Holdings

Moisand Fitzgerald Tamayo, LLC

As of Sep 30, 2026, Moisand Fitzgerald Tamayo, LLC reported 644 positions worth US$903M. Largest: Dimensional International Core Equity Market ETF, Avantis U.S. Large Cap Value ETF and Schwab Short-Term US Treasury ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Dimensional International Core Equity Market ETF3.77MUS$156MnewSep 30, 2026
Avantis U.S. Large Cap Value ETF1.37MUS$124MnewSep 30, 2026
Schwab Short-Term US Treasury ETF4.41MUS$105MnewSep 30, 2026
Schwab Intermediate-Term US Treasury ETF4.43MUS$105MnewSep 30, 2026
Avantis U.S. Small Cap Value ETF640KUS$75.4MnewSep 30, 2026
Avantis International Small Cap Value ETF401KUS$43.8MnewSep 30, 2026
Avantis U.S. Mid Cap Value ETF471KUS$36MnewSep 30, 2026
Dimensional US Marketwide Value ETF520KUS$28.6MnewSep 30, 2026
Dimensional Emerging Core Equity Market ETF605KUS$23.8MnewSep 30, 2026
iShares Core S&P 500 ETF21,587US$16.5MnewSep 30, 2026