.00% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $5,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| TEL | TE CONNECTIVITY LTD | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GASS | STEALTHGAS INC | $5,000 | -16.7% | 2,000 | 0.0% | 0.00% | -50.0% | |
| EPR | EPR PPTYS | $4,000 | -20.0% | 111 | 0.0% | 0.00% | 0.0% | |
| EMBECTA CORP | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | ||
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $5,000 | +25.0% | 400 | 0.0% | 0.00% | 0.0% | |
| APPLIED DNA SCIENCES INC | $2,000 | +100.0% | 2,000 | 0.0% | 0.00% | – | ||
| FDIS | FIDELITY COVINGTON TRUSTmsci consm dis | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TEAM | ATLASSIAN CORP PLCcl a | $2,000 | +100.0% | 8 | 0.0% | 0.00% | – | |
| ZI | ZOOMINFO TECHNOLOGIES INC | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HUN | HUNTSMAN CORP | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $5,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $3,000 | -25.0% | 90 | 0.0% | 0.00% | 0.0% | |
| PDN | INVESCO EXCH TRADED FD TR IIftse rafi sml | $5,000 | -16.7% | 206 | 0.0% | 0.00% | -50.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VIAV | VIAVI SOLUTIONS INC | $2,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| IHI | ISHARES TRu.s. med dvc etf | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| IBHE | ISHARES TRibonds 25 trm hg | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IBHD | ISHARES TRibonds 24 trm hg | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IBDT | ISHARES TRibds dec28 etf | $2,000 | -33.3% | 105 | 0.0% | 0.00% | 0.0% | |
| KTB | KONTOOR BRANDS INC | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| FWONK | LIBERTY MEDIA CORP DEL | $2,000 | -33.3% | 42 | 0.0% | 0.00% | 0.0% | |
| ALLK | ALLAKOS INC | $2,000 | +100.0% | 400 | 0.0% | 0.00% | – | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $5,000 | -16.7% | 107 | 0.0% | 0.00% | -50.0% | |
| MELI | MERCADOLIBRE INC | $5,000 | +25.0% | 6 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABS | $3,000 | -25.0% | 36 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $3,000 | -25.0% | 425 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $5,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| OSTK | OVERSTOCK COM INC DEL | $2,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $2,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% | |
| HAUZ | DBX ETF TRxtrack intl real | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $3,000 | 0.0% | 1,228 | 0.0% | 0.00% | 0.0% | |
| RIVIAN AUTOMOTIVE INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| RKT | ROCKET COS INC | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| EBND | SPDR SER TRbloomberg emergi | $2,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AMC | AMC ENTMT HLDGS INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | 25 | 0.0% | 0.00% | – | |
| QMOM | EA SERIES TRUSTus quan momentum | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| BMO | BANK MONTREAL QUE | $0 | – | 1 | 0.0% | 0.00% | – | |
| BYND | BEYOND MEAT INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | – | 50 | 0.0% | 0.00% | – | |
| FSLY | FASTLY INCcl a | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| HITI | HIGH TIDE INC | $0 | – | 40 | 0.0% | 0.00% | – | |
| IBHF | ISHARES TRibonds 2026 term | $0 | – | 1 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $0 | – | 48 | 0.0% | 0.00% | – | ||
| LEN | LENNAR CORPcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| LUCID GROUP INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | ||
| LUMN | LUMEN TECHNOLOGIES INC | $0 | – | 12 | 0.0% | 0.00% | – | |
| MRNA | MODERNA INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| MGI | MONEYGRAM INTL INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| NUSCALE PWR CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 6 | 0.0% | 0.00% | – | |
| OCGN | OCUGEN INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| ROBINHOOD MKTS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | ||
| ROST | ROSS STORES INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| RY | ROYAL BK CDA | $0 | – | 1 | 0.0% | 0.00% | – | |
| SCHN | SCHNITZER STEEL INDS INCcl a | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | -50.0% | 41 | 0.0% | 0.00% | -100.0% | |
| SQ | BLOCK INCcl a | $0 | -100.0% | 9 | 0.0% | 0.00% | – | |
| SYLVAMO CORP | $0 | – | 8 | 0.0% | 0.00% | – | ||
| TPX | TEMPUR SEALY INTL INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| TDC | TERADATA CORP DEL | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | 1 | 0.0% | 0.00% | – | |
| WU | WESTERN UN CO | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| WDAY | WORKDAY INCcl a | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| XL | XL FLEET CORP | $0 | – | 110 | 0.0% | 0.00% | – | |
| AXS | AXIS CAP HLDGS LTD | $0 | – | 7 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V | $0 | – | 25 | 0.0% | 0.00% | – | |
| IMPERIAL PETE INC | $0 | – | 250 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-26
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.