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CIK: 0001649107
Total reported value
$995.4M
$995.4M
535 檔
55.8%
At the close of Q2 2026, Moisand Fitzgerald Tamayo, LLC disclosed equity holdings valued at approximately $995.4M, spread across 535 reported holdings.
In Q2 2026, Moisand Fitzgerald Tamayo, LLC displayed an active expansion posture, initiating 18 new positions and adding to 65 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 535 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 14.88% | +0.82% | +2.61% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 12.08% | +0.41% | -0.14% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 9.81% | +0.74% | +4.55% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 9.62% | +0.96% | +4.12% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 7.88% | -0.14% | +0.95% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.70% | -0.13% | -0.20% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.86% | +0.54% | +1.53% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.72% | -3.72% | EXIT | |
| 9 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 3.57% | +0.04% | +1.97% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.87% | — | -1.74% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.32% | +0.07% | +0.40% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.64% | +0.02% | -2.02% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.02% | -2.32% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 1.28% | -0.06% | -1.62% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.05% | — | -0.83% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.94% | -0.06% | -1.71% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.01% | +3.95% | |
| 18 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.61% | +0.14% | +4.29% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | -4.02% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | +0.02% | -2.31% | |
| 21 | DFIC | Dimensional International Co | ETF-Other | 0.47% | +0.01% | -2.19% | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.46% | +0.25% | -2.41% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 0.43% | +0.01% | -1.21% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | +0.01% | -0.17% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.01% | +296.98% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-Other | 0.39% | -0.03% | -1.43% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.39% | -0.09% | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.03% | -10.05% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.06% | +0.83% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | — | -2.97% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.06% | -0.67% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.29% | — | +0.01% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | -0.02% | +0.95% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.26% | -0.02% | -1.99% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.24% | -0.02% | -2.21% | |
| 36 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | -0.24% | EXIT | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.23% | +0.01% | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | +0.01% | -0.68% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | -0.03% | +1.29% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.20% | -0.06% | -0.11% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.20% | — | -0.97% | |
| 42 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.19% | -0.01% | -0.48% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | +0.08% | +2.64% | |
| 44 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.17% | -0.01% | -0.08% | |
| 45 | DISV | Dimensional International Sm | ETF-Other | 0.17% | +0.01% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -0.03% | — | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -0.92% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.14% | -0.01% | -1.44% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.14% | -0.02% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.13% | -0.02% | -2.14% |
According to official SEC Form 13F filings, Moisand Fitzgerald Tamayo, LLC reported a total U.S. public equity portfolio value of $995.4M across 535 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFAI, AVLV, SCHR) accounted for 55.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
FFLC
市值: $639.9K
Top Position Liquidated / Trimmed
CBRE
前期市值: $166.5K
During Q2 2026, Moisand Fitzgerald Tamayo, LLC's top holdings by market value included DFAI (14.9%)、AVLV (12.1%)、SCHR (9.8%). The largest single position, DFAI, represented 14.9% of total portfolio value.
In Q2 2026, Moisand Fitzgerald Tamayo, LLC made 136 total portfolio adjustments, initiating 18 new buys, adding to 65 positions, trimming 49 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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