Moisand Fitzgerald Tamayo, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Orlando, FL
CIK
0001649107
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 653 578,212 DFAI, DFAS, AVUV, AMERICAN CENTY ETF TR 13F-HR 1/18/2024 000164910724000001
Q3 2023 765 473,899 DFAI, DFAS, AVUV, SCHR 13F-HR 10/20/2023 000164910723000006
Q2 2023 750 489,274 DFAI, DFAS, AVUV, SCHR 13F-HR 7/12/2023 000164910723000005
Q1 2023 780 468,304 DFAI, DFAS, AVUV, SCHR 13F-HR 5/5/2023 000164910723000004
Q4 2022 769 438,850 DFAI, DFAS, AVUV, DFUV 13F-HR 1/23/2023 000164910723000003
Q3 2022 720 364,717 DFAI, DFUV, SCHR, DFAS 13F-HR 10/26/2022 000164910722000006
Q2 2022 676 371,803 DFAI, DFUV, SCHR, SCHM 13F-HR 8/1/2022 000164910722000005
Q1 2022 526 219,825 DFAI, SCHM, AVDV, SCHH 13F-HR 4/29/2022 000164910722000003
Q4 2021 401 355,102 DFAI, SCHM, VOO, SCHH 13F-HR 2/3/2022 000164910722000001
Q3 2021 390 297,407 VOO, SCHM, SPLG, IVV 13F-HR 11/1/2021 000164910721000004
Q2 2021 420 275,397 VOO, SCHM, IVV, SPLG 13F-HR 8/3/2021 000164910721000003
Q1 2021 364 231,513 VOO, SCHM, IVV, SPLG 13F-HR 5/3/2021 000164910721000002
Q4 2020 374 221,861 VOO, SCHM, IVV, SPLG 13F-HR 2/2/2021 000164910721000001
Q3 2020 335 193,276 VOO, SCHM, IVV, SPLG 13F-HR 11/2/2020 000164910720000005
Q2 2020 324 181,577 VOO, SCHM, IVV, SPLG 13F-HR 8/7/2020 000164910720000004
Q1 2020 273 153,316 VOO, IVV, SCHM, SPLG 13F-HR 5/13/2020 000164910720000003
Q4 2019 282 193,758 VOO, IVV, SCHM, SCHF 13F-HR 1/16/2020 000164910720000001
Q3 2019 281 184,761 VOO, IVV, SCHM, SCHH 13F-HR 11/1/2019 000164910719000007
Q2 2019 286 183,620 VOO, IVV, SCHM, SCHF 13F-HR 8/5/2019 000164910719000006
Q1 2019 291 180,018 VOO, IVV, SCHM, SCHF 13F-HR 5/3/2019 000164910719000004
Q4 2018 288 159,756 VOO, IVV, SCHM, SCHF 13F-HR 2/11/2019 000164910719000003
Q3 2018 309 179,666 VOO, IVV, SCHM, SCHF 13F-HR 11/9/2018 000164910718000006
Q2 2018 293 171,985 VOO, IVV, SCHM, SCHH 13F-HR 8/8/2018 000164910718000005
Q1 2018 336 168,406 VOO, IVV, SCHM, SCHF 13F-HR 4/30/2018 000164910718000004
Q4 2017 296 172,518 IVV, VOO, SCHM, SCHH 13F-HR 1/23/2018 000164910718000001
Q3 2017 331 164,196 VOO, IVV, SCHM, SCHF 13F-HR 11/3/2017 000164910717000005
Q2 2017 62 146,851 VOO, IVV, SCHM, SCHF 13F-HR 8/8/2017 000164910717000004
Q1 2017 62 141,880 VOO, IVV, SCHM, SCHF 13F-HR 5/5/2017 000164910717000003
Q4 2016 61 134,779 VOO, IVV, SCHM, SCHF 13F-HR 2/6/2017 000164910717000001
Q3 2016 62 131,686 VOO, IVV, SCHM, SCHF 13F-HR 11/4/2016 000164910716000007
Q2 2016 56 122,501 VOO, IVV, SCHM, SCHH 13F-HR 8/3/2016 000164910716000006
Q1 2016 240 123,606 VOO, IVV, SCHM, SCHF NEW HOLDINGS 5/5/2016 000164910716000005
Q1 2016 57 117,963 VOO, IVV, SCHM, SCHF 13F-HR 4/29/2016 000164910716000004
Q4 2015 233 116,428 VOO, IVV, SCHM, SCHH 13F-HR 2/10/2016 000164910716000003