Universe · entity
Moisand Fitzgerald Tamayo, LLC
Institutional manager (13F) · CIK 1649107
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $886M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $140M | 3,599,322 |
| 2 | AMERICAN CENTY ETF TR | $110M | 1,358,554 |
| 3 | SCHWAB STRATEGIC TR | $97M | 3,897,100 |
| 4 | SCHWAB STRATEGIC TR | $95M | 3,920,931 |
| 5 | AMERICAN CENTY ETF TR | $70M | 632,849 |
| 6 | DIMENSIONAL ETF TRUST | $69M | 970,443 |
| 7 | AMERICAN CENTY ETF TR | $38M | 378,227 |
| 8 | DIMENSIONAL ETF TRUST | $34M | 1,444,596 |
| 9 | AMERICAN CENTY ETF TR | $33M | 444,730 |
| 10 | DIMENSIONAL ETF TRUST | $26M | 544,583 |
| 11 | DIMENSIONAL ETF TRUST | $20M | 587,776 |
| 12 | ISHARES TR | $15M | 22,902 |
| 13 | VANGUARD INDEX FDS | $13M | 21,143 |
| 14 | DIMENSIONAL ETF TRUST | $12M | 190,210 |
| 15 | DIMENSIONAL ETF TRUST | $10M | 293,560 |
| 16 | SCHWAB STRATEGIC TR | $8M | 264,449 |
| 17 | EA SERIES TRUST | $6M | 50,983 |
| 18 | SPDR SERIES TRUST | $6M | 72,796 |
| 19 | VANGUARD INDEX FDS | $5M | 16,804 |
| 20 | DIMENSIONAL ETF TRUST | $5M | 132,564 |
| 21 | DIMENSIONAL ETF TRUST | $5M | 89,017 |
| 22 | ISHARES TR | $5M | 13,006 |
| 23 | AMERICAN CENTY ETF TR | $4M | 50,271 |
| 24 | VANGUARD INDEX FDS | $4M | 19,808 |
| 25 | VANGUARD INDEX FDS | $4M | 13,032 |
| 26 | SCHWAB STRATEGIC TR | $4M | 170,327 |
| 27 | APPLE INC | $3M | 13,079 |
| 28 | DIMENSIONAL ETF TRUST | $3M | 40,650 |
| 29 | SCHWAB STRATEGIC TR | $3M | 115,011 |
| 30 | VANGUARD INTL EQUITY INDEX F | $3M | 35,104 |
| 31 | NVIDIA CORPORATION | $3M | 15,097 |
| 32 | SPDR SERIES TRUST | $2M | 39,852 |
| 33 | VANGUARD INDEX FDS | $2M | 8,949 |
| 34 | DIMENSIONAL ETF TRUST | $2M | 62,399 |
| 35 | VANGUARD BD INDEX FDS | $2M | 26,913 |
| 36 | VANGUARD BD INDEX FDS | $2M | 27,277 |
| 37 | SCHWAB STRATEGIC TR | $2M | 70,477 |
| 38 | ISHARES TR | $2M | 5,500 |
| 39 | SCHWAB STRATEGIC TR | $2M | 79,379 |
| 40 | LAM RESEARCH CORP | $2M | 9,111 |
| 41 | SCHWAB STRATEGIC TR | $2M | 60,512 |
| 42 | MICROSOFT CORP | $2M | 4,970 |
| 43 | L3HARRIS TECHNOLOGIES INC | $2M | 4,955 |
| 44 | DIMENSIONAL ETF TRUST | $2M | 42,935 |
| 45 | AMERICAN CENTY ETF TR | $2M | 27,041 |
| 46 | STATE STR SPDR S&P 500 ETF T | $1M | 2,293 |
| 47 | ISHARES TR | $1M | 6,980 |
| 48 | EXXON MOBIL CORP | $1M | 8,468 |
| 49 | ISHARES TR | $1M | 8,917 |
| 50 | SPDR SERIES TRUST | $1M | 13,688 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.