Moisand Fitzgerald Tamayo, LLC Reduced Holdings in Q4 2024

Moisand Fitzgerald Tamayo, LLC

  • $681 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
-9.14K
- 0.85%
$22.72 - $25.76 $208K - $235K
1.07M $24.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19.7K
- 2.22%
$63.58 - $71.15 $1.25M - $1.4M
866K $56.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.8K
- 1.77%
$40.38 - $44.35 $434K - $477K
598K $24.5M
DFAX
Dimensional ETF Tr
-6.75K
- 2.09%
$24.76 - $27.04 $167K - $183K
316K $7.86M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-11.2K
- 4.81%
$20.55 - $23.26 $230K - $261K
222K $4.67M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.63K
- 10.54%
$66.77 - $71.52 $643K - $689K
81.7K $5.63M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.52K
- 5.01%
$521.84 - $558.82 $791K - $847K
28.7K $15.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.77K
- 1.13%
$25.61 - $28.0 $45.4K - $49.6K
154K $3.99M
IVV
Ishares Core S&P 500 ETF

ETFs
-979
- 3.64%
$570.51 - $610.59 $559K - $598K
25.9K $15.3M
DFIV
Dimensional ETF Tr

ETFs
-74
- 0.08%
$34.86 - $37.97 $2.58K - $2.81K
97.3K $3.45M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-6.48K
- 30.59%
$27.8 - $29.05 $180K - $188K
14.7K $409K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.08K
- 11.75%
$55.97 - $62.75 $117K - $131K
15.7K $897K
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.4K
- 1.58%
$54.54 - $61.04 $185K - $207K
212K $11.8M
SPMD
Spdr Portfolio

ETFs
-2.98K
- 6.43%
$54.13 - $59.56 $161K - $177K
43.3K $2.37M
VTV
Vanguard Value ETF

ETFs
-238
- 1.1%
$168.32 - $181.87 $40.1K - $43.3K
21.3K $3.61M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.66K
- 69.6%
$28.88 - $29.33 $135K - $137K
2.04K $59K
IVE
Ishares S&P 500 Value ETF

ETFs
-418
- 5.06%
$189.5 - $206.17 $79.2K - $86.2K
7.85K $1.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
-829
- 1.91%
$26.18 - $28.77 $21.7K - $23.9K
42.5K $1.13M
AVUV
American Centy ETF Tr Avantis

ETFs
-4.64K
- 0.82%
$94.37 - $106.41 $437K - $493K
561K $54.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-623
- 2.79%
$33.93 - $38.37 $21.1K - $23.9K
21.7K $744K
JNJ
Johnson & Johnson

Healthcare
-121
- 2.35%
$143.34 - $165.86 $17.3K - $20.1K
5.04K $728K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-837
- 65.85%
$111.85 - $120.71 $93.6K - $101K
434 $49K
VO
Vanguard Mid Cap ETF

ETFs
-375
- 2.51%
$261.5 - $284.63 $98.1K - $107K
14.6K $3.85M
VNQ
Vanguard Specialized Funds Van

ETFs
-263
- 3.12%
$87.85 - $98.6 $23.1K - $25.9K
8.17K $728K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.51K
- 5.34%
$61.52 - $66.5 $154K - $167K
44.5K $2.84M
XOM
Exxon Mobil Corp

Energy
-36
- 0.43%
$105.51 - $125.37 $3.8K - $4.51K
8.33K $896K
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 8.5%
$385.02 - $431.37 $54.3K - $60.8K
1.52K $590K
KO
Coca Cola CO

Consumer Defensive
-19
- 0.23%
$61.74 - $71.71 $1.17K - $1.36K
8.26K $514K
IWV
Ishares Russell 3000 ETF

ETFs
-355
- 6.01%
$323.08 - $349.08 $115K - $124K
5.55K $1.85M
QCOM
Qualcomm Inc

Technology
-226
- 10.98%
$150.4 - $178.04 $34K - $40.2K
1.83K $281K
AVSC
American Centy ETF Tr Avantis
-1.27K
- 4.58%
$52.7 - $59.57 $66.9K - $75.7K
26.4K $1.44M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-748
- 4.42%
$84.34 - $95.14 $63.1K - $71.2K
16.2K $1.41M
MSFT
Microsoft Corp

Technology
-15
- 0.28%
$406.35 - $454.46 $6.1K - $6.82K
5.3K $2.23M
AVES
American Centy ETF Tr Avantis

ETFs
-935
- 93.13%
$46.2 - $53.09 $43.2K - $49.6K
69 $3K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-790
- 17.4%
$51.09 - $55.27 $40.4K - $43.7K
3.75K $191K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.36K
- 2.28%
$30.18 - $33.87 $41K - $46K
58.3K $1.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-96
- 0.95%
$34.13 - $37.35 $3.28K - $3.59K
10K $342K
TFC
Truist Financial Corp

Financial Services
-1.11K
- 6.56%
$41.51 - $48.1 $46.1K - $53.4K
15.8K $685K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-34
- 1.24%
$114.08 - $125.68 $3.88K - $4.27K
2.7K $309K
VBR
Vanguard Small Cap Value ETF

ETFs
-96
- 1.77%
$197.36 - $217.3 $18.9K - $20.9K
5.33K $1.06M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-648
- 56.79%
$49.79 - $51.14 $32.3K - $33.1K
493 $24K
IWM
Ishares Russell 2000 ETF

ETFs
-144
- 3.01%
$216.13 - $242.4 $31.1K - $34.9K
4.64K $1.03M
RWR
Spdr Dow Jones Reit ETF

ETFs
-13
- 0.34%
$97.84 - $108.61 $1.27K - $1.41K
3.8K $375K
ORCL
Oracle Corp

Technology
-91
- 2.25%
$165.41 - $192.43 $15.1K - $17.5K
3.96K $659K
OXSQ
Oxford Square Capital Corp.

Financial Services
-9.5K
- 71.33%
$2.41 - $2.98 $22.9K - $28.3K
3.82K $9K
VB
Vanguard Small Cap ETF

ETFs
-237
- 2.26%
$233.76 - $261.58 $55.4K - $62K
10.2K $2.46M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-377
- 9.61%
$30.93 - $33.94 $11.7K - $12.8K
3.55K $109K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 4.2%
$288.47 - $316.54 $10.1K - $11.1K
799 $231K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-394
- 7.2%
$44.33 - $49.55 $17.5K - $19.5K
5.08K $227K
Activity Summary
Buys All Purchases 86 New Holdings 26 Increased Positions 60 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 1
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