Moisand Fitzgerald Tamayo, LLC Reduced Holdings in Q3 2025

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-57
- 6.28%
$175.16 - $255.24 $9.98K - $14.5K
850 $207K
VV
Vanguard Large Cap ETF

ETFs
-17
- 0.53%
$285.05 - $309.14 $4.85K - $5.26K
3.17K $975K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-729
- 1.15%
$27.61 - $29.15 $20.1K - $21.3K
62.4K $1.82M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.03K
- 2.39%
$21.69 - $23.34 $65.7K - $70.7K
124K $2.88M
VB
Vanguard Small Cap ETF

ETFs
-354
- 3.62%
$237.58 - $259.17 $84.1K - $91.7K
9.42K $2.4M
SPMD
Spdr Portfolio

ETFs
-599
- 1.45%
$54.43 - $58.29 $32.6K - $34.9K
40.8K $2.33M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-456
- 3.0%
$79.39 - $90.39 $36.2K - $41.2K
14.7K $1.31M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-4.16K
- 2.96%
$30.76 - $33.01 $128K - $137K
136K $4.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.6%
$617.65 - $666.84 $8.65K - $9.34K
2.32K $1.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.65K
- 1.98%
$24.46 - $26.5 $40.4K - $43.8K
81.9K $2.16M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.91K
- 2.55%
$25.29 - $28.33 $48.3K - $54.1K
73K $2.04M
JNJ
Johnson & Johnson

Healthcare
-83
- 1.72%
$155.17 - $185.42 $12.9K - $15.4K
4.74K $877K
VO
Vanguard Mid Cap ETF

ETFs
-163
- 1.2%
$279.83 - $293.74 $45.6K - $47.9K
13.4K $3.95M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-345
- 0.54%
$29.2 - $32.74 $10.1K - $11.3K
63.6K $2.02M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.22K
- 2.85%
$67.01 - $72.84 $81.5K - $88.6K
41.4K $3M
AVSC
American Centy ETF Tr Avantis
-219
- 0.79%
$51.33 - $58.63 $11.2K - $12.8K
27.6K $1.58M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.19K
- 2.11%
$73.24 - $79.04 $86.9K - $93.7K
55.1K $4.35M
VTV
Vanguard Value ETF

ETFs
-23
- 0.11%
$175.51 - $186.57 $4.04K - $4.29K
21.1K $3.94M
DFIV
Dimensional ETF Tr

ETFs
-531
- 0.56%
$42.66 - $46.53 $22.7K - $24.7K
93.8K $4.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.61K
- 1.67%
$28.15 - $30.13 $130K - $139K
272K $8.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-36
- 0.27%
$339.37 - $366.46 $12.2K - $13.2K
13.1K $4.8M
VTI
Vanguard Total Stock Market Et

ETFs
-278
- 1.58%
$303.93 - $329.86 $84.5K - $91.7K
17.4K $5.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-823
- 1.05%
$72.65 - $78.68 $59.8K - $64.8K
77.8K $6.09M
DFAX
Dimensional ETF Tr
-3.12K
- 1.02%
$29.25 - $31.56 $91.2K - $98.4K
303K $9.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-914
- 3.68%
$620.67 - $670.08 $567K - $612K
23.9K $16M
AAPL
Apple Inc.

Technology
-20
- 0.15%
$202.38 - $256.87 $4.05K - $5.14K
13.2K $3.37M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.31K
- 1.14%
$53.36 - $59.69 $123K - $138K
199K $11.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.97K
- 1.22%
$41.91 - $44.87 $292K - $313K
565K $25.3M
DFAE
Dimensional ETF Tr

ETFs
-4.42K
- 0.73%
$28.84 - $31.84 $128K - $141K
602K $19M
AVDV
American Centy ETF Tr Avantis

ETFs
-6.69K
- 1.63%
$79.24 - $89.03 $530K - $596K
404K $35.9M
Activity Summary
Buys All Purchases 71 New Holdings 22 Increased Positions 49 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 2 Puts 0
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