Moisand Fitzgerald Tamayo, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $667 Million distributed in 596 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $102M, Dimensional ETF Tr U S Small C with a value of $52.2M, American Centy ETF Tr Avantis with a value of $50.1M, American Centy ETF Tr Avantis with a value of $48.7M, and Schwab Intermediate Term Us Tr with a value of $36.4M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $653M to 667M.
Below you can find more details about Moisand Fitzgerald Tamayo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$667 Million
ETFs: $579 Million
Technology: $9.89 Million
Financial Services: $3.35 Million
Industrials: $3.33 Million
Consumer Cyclical: $3.06 Million
Healthcare: $1.86 Million
Communication Services: $1.82 Million
Consumer Defensive: $1.71 Million
Other: $2.76 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions